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. (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. filed a current report describing the release of its preliminary assets under management figures for the month ended September 30, 2025. The company issued a press release on October 9, 2025, and attached it as Exhibit 99.1, making those AUM details part of the public record.
The filing is signed on behalf of Invesco by Senior Managing Director and Chief Financial Officer L. Allison Dukes.
Invesco Ltd. reports beneficial ownership of 5,510,388 shares of the Invesco Equal Weight 0-30 Year Treasury ETF, representing
Invesco Ltd. reports beneficial ownership of
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
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.