Welcome to our dedicated page for Invesco SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Invesco Ltd. (IVZ) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Invesco uses current reports on Form 8-K to communicate material events, including preliminary monthly assets under management, quarterly financial results, and significant agreements such as capital transactions with major shareholders.
Recent Form 8-K filings show Invesco announcing preliminary assets under management for specific month-end dates, along with details on long-term flows, non-management fee earning flows and money market flows. Other 8-Ks reference the release of quarterly financial results and the filing of related press releases as exhibits. In addition, Invesco filed an 8-K describing a Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company for a portion of its outstanding preference shares, illustrating how the firm reports capital management actions.
Invesco’s SEC record also includes a Form 25 filed by the New York Stock Exchange relating to the removal from listing and registration of a class of Invesco’s 3.750% Senior Notes due 2026. This type of filing documents changes in the listing status of specific debt securities. Together, these filings provide insight into Invesco’s financing activities, shareholder arrangements and ongoing disclosure practices.
On Stock Titan, investors can review these filings alongside AI-powered summaries that explain key points in plain language. As new 8-Ks, 10-Qs, 10-Ks, proxy statements and Form 4 insider transaction reports are posted to EDGAR, the platform can surface them quickly and highlight items such as assets under management updates, earnings disclosures, capital structure changes and governance information relevant to IVZ.
Invesco Ltd. reported preliminary assets under management of $2,231.7 billion as of January 31, 2026, a 2.8% increase from the previous month-end. The firm recorded net long-term inflows of $16.9 billion, with additional non-management fee earning net inflows of $0.3 billion and money market net outflows of $0.2 billion.
Assets under management were aided by favorable market returns adding $39 billion and foreign exchange effects adding $6.0 billion. Preliminary average total assets under management for the quarter through January 31 were $2,209.8 billion, and preliminary average active assets under management were $1,127.4 billion.
Invesco Ltd. filed an amended Schedule 13G reporting beneficial ownership of 1,609,096 shares of the Invesco AAA CLO Floating Rate Note ETF, representing 10.1% of the fund’s outstanding shares. Invesco Ltd., a Bermuda company, reports this stake as a parent holding company to its investment advisers.
The shares are held of record by clients of Invesco Ltd., and no single client has more than 5% economic ownership. Invesco reports sole voting and sole dispositive power over the 1,609,096 shares and certifies the position is held in the ordinary course of business, without any intent to change or influence control of the ETF. Invesco Advisers, Inc. is identified as the relevant subsidiary.
Invesco Ltd. filed an amended Schedule 13G reporting passive ownership in the Invesco AAA CLO Floating Rate Note ETF as of 12/31/2025. Invesco Ltd., as parent holding company to its investment advisers, may be deemed to beneficially own 1,609,096 shares, representing 9.6% of the ETF’s outstanding shares. These shares are held of record by clients of Invesco Ltd., and no individual client has more than 5% economic ownership. Voting and dispositive power over these shares is reported as solely held by Invesco Ltd., and the position is certified as being held in the ordinary course of business without intent to change or influence control of the issuer.
Invesco Advisers, Inc., an indirect subsidiary of Invesco Ltd., reported receiving Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc. as compensation. On February 2, 2026, it acquired 264,024.114 shares at $25.7712 per share.
The stock was paid in kind for advisory services: 77,218.621 shares as a management fee and 186,805.493 shares as performance-related fees under an amended advisory agreement. Following this transaction, Invesco Advisers, Inc. beneficially owned 534,291.84 shares directly. Several related Invesco and Oppenheimer entities are listed as reporting persons and are treated as directors by deputization for Section 16 purposes.
Invesco Advisers, Inc., together with parent Invesco Ltd., reported two transactions in Class E Common Stock of Invesco Real Estate Income Trust Inc. as directors by deputization. On January 30, 2026, Invesco Advisers had 5,778.639 shares repurchased at $28.1231 per share, leaving 125,013.646 shares beneficially owned.
On February 1, 2026, Invesco Advisers acquired 11,508.364 Class E shares at $28.1231 per share as payment of its management fee, increasing its beneficial holdings to 136,522.010 shares. Both holdings are reported as directly owned by Invesco Advisers, Inc.
Invesco Ltd. furnished a current report stating that it issued a press release announcing its financial results for the fiscal quarter ended December 31, 2025. The press release is provided as Exhibit 99.1 to this report and is incorporated by reference within the document itself. The company clarifies that the information in this report and its exhibit is being furnished rather than filed, so it is not subject to certain liability provisions of the securities laws and will not automatically be incorporated into other Securities and Exchange Commission filings unless specifically stated.
Invesco Ltd. insider equity transaction: Senior Managing Director Douglas J. Sharp reported equity award activity involving Invesco common shares and restricted stock units on January 15, 2026. A block of 29,189 Restricted Stock Units was converted into 29,189 common shares at a stated price of $0 per unit, reflecting the vesting of previously granted awards. On the same date, 13,719 common shares were disposed of at $29.39 per share in a transaction coded "F," typically used for shares withheld to cover taxes on vesting. After these transactions, Sharp directly held 15,662 common shares and 58,377 Restricted Stock Units, each RSU representing a contingent right to receive one Invesco common share. The RSUs vest in four equal annual installments and expire upon termination of employment.
Invesco Ltd. is having its 3.750% Senior Notes due 2026 removed from listing and registration on the New York Stock Exchange. The Exchange states that it has complied with its own rules to strike this class of securities from listing and withdraw their registration under Section 12(b) of the Securities Exchange Act of 1934. The filing also notes that Invesco has complied with the Exchange’s rules and with the requirements of 17 CFR 240.12d2-2(c) governing the voluntary withdrawal of this class of securities from listing and registration.
Invesco Ltd. filed a current report to note that it has released preliminary figures for its assets under management for the month ended December 31, 2025. The company disclosed that these preliminary AUM results were provided in a press release issued on January 12, 2026.
The press release is included as Exhibit 99.1 to the report and is incorporated by reference, while an Inline XBRL cover page data file is included as Exhibit 104. No additional financial details or strategic actions are described in this report beyond the availability of the AUM update.
Invesco Ltd. filed an amended Schedule 13G reporting beneficial ownership of 5,206,386 shares of OPAL Fuels Inc common stock, representing 18.0% of the class as of the event date. Invesco reports sole voting power over 5,205,722 shares and sole dispositive power over 5,206,386 shares, with no shared voting or dispositive power.
The filing explains that these shares are held of record by clients of Invesco’s investment advisers, with Invesco acting as a parent holding company. Invesco Capital Management LLC, a subsidiary, advises the Invesco WilderHill Clean Energy ETF, which owns 17.90% of the OPAL Fuels security, but no single investor in the fund has more than 5% economic ownership. Invesco certifies that the securities are held in the ordinary course of business and not for the purpose of influencing control of OPAL Fuels.