Welcome to our dedicated page for Invesco Ltd. 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.
Invesco Ltd. filings document the formal disclosures of a Bermuda-incorporated global asset manager, including 8-K reports for quarterly results and Regulation FD updates on preliminary assets under management. Those records attach press releases covering AUM by strategy, flows, market and foreign-exchange effects, management fees, service and distribution fees, expenses and related operating metrics.
Proxy materials describe annual general meeting mechanics, shareholder voting matters, board governance and executive compensation. Other filings cover common-stock repurchase authorizations, exhibits filed with material-event reports, and the Form 25 record for removal from NYSE listing and Section 12(b) registration of Invesco’s 3.750% Senior Notes due 2026.
The Vanguard Group amended its Schedule 13G/A to report 0 shares of Invesco Ltd common stock. The filing states The Vanguard Group completed an internal realignment on January 12, 2026 and, in reliance on SEC Release No. 34-39538, certain subsidiaries or business divisions will report beneficial ownership separately. The filing lists Amount beneficially owned: 0 and Percent of class: 0%. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Invesco Ltd.'s Senior Managing Director and Chief Human Resources Officer, Alan Leonard Smith, reported routine equity compensation activity. On March 13, 2026, he exercised 8,641 Restricted Stock Units, converting them into the same number of common shares. The filing also records an acquisition of 8,641 common shares at a price of $0.00 per share, reflecting a grant or award rather than a market purchase. To cover tax obligations, 3,849 common shares were withheld at $23.00 per share, a non‑market disposition. After these transactions, he directly holds 14,489 common shares. Footnotes note that each Restricted Stock Unit represents a contingent right to receive one common share and that such units vest in four equal annual installments.
Invesco Ltd. is soliciting shareholder votes at a virtual Annual General Meeting on May 21, 2026 for routine governance and oversight matters. The record date for voting is March 16, 2026, and audited consolidated financial statements for the year ended December 31, 2025 will be presented.
Key proposals include election of eleven directors, an advisory vote on executive compensation, appointment of PricewaterhouseCoopers LLP as auditor, and an amendment to the Fourth Amended and Restated Bye-Laws to permit removal of a director with or without cause. The proxy highlights 2025 results: $2.2 trillion in AUM, $81.2 billion net long-term inflows, net revenues of $4,658 million (up 6%), adjusted diluted EPS up 19%, and a $1.5 billion repurchase of Series A preferred stock. CEO total 2025 compensation is disclosed as $18.5 million.
Invesco Ltd. reported preliminary assets under management of $2,257.7 billion as of February 28, 2026, up 1.2% from the prior month-end. The firm saw net long-term inflows of $4.7 billion and money market net inflows of $13.5 billion, indicating positive client demand across strategies.
AUM was helped by $9 billion of favorable market returns, partially offset by a $1.1 billion negative foreign-exchange impact. Preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, with preliminary average active AUM of $1,142.8 billion, underscoring the firm’s large and diversified global asset base.
Invesco Ltd. reports beneficial ownership of 3,800,519 shares (the Invesco Bloomberg Enhanced Fallen Angels ETF), representing 17.7% of the class. The shares are held of record by clients of Invesco Ltd. and Invesco Ltd. discloses sole voting and dispositive power over 17.7% of the shares. The filing identifies Invesco Advisers, Inc. and Invesco Investment Advisers LLC as relevant subsidiaries and is signed by the Global Head of Compliance on 03/06/2026.
Invesco Ltd. reports beneficial ownership of 11,974,939 shares (31.5%) of the Invesco Equal Weight 0-30 Year Treasury ETF. The filing states those shares are held of record by clients of Invesco Ltd., with 11,907,514 shares subject to sole voting power and 11,974,939 shares subject to sole dispositive power.
The filing identifies Invesco Advisers, Inc. as a subsidiary involved in advising funds that hold portions of these shares, and notes that no individual holds greater than 5% economic ownership. The schedule is signed by the Global Head of Compliance on 03/06/2026.
Invesco-affiliated entities reported an insider transaction involving Invesco Commercial Real Estate Finance Trust, Inc.. On February 27, 2026, Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., disposed of 110,485.217 shares of Class E Common Stock back to the issuer at $25.7799 per share in a disposition to the issuer. Following this repurchase, Invesco Advisers, Inc. reported holding 423,806.623 shares of Class E Common Stock.
Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., reported two offsetting transactions in Invesco Real Estate Income Trust Inc. Class E Common Stock. On February 27, 2026, IAI disposed of 5,778.639 shares back to the issuer at $28.0915 per share. On March 1, 2026, IAI acquired 11,924.853 shares as payment of its management fee at the same price, bringing its direct holdings to 142,668.224 shares.
Invesco Ltd.’s Chief Accounting Officer Terry Vacheron reported several equity compensation moves dated 2026-02-28. He exercised Restricted Stock Units (RSUs) into common shares and received additional RSU and common share awards at no cash cost. A separate disposition of 2,852 common shares at $26.26 per share was made to satisfy tax withholding obligations. Each RSU represents a contingent right to one common share and vests in four equal installments, expiring if employment terminates.
Invesco Ltd. senior managing director and chief human resources officer Alan Leonard Smith reported several equity compensation transactions dated February 28, 2026. He exercised 8,936 Restricted Stock Units, which converted into the same number of common shares, and received a new grant of 32,202 Restricted Stock Units at no cost.
He was also awarded 8,936 common shares, while 4,014 common shares were disposed of at $26.26 per share to cover tax obligations. The footnotes state each Restricted Stock Unit equals one common share and that the units vest in three equal installments and expire upon termination of employment.