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Invesco Ltd SEC Filings

IVZ NYSE

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.

Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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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.

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Rhea-AI Summary

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.

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FAQ

How many Invesco (IVZ) SEC filings are available on StockTitan?

StockTitan tracks 64 SEC filings for Invesco (IVZ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Invesco (IVZ)?

The most recent SEC filing for Invesco (IVZ) was filed on October 7, 2025.