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[SCHEDULE 13G/A] Invesco Ltd. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Invesco Ltd. reports beneficial ownership of 5,510,388 shares of the Invesco Equal Weight 0-30 Year Treasury ETF, representing 14.5% of the class. The filing states 5,317,186 shares carry sole voting power and 5,510,388 shares carry sole dispositive power, and the shares are held of record by clients of Invesco Ltd. The statement identifies Invesco Advisers, Inc. as a relevant subsidiary and includes a certification that the securities are held in the ordinary course of business and not to influence control of the issuer. The document is a Schedule 13G/A reporting a significant passive position in the ETF.

Invesco Ltd. riporta la proprietà beneficiaria di 5.510.388 azioni dell'ETF Invesco Equal Weight 0-30 Year Treasury, che rappresentano 14,5% della classe. L'atto di deposito indica che 5.317.186 azioni hanno potere di voto esclusivo e 5.510.388 azioni hanno potere decisorio esclusivo, e le azioni sono detenute a nome dei clienti di Invesco Ltd. La dichiarazione identifica Invesco Advisers, Inc. come una controllata rilevante e include una certificazione che i titoli sono detenuti nell'ordinario corso degli affari e non per influenzare il controllo dell'emittente. Il documento è una Schedule 13G/A che riporta una posizione significativa passiva nell'ETF.

Invesco Ltd. informa la titularidad beneficiaria de 5,510,388 acciones del ETF Invesco Equal Weight 0-30 Year Treasury, que representan 14,5% de la clase. El documento indica que 5,317,186 acciones tienen poder de voto exclusivo y 5,510,388 acciones tienen poder dispositive exclusivo, y las acciones son mantenidas a nombre de clientes de Invesco Ltd. La declaración identifica Invesco Advisers, Inc. como una subsidiaria relevante e incluye una certificación de que los valores se mantienen en el curso normal de los negocios y no para influir en el control del emisor. El documento es un Schedule 13G/A que informa una posición pasiva significativa en el ETF.

Invesco Ltd.는 Invesco Equal Weight 0-30 Year Treasury ETF의 5,510,388주에 대한 수익 소유권을 보고하며, 이는 클래스의 14.5%에 해당합니다. 제출 문서에 따르면 5,317,186주가 단독 의결권을, 5,510,388주가 단독 처분권을 가지며 이 주식들은 Invesco Ltd. 고객들에 의해 등기 소유로 보유됩니다. 진술은 Invesco Advisers, Inc.를 관련 자회사로 지목하고, 증권이 정상적인 업무 과정에서 보유되며 발행인의 지배를 영향하지 않기 위한 것임을 인증합니다. 이 문서는 ETF에 대한 큰 수동적 포지션을 보고하는 Schedule 13G/A입니다.

Invesco Ltd. reporte la propriété bénéficiaire de 5 510 388 actions de l'ETF Invesco Equal Weight 0-30 Year Treasury, représentant 14,5% de la classe. Le dossier indique que 5 317 186 actions détiennent le pouvoir de vote exclusif et que 5 510 388 actions détiennent le pouvoir discret exclusif, et les actions sont détenues au nom des clients d'Invesco Ltd. La déclaration identifie Invesco Advisers, Inc. comme une filiale pertinente et comprend une certification indiquant que les titres sont détenus dans le cadre normal des activités et non pour influencer le contrôle de l'émetteur. Le document est un Schedule 13G/A signalant une position passive significative dans l'ETF.

Invesco Ltd. meldet Beneficial Ownership von 5.510.388 Anteilen des Invesco Equal Weight 0-30 Year Treasury ETF, was 14,5% der Klasse entspricht. Die Einreichung besagt, dass 5.317.186 Anteile allein stimmberechtigt sind und 5.510.388 Anteile allein dispositive Macht haben, und die Anteile im Namen der Kunden von Invesco Ltd. gehalten werden. Die Erklärung identifiziert Invesco Advisers, Inc. als eine relevante Tochtergesellschaft und enthält eine Bestätigung, dass die Wertpapiere im gewöhnlichen Geschäftsverlauf gehalten werden und nicht dazu dienen, die Kontrolle des Emittenten zu beeinflussen. Das Dokument ist ein Schedule 13G/A, das eine bedeutende passive Position im ETF meldet.

