Invesco Ltd SEC Filings

IVZ filed a Form 144 indicating the planned sale of 160,000 common shares through Fidelity Brokerage Services. The filing lists an aggregate market value of $3,768,837.69, with an approximate sale date of 10/31/2025 on the NYSE.

The shares were acquired via restricted stock vesting in multiple tranches from 2021 through 2025. As context, the filing notes 445,963,773 shares outstanding. Form 144 is a notice of proposed sale by an affiliate or other holder relying on Rule 144.

Invesco Ltd. (IVZ) furnished a press release announcing its financial results for the fiscal quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.

The information, including the exhibit, is furnished under the Exchange Act and is not deemed “filed” for purposes of Section 18. It is not incorporated by reference into other SEC filings unless specifically stated. The report lists the company’s common stock on the NYSE under the symbol IVZ.

Invesco Ltd. (IVZ): Schedule 13G ownership disclosure

Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander reported beneficial ownership of 23,154,481 shares of Invesco Ltd. common stock, representing 5.2% of the class. The filing lists 0 shares with sole voting or dispositive power and 23,154,481 shares with shared voting and shared dispositive power. The date of the event triggering the filing is 10/14/2025.

The reporting persons certified the securities “were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer,” consistent with a passive Schedule 13G filing.

Invesco Ltd. (IVZ) reported an insider equity transaction. On 10/16/2025, an officer (titled SMD and CIOO) reported activity in Common Shares. The filing shows 28,248 Common Shares acquired at $0 (code A) and 8,345 shares disposed of at $22.80 (code F), resulting in 19,903 Common Shares beneficially owned directly after these transactions.

Related derivative activity shows Restricted Stock Units at a $0 conversion price, with 28,248 underlying Common Shares reported on 10/16/2025 (code M). Following the transactions, 84,746 derivative securities (RSUs) were beneficially owned. Each RSU represents a contingent right to receive one Common Share and vests in four equal annual installments, expiring upon termination of employment.

Invesco Ltd. reports beneficial ownership of 5,510,388 shares of the Invesco Equal Weight 0-30 Year Treasury ETF, representing 14.5% of the class. The filing states 5,317,186 shares carry sole voting power and 5,510,388 shares carry sole dispositive power, and the shares are held of record by clients of Invesco Ltd. The statement identifies Invesco Advisers, Inc. as a relevant subsidiary and includes a certification that the securities are held in the ordinary course of business and not to influence control of the issuer. The document is a Schedule 13G/A reporting a significant passive position in the ETF.

Invesco Ltd. reports beneficial ownership of 2,937,645 shares of OPAL Fuels Inc. common stock, representing 10.1% of the class as of the reporting event date. The shares are held of record by clients of Invesco and advised through a subsidiary, Invesco Capital Management LLC, including the Invesco WilderHill Clean Energy ETF which holds 10.09% of the security reported.

The filing states Invesco Ltd. may be deemed a parent holding company and that the position is held in the ordinary course of business and not for the purpose of changing or influencing control. Voting and dispositive powers are shown as 2,936,923 shares for sole voting power and 2,937,645 shares for sole dispositive power. The statement is signed by the Global Head of Compliance on 10/07/2025.

Invesco Ltd./Invesco Advisers, Inc. reported changes in beneficial ownership of Invesco Real Estate Income Trust Inc. Class E common stock. On 09/30/2025 Invesco Advisers, Inc. disposed of 5,778.639 shares at $27.9836 each, reducing its holdings to 107,625.476 shares. On 10/01/2025 the adviser acquired 9,303.62 shares at the same price, increasing total beneficial ownership to 116,929.096 shares. The filing states the 09/30 transaction was a repurchase of shares held by the adviser and the 10/01 acquisition represents payment of the management fee in stock. The reporting persons are identified as directors by deputization and the filings were signed by an attorney-in-fact.

Insider sale disclosed: Stephanie Butcher, Senior Managing Director and officer of Invesco Ltd. (IVZ), reported selling 103,192 common shares on 09/10/2025 at a weighted-average price of $22.121 per share, with reported sale prices ranging from $22.055 to $22.155. After the sale she beneficially owns 29,855 shares. The Form 4 was signed by an attorney-in-fact on 09/12/2025 and includes an offer to provide the breakdown of shares sold at each price upon request. The filing indicates these were non-derivative dispositions and does not state a plan or reason for the sales.