Invesco Ltd. reports 16.77M shares (24.2%) of IVZ ETF

Invesco Ltd. reports beneficial ownership of 16,766,265 shares (24.2%) of Invesco Russell 1000 Dynamic Multifactor ETF.

Rhea-AI Filing Summary

Invesco Ltd. reports beneficial ownership of 16,766,265 shares (24.2%) of Invesco Russell 1000 Dynamic Multifactor ETF. The filing states Invesco Ltd. has sole voting power over 16,398,837 shares and sole dispositive power over 16,766,265 shares held of record by clients.

The disclosure lists subsidiaries that hold or acquired the securities, including Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, and Invesco Capital Management LLC. The filing is signed by the Global Head of Compliance.

Insights

Institutional Ownership Analyst

Large passive/agency ownership disclosed; voting and dispositive counts specified.

The filing documents that Invesco Ltd. beneficially owns 16,766,265 shares representing 24.2% of the ETF's class, with 16,398,837 shares under sole voting power. These counts are recorded as held of record by clients of the firm.

Impact depends on client mandates and voting instructions; subsequent proxy-related filings or client-level disclosures would clarify economic control. Future filings could show changes in percent or voting power.

Compliance Officer

Parent-subsidiary attribution and disclosure chain are provided; signatory is compliance head.

The Schedule 13G/A attributes holdings to Invesco Ltd. as parent holding company and lists relevant advisory subsidiaries. The filing explains holdings are record-held by clients and notes that no individual has >5% economic ownership within the advisory client base.

Disclosure preserves that shareholders of the Fund retain dividend and sale proceeds rights; monitoring of any subsequent amendments is appropriate for governance events tied to voting blocks.

Key Figures

Beneficially owned: 16,766,265 shares Percent of class: 24.2% Sole voting power: 16,398,837 shares +3 more

6 metrics

Beneficially owned 16,766,265 shares Amount beneficially owned by Invesco Ltd.

Percent of class 24.2% Percent of the ETF's class beneficially owned

Sole voting power 16,398,837 shares Shares with sole power to vote or direct the vote

Sole dispositive power 16,766,265 shares Shares with sole power to dispose or direct disposition

CUSIP 46138J619 CUSIP for Invesco Russell 1000 Dynamic Multifactor ETF

Filing amendment Amendment No. 19 This Schedule 13G/A is labeled Amendment No. 19

Key Terms

beneficially owned, sole dispositive power, Schedule 13G/A, parent holding company

4 terms

beneficially owned regulatory

"Invesco Ltd. may be deemed to beneficially own 16,766,265 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.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 16,766,265"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G/A regulatory

"Item 1. (a) Name of issuer: Invesco Russell 1000 Dynamic Multifactor ETF"

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.

parent holding company financial

"Invesco Ltd., in its capacity as a parent holding company to its investment advisers"

FAQ

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

What stake does Invesco Ltd. report in the Invesco Russell 1000 Dynamic Multifactor ETF (IVZ)?

Invesco Ltd. reports beneficial ownership of 16,766,265 shares, equal to 24.2% of the ETF's class. The filing records 16,398,837 shares under sole voting power and 16,766,265 under sole dispositive power.

Which Invesco entities are identified in the Schedule 13G/A for IVZ holdings?

Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, and Invesco Capital Management LLC are listed as subsidiaries associated with the holdings, per the Schedule 13G/A exhibit attached to the filing.

Does the filing say who receives dividends or sale proceeds for the reported IVZ shares?

The filing states the shareholders of the Fund have the right to receive dividends and proceeds from sales. It also notes holdings are record-held by clients of Invesco Ltd., and no single individual holds >5% economic ownership.

Who signed the Schedule 13G/A for Invesco Ltd. reporting IVZ ownership?

The Schedule 13G/A is signed by Robert R. Leveille, identified as Global Head of Compliance, with a signature date of 05/06/2026, certifying the reported ownership details.

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

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Accepted by SEC EDGAR 05/06/2026 - 04:49 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. 19)

Invesco Russell 1000 Dynamic Multifactor ETF

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

46138J619

(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): 46138J619

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 16,398,837.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 16,766,265.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

16,766,265.00

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)

24.2 %

12

Type of Reporting Person (See Instructions)

HC, IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Invesco Russell 1000 Dynamic Multifactor 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.: 46138J619
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 16,766,265 shares of the Issuer which are held of record by clients of Invesco Ltd.
(b)	Percent of class: 24.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 16,398,837
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 16,766,265
	(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 Active Alloc Fd PM Overlay which owns 5.41% 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. Invesco Asset Management (Japan) Limited Invesco Capital Management LLC
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