Short answer
Invesco Ltd (IVZ) filed an 8-K current report with the SEC on July 10, 2026 reporting Item EX-99.1 (Exhibit EX-99.1). Preliminary June 30 AUM $2,470.3B, up 0.7% month over month, supporting fee-earning asset growth.
Invesco Ltd 8-K event analysis
AI summary of each reported item and its exhibits
Item EX-99.1 · Exhibit EX-99.1
- Preliminary June 30 AUM $2,470.3B, up 0.7% month over month, supporting fee-earning asset growth
- Net long-term inflows $8.0B and money-market inflows $14.3B, indicating broad client demand
- Favorable markets added $9B, while FX reduced AUM $6.4B and reinvested distributions added $1.6B
- Average total quarterly AUM $2,368.8B and active AUM $1,184.3B, key drivers of quarterly management fees
- ETF and index strategies reached $753.5B, including QQQ at $490.1B, reinforcing passive-product scale
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