Invesco Ltd. reports 13.01M shares (34.0%) of ETF

Invesco Ltd. files an amendment to a Schedule 13G reporting beneficial ownership of 13,008,280 shares of Invesco Equal Weight 0-30 Year Treasury ETF.

Rhea-AI Filing Summary

Invesco Ltd. files an amendment to a Schedule 13G reporting beneficial ownership of 13,008,280 shares of Invesco Equal Weight 0-30 Year Treasury ETF. The filing states this represents 34.0% of the class and shows sole voting power for 13,004,028 shares and sole dispositive power for 13,008,280 shares. The filing attributes advisory relationships through Invesco Advisers, Inc., listing three sub‑advised overlays holding 5.19%, 12.01%, and 7.67% of the fund. The report is signed by Robert R. Leveille as Global Head of Compliance.

Insights

Corporate Governance Counsel

Filing documents large passive ownership and voting/dispositive authority held by a parent company.

The schedule amendment states 13,008,280 shares are beneficially owned with 34.0% of the class; voting and dispositive powers are separately enumerated in the filing. The submission identifies Invesco Advisers, Inc. as the relevant subsidiary that advises funds owning portions of the position.

Legal consequences depend on disclosure obligations and any applicable fund governance rules; subsequent filings would show changes in voting arrangements or dispositions.

ETF/Fund Analyst

Large ownership stake by Invesco Ltd. is largely advisory/agency in nature per the filing.

The filing specifies the shares are "held of record by clients of Invesco Ltd." and lists three overlay funds with 5.19%, 12.01%, and 7.67% stakes. It also notes no single individual has >5% economic ownership.

Operational impact will follow any changes in client mandates or voting instructions; the filing itself documents current positions and voting/dispositive counts as of the amendment.

Key Figures

Beneficially owned shares: 13,008,280 shares Percent of class: 34.0% Sole voting power: 13,004,028 shares +4 more

7 metrics

Beneficially owned shares 13,008,280 shares Amount beneficially owned as stated in Item 4

Percent of class 34.0% Percent of class as stated in Item 4

Sole voting power 13,004,028 shares Sole power to vote or to direct the vote per Item 4(c)(i)

Sole dispositive power 13,008,280 shares Sole power to dispose or to direct the disposition per Item 4(c)(iii)

Overlay fund stake A 5.19% Invesco Select Risk: Conserv Invest Fd PM Overlay ownership

Overlay fund stake B 12.01% Invesco Select Risk: Mod Investor Fd PM Overlay ownership

Overlay fund stake C 7.67% Invesco Active Alloc Fd PM Overlay ownership

Key Terms

Schedule 13G/A, beneficially owned, Investment Company Act of 1940

3 terms

Schedule 13G/A regulatory

"“(Amendment No. 18 ) ... SCHEDULE 13G/A”"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"“Amount beneficially owned: Invesco Ltd. ... 13,008,280 shares”"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Investment Company Act of 1940 regulatory

"“A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 ... is not required.”"

A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Invesco Ltd. report in Invesco Equal Weight 0-30 Year Treasury ETF (IVZ)?

The filing reports Invesco Ltd. beneficially owns 13,008,280 shares, representing 34.0% of the fund's class. It lists 13,004,028 shares as sole voting power and 13,008,280 shares as sole dispositive power.

How is the reported ownership held according to the Schedule 13G/A for IVZ?

The filing states the shares are held of record by clients of Invesco Ltd., indicating an advisory/agency relationship. It names Invesco Advisers, Inc. as the subsidiary linked to the reported holdings.

Do any sub‑accounts or funds hold portions of the reported position?

Yes. The filing identifies three overlays advised by Invesco Advisers, Inc. owning 5.19%, 12.01%, and 7.67% of the security respectively, as disclosed in the amendment.

Does any individual own more than 5% of the ETF per this filing?

No. The amendment explicitly states that no one individual has greater than 5% economic ownership; ownership is reported through advisory relationships and client accounts.

Who signed the Schedule 13G/A amendment for Invesco Ltd.?

The amendment is signed by Robert R. Leveille, whose title is listed as Global Head of Compliance, with a signature date of 05/06/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/06/2026 - 04:38 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 18)

Invesco Equal Weight 0-30 Year Treasury ETF

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

46138E107

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 46138E107

1

Names of Reporting Persons

Invesco Ltd.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

BERMUDA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 13,004,028.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 13,008,280.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,008,280.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

34.0 %

12

Type of Reporting Person (See Instructions)

HC, IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Invesco Equal Weight 0-30 Year Treasury ETF
(b)	Address of issuer's principal executive offices: 3500 Lacey Road, Suite 700, Downers Grove, IL 60515
Item 2.
(a)	Name of person filing: Invesco Ltd. ("Invesco Ltd.")
(b)	Address or principal business office or, if none, residence: 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
(c)	Citizenship: Bermuda
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 46138E107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Invesco Ltd., in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 13,008,280 shares of the Issuer which are held of record by clients of Invesco Ltd.
(b)	Percent of class: 34.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 13,004,028
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 13,008,280
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Invesco Advisers, Inc. is a subsidiary of Invesco Ltd. and it advises the Invesco Select Risk: Conserv Invest Fd PM Overlay which owns 5.19% of the security reported herein. Invesco Advisers, Inc. is a subsidiary of Invesco Ltd. and it advises the Invesco Select Risk: Mod Investor Fd PM Overlay which owns 12.01% of the security reported herein. Invesco Advisers, Inc. is a subsidiary of Invesco Ltd. and it advises the Invesco Active Alloc Fd PM Overlay which owns 7.67% of the security reported herein. However, no one individual has greater than 5% economic ownership. The shareholders of the Fund have the right to receive or the power to direct the receipt of dividends and proceeds from the sale of securities listed above.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Invesco Advisers, Inc.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Invesco Ltd.

Signature:	Robert R. Leveille
Name/Title:	Global Head of Compliance
Date:	05/06/2026