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[8-K] Invesco Variable Rate Preferred ETF Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

Invesco Ltd. disclosed that it issued a press release announcing its preliminary assets under management for the month ended July 31, 2025. The company states the press release is attached as Exhibit 99.1 and is incorporated by reference in this report.

The filing identifies two exhibits: the press release (Exhibit 99.1) and a cover page interactive data file embedded as Inline XBRL (Exhibit 104). The registrant's common stock trades as IVZ on the New York Stock Exchange and the document is signed by L. Allison Dukes, Senior Managing Director and Chief Financial Officer. The 8-K text does not include specific AUM figures or other financial metrics.

Invesco Ltd. ha comunicato di aver diffuso un comunicato stampa che annuncia i dati preliminari sugli attivi in gestione (AUM) relativi al mese terminato il 31 luglio 2025. La società precisa che il comunicato è allegato come Exhibit 99.1 ed è incorporato per riferimento in questo rapporto.

La segnalazione indica due allegati: il comunicato stampa (Exhibit 99.1) e un file di dati interattivi della copertina incorporato in formato Inline XBRL (Exhibit 104). Il titolo ordinario del registrante è quotato con il simbolo IVZ al New York Stock Exchange e il documento è firmato da L. Allison Dukes, Senior Managing Director e Direttore Finanziario. Il testo del modulo 8-K non riporta cifre specifiche sugli AUM né altri indicatori finanziari.

Invesco Ltd. informó que ha emitido un comunicado de prensa en el que anuncia sus datos preliminares de activos bajo gestión (AUM) correspondientes al mes terminado el 31 de julio de 2025. La compañía indica que el comunicado se adjunta como Exhibit 99.1 y se incorpora por referencia en este informe.

La presentación identifica dos anexos: el comunicado de prensa (Exhibit 99.1) y un archivo de datos interactivos de la portada incorporado como Inline XBRL (Exhibit 104). Las acciones ordinarias de la registrante cotizan bajo el símbolo IVZ en la Bolsa de Nueva York y el documento está firmado por L. Allison Dukes, Senior Managing Director y Directora Financiera. El texto del formulario 8-K no incluye cifras concretas de AUM ni otros indicadores financieros.

Invesco Ltd.는 2025년 7월 31일로 종료된 달의 예비 운용자산(AUM)을 발표하는 보도자료를 발행했다고 공시했습니다. 회사는 해당 보도자료가 Exhibit 99.1로 첨부되어 있으며 이 보고서에 참조로 포함되어 있다고 명시했습니다.

공시문은 두 개의 첨부물을 식별합니다: 보도자료(Exhibit 99.1)와 표지의 대화형 데이터 파일이 인라인 XBRL 형식으로 포함된 Exhibit 104. 등록회사의 보통주는 뉴욕증권거래소에서 IVZ로 거래되며 문서는 L. Allison Dukes 수석 전무 겸 최고재무책임자가 서명했습니다. 8-K 본문에는 구체적인 AUM 수치나 기타 재무 지표는 포함되어 있지 않습니다.

Invesco Ltd. a déclaré avoir publié un communiqué de presse annonçant ses chiffres préliminaires d'actifs sous gestion (AUM) pour le mois clos le 31 juillet 2025. La société précise que le communiqué est joint en tant que Exhibit 99.1 et est incorporé par renvoi dans ce rapport.

Le dépôt identifie deux annexes : le communiqué de presse (Exhibit 99.1) et un fichier de données interactives de la page de couverture intégré en Inline XBRL (Exhibit 104). Les actions ordinaires de l'émetteur sont cotées sous le symbole IVZ à la Bourse de New York et le document est signé par L. Allison Dukes, Senior Managing Director et directrice financière. Le texte du formulaire 8‑K ne contient pas de chiffres AUM précis ni d'autres indicateurs financiers.

Invesco Ltd. gab bekannt, eine Pressemitteilung veröffentlicht zu haben, in der vorläufige Angaben zum verwalteten Vermögen (AUM) für den Monat zum 31. Juli 2025 angekündigt werden. Das Unternehmen weist darauf hin, dass die Pressemitteilung als Exhibit 99.1 beigefügt und durch Verweis in diesen Bericht aufgenommen ist.