Invesco Ltd. تقر بملكية مستفيدة تبلغ 5,510,388 سهماً من صندوق ETF Invesco Equal Weight 0-30 Year Treasury، وهو يمثل 14.5% من الفئة. تشير الوثيقة إلى أن 5,317,186 سهماً لها سلطة تصويت حصرى و5,510,388 سهماً لها سلطة التصرف الحصرى، وأن الأسهم مملوكة باسم عملاء Invesco Ltd. توضح البيان أن Invesco Advisers, Inc. هي شركة فرعية ذات صلة وتتضمن شهادة بأن الأوراق المالية مملوكة ضمن سياق الأعمال العادية وليست بهدف التأثير على سيطرة المصدر. الوثيقة هي Schedule 13G/A للإبلاغ عن موضع سلبي مهم في صندوق ETF.

Invesco Ltd. 报告在 Invesco Equal Weight 0-30 Year Treasury ETF 中的受益所有权为 5,510,388 股,约占该类别的 14.5%。该申报显示 5,317,186 股具单独投票权,5,510,388 股具单独处置权,且这些股份由 Invesco Ltd. 的客户登记持有。声明将 Invesco Advisers, Inc. 指定为相关子公司,并包含一项认证,即证券在日常业务中持有,且并非为了影响发行人的控制权。该文件是 Schedule 13G/A,报告在该 ETF 中存在显著的被动头寸。

Positive
  • Material passive stake disclosed: 5,510,388 shares representing 14.5%
  • Clear voting/dispositive breakdown: 5,317,186 sole voting power; 5,510,388 sole dispositive power
  • Subsidiary identified: Invesco Advisers, Inc. linked to the parent holding company filing
Negative
  • Single-issuer concentration: 14.5% stake in one ETF could be viewed as concentrated exposure
  • No additional context on client accounts: filing states shares are held of record by clients but does not identify client-level concentration

Insights

Invesco holds a material passive stake in the ETF at 14.5%.

Holding 5,510,388 shares equal to 14.5% of the class is a clearly material position for an ETF issuer and signals substantial client exposure managed by Invesco Ltd. The filing quantifies voting and dispositive powers, with 5,317,186 shares under sole voting control and full dispositive control of 5,510,388 shares.

This position is described as held in the ordinary course of business, which is consistent with passive reporting on a Schedule 13G/A. Monitor any future amendments for changes in percent ownership or shifts from passive to active reporting, which would indicate a different intent or strategy.

Filing shows standard compliance disclosures and subsidiary identification.

The submission names Invesco Advisers, Inc. as the subsidiary relevant to the parent holding company filing and includes the required certification about acquisition purpose. The statement discloses citizenship as Bermuda for Invesco Ltd., and provides voting/dispositive breakdowns as required under Schedule 13G/A rules.

Regulatory attention is typical for positions above 5%; expect ongoing reporting obligations. Watch for any future filings that change classification, percentage ownership, or add group members.

Invesco Ltd. riporta la proprietà beneficiaria di 5.510.388 azioni dell'ETF Invesco Equal Weight 0-30 Year Treasury, che rappresentano 14,5% della classe. L'atto di deposito indica che 5.317.186 azioni hanno potere di voto esclusivo e 5.510.388 azioni hanno potere decisorio esclusivo, e le azioni sono detenute a nome dei clienti di Invesco Ltd. La dichiarazione identifica Invesco Advisers, Inc. come una controllata rilevante e include una certificazione che i titoli sono detenuti nell'ordinario corso degli affari e non per influenzare il controllo dell'emittente. Il documento è una Schedule 13G/A che riporta una posizione significativa passiva nell'ETF.