Die Einreichung nennt zwei Anlagen: die Pressemitteilung (Exhibit 99.1) und eine interaktive Titelseitendatei, die als Inline XBRL eingebettet ist (Exhibit 104). Die Stammaktien des Registranten werden an der New York Stock Exchange unter dem Ticker IVZ gehandelt, und das Dokument ist unterzeichnet von L. Allison Dukes, Senior Managing Director und Chief Financial Officer. Der Text des Formulars 8-K enthält keine konkreten AUM-Zahlen oder sonstigen finanziellen Kennzahlen.

Positive
  • Invesco issued a press release announcing preliminary assets under management for the month ended July 31, 2025.
  • The press release is attached as Exhibit 99.1 and incorporated by reference in the 8-K.
  • The filing includes a cover page interactive data file embedded as Inline XBRL (Exhibit 104).
Negative
  • The 8-K text does not include specific AUM figures or other financial metrics.
  • The filing provides limited information in the body; the substantive content appears in the attached press release rather than the 8-K itself.

Insights

TL;DR: Routine disclosure of preliminary AUM; the filing contains no AUM figures and is unlikely to move markets on its own.

The 8-K serves as a Regulation FD disclosure that a press release was issued reporting preliminary assets under management for the month ended July 31, 2025. Because the actual AUM numbers are not included in the filing text, there is no new quantitative information for modeling revenues or fees. Investors would need to review Exhibit 99.1 to assess the magnitude or trend of AUM changes.

TL;DR: Company used Form 8-K to incorporate a press release by reference; disclosure practice aligns with routine regulatory reporting.

The filing formally attaches the press release as Exhibit 99.1 and includes the Inline XBRL cover page as Exhibit 104. The form is signed by the CFO, indicating appropriate authorization for the disclosure. The 8-K itself contains only a brief statement of issuance and does not present substantive financial or operational details within the body of the filing.

Invesco Ltd. ha comunicato di aver diffuso un comunicato stampa che annuncia i dati preliminari sugli attivi in gestione (AUM) relativi al mese terminato il 31 luglio 2025. La società precisa che il comunicato è allegato come Exhibit 99.1 ed è incorporato per riferimento in questo rapporto.

La segnalazione indica due allegati: il comunicato stampa (Exhibit 99.1) e un file di dati interattivi della copertina incorporato in formato Inline XBRL (Exhibit 104). Il titolo ordinario del registrante è quotato con il simbolo IVZ al New York Stock Exchange e il documento è firmato da L. Allison Dukes, Senior Managing Director e Direttore Finanziario. Il testo del modulo 8-K non riporta cifre specifiche sugli AUM né altri indicatori finanziari.

Invesco Ltd. informó que ha emitido un comunicado de prensa en el que anuncia sus datos preliminares de activos bajo gestión (AUM) correspondientes al mes terminado el 31 de julio de 2025. La compañía indica que el comunicado se adjunta como Exhibit 99.1 y se incorpora por referencia en este informe.

La presentación identifica dos anexos: el comunicado de prensa (Exhibit 99.1) y un archivo de datos interactivos de la portada incorporado como Inline XBRL (Exhibit 104). Las acciones ordinarias de la registrante cotizan bajo el símbolo IVZ en la Bolsa de Nueva York y el documento está firmado por L. Allison Dukes, Senior Managing Director y Directora Financiera. El texto del formulario 8-K no incluye cifras concretas de AUM ni otros indicadores financieros.

Invesco Ltd.는 2025년 7월 31일로 종료된 달의 예비 운용자산(AUM)을 발표하는 보도자료를 발행했다고 공시했습니다. 회사는 해당 보도자료가 Exhibit 99.1로 첨부되어 있으며 이 보고서에 참조로 포함되어 있다고 명시했습니다.

공시문은 두 개의 첨부물을 식별합니다: 보도자료(Exhibit 99.1)와 표지의 대화형 데이터 파일이 인라인 XBRL 형식으로 포함된 Exhibit 104. 등록회사의 보통주는 뉴욕증권거래소에서 IVZ로 거래되며 문서는 L. Allison Dukes 수석 전무 겸 최고재무책임자가 서명했습니다. 8-K 본문에는 구체적인 AUM 수치나 기타 재무 지표는 포함되어 있지 않습니다.

Invesco Ltd. a déclaré avoir publié un communiqué de presse annonçant ses chiffres préliminaires d'actifs sous gestion (AUM) pour le mois clos le 31 juillet 2025. La société précise que le communiqué est joint en tant que Exhibit 99.1 et est incorporé par renvoi dans ce rapport.

Le dépôt identifie deux annexes : le communiqué de presse (Exhibit 99.1) et un fichier de données interactives de la page de couverture intégré en Inline XBRL (Exhibit 104). Les actions ordinaires de l'émetteur sont cotées sous le symbole IVZ à la Bourse de New York et le document est signé par L. Allison Dukes, Senior Managing Director et directrice financière. Le texte du formulaire 8‑K ne contient pas de chiffres AUM précis ni d'autres indicateurs financiers.

Invesco Ltd. gab bekannt, eine Pressemitteilung veröffentlicht zu haben, in der vorläufige Angaben zum verwalteten Vermögen (AUM) für den Monat zum 31. Juli 2025 angekündigt werden. Das Unternehmen weist darauf hin, dass die Pressemitteilung als Exhibit 99.1 beigefügt und durch Verweis in diesen Bericht aufgenommen ist.

Die Einreichung nennt zwei Anlagen: die Pressemitteilung (Exhibit 99.1) und eine interaktive Titelseitendatei, die als Inline XBRL eingebettet ist (Exhibit 104). Die Stammaktien des Registranten werden an der New York Stock Exchange unter dem Ticker IVZ gehandelt, und das Dokument ist unterzeichnet von L. Allison Dukes, Senior Managing Director und Chief Financial Officer. Der Text des Formulars 8-K enthält keine konkreten AUM-Zahlen oder sonstigen finanziellen Kennzahlen.

0000914208false00009142082025-08-112025-08-11

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 8-K

CURRENT REPORT
 
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
 
Date of Report (Date of earliest event reported): August 11, 2025
invesco new logo.jpg
Invesco Ltd.
(Exact name of registrant as specified in its charter)
Bermuda001-1390898-0557567
(State or Other Jurisdiction of Incorporation or Organization)(Commission File Number)(I.R.S. Employer Identification No.)
1331 Spring Street,Suite 2500,Atlanta,GA30309
(Address of Principal Executive Offices)(Zip Code)

(404) 892-0896
(Registrant’s telephone number, including area code)

N/A
(Former name, former address and former fiscal year, if changed since last report)
 
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common stock, $.20 par valueIVZNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.




Item 7.01
Regulation FD Disclosure.

On August 11, 2025, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended July 31, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01Financial Statements and Exhibits.
 
(d)Exhibits.

   
Exhibit No.Description
99.1
Press Release, dated August 11, 2025, issued by Invesco Ltd.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


 
Invesco Ltd.
By:
/s/ L. Allison Dukes
L. Allison Dukes
Senior Managing Director and
Chief Financial Officer
Date: August 11, 2025

FAQ

What did Invesco (IVZ) disclose in this Form 8-K?

The filing states Invesco issued a press release announcing preliminary assets under management for the month ended July 31, 2025, and that the press release is attached as Exhibit 99.1.

Are specific AUM numbers included in the 8-K?

No. The 8-K text does not contain specific AUM figures or other financial metrics; the press release (Exhibit 99.1) is referenced for details.

What exhibits were filed with this 8-K?

Exhibit 99.1 is the press release dated August 11, 2025, and Exhibit 104 is the cover page interactive data file embedded as Inline XBRL.

What is Invesco's ticker and where is its common stock listed?

Invesco's common stock trades under the ticker IVZ on the New York Stock Exchange.

Who signed the Form 8-K for Invesco?

The filing is signed by L. Allison Dukes, Senior Managing Director and Chief Financial Officer.
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