Invesco Ltd. informa la titularidad beneficiaria de 5,510,388 acciones del ETF Invesco Equal Weight 0-30 Year Treasury, que representan 14,5% de la clase. El documento indica que 5,317,186 acciones tienen poder de voto exclusivo y 5,510,388 acciones tienen poder dispositive exclusivo, y las acciones son mantenidas a nombre de clientes de Invesco Ltd. La declaración identifica Invesco Advisers, Inc. como una subsidiaria relevante e incluye una certificación de que los valores se mantienen en el curso normal de los negocios y no para influir en el control del emisor. El documento es un Schedule 13G/A que informa una posición pasiva significativa en el ETF.

Invesco Ltd.는 Invesco Equal Weight 0-30 Year Treasury ETF의 5,510,388주에 대한 수익 소유권을 보고하며, 이는 클래스의 14.5%에 해당합니다. 제출 문서에 따르면 5,317,186주가 단독 의결권을, 5,510,388주가 단독 처분권을 가지며 이 주식들은 Invesco Ltd. 고객들에 의해 등기 소유로 보유됩니다. 진술은 Invesco Advisers, Inc.를 관련 자회사로 지목하고, 증권이 정상적인 업무 과정에서 보유되며 발행인의 지배를 영향하지 않기 위한 것임을 인증합니다. 이 문서는 ETF에 대한 큰 수동적 포지션을 보고하는 Schedule 13G/A입니다.

Invesco Ltd. reporte la propriété bénéficiaire de 5 510 388 actions de l'ETF Invesco Equal Weight 0-30 Year Treasury, représentant 14,5% de la classe. Le dossier indique que 5 317 186 actions détiennent le pouvoir de vote exclusif et que 5 510 388 actions détiennent le pouvoir discret exclusif, et les actions sont détenues au nom des clients d'Invesco Ltd. La déclaration identifie Invesco Advisers, Inc. comme une filiale pertinente et comprend une certification indiquant que les titres sont détenus dans le cadre normal des activités et non pour influencer le contrôle de l'émetteur. Le document est un Schedule 13G/A signalant une position passive significative dans l'ETF.

Invesco Ltd. meldet Beneficial Ownership von 5.510.388 Anteilen des Invesco Equal Weight 0-30 Year Treasury ETF, was 14,5% der Klasse entspricht. Die Einreichung besagt, dass 5.317.186 Anteile allein stimmberechtigt sind und 5.510.388 Anteile allein dispositive Macht haben, und die Anteile im Namen der Kunden von Invesco Ltd. gehalten werden. Die Erklärung identifiziert Invesco Advisers, Inc. als eine relevante Tochtergesellschaft und enthält eine Bestätigung, dass die Wertpapiere im gewöhnlichen Geschäftsverlauf gehalten werden und nicht dazu dienen, die Kontrolle des Emittenten zu beeinflussen. Das Dokument ist ein Schedule 13G/A, das eine bedeutende passive Position im ETF meldet.






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)






SCHEDULE 13G





SCHEDULE 13G



Invesco Ltd.
Signature:Robert R. Leveille
Name/Title:Global Head of Compliance
Date:10/07/2025

FAQ

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

Invesco Ltd. reports beneficial ownership of 5,510,388 shares, equal to 14.5% of the class.

How many shares does Invesco Ltd. have sole voting power over in IVZ?

The filing discloses sole voting power over 5,317,186 shares.

Who is the subsidiary identified in the Schedule 13G/A filing?

The filing identifies Invesco Advisers, Inc. as the relevant subsidiary associated with the parent holding company.

Does the filing state the securities are held to influence control of the issuer?

No. The certification states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.

What classification does Invesco Ltd. give for its reporting person type?

The filing lists the reporting person type as HC, IA (holding company, investment adviser).
Invesco Ltd

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