---
schema_version: "secwatch.filing_event.v1"
accession: "0000914208-26-000010"
form_type: "8-K"
ticker: "IVZ"
cik: "0000914208"
company_name: "Invesco Ltd."
filed_at: "2026-01-12T23:59:59+00:00"
generated_at: "2026-05-16T11:00:24.642699+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Invesco Dec AUM $2.17T, net long-term inflows $7.7B

## Summary
- Preliminary Dec 31 AUM $2,169.9B, +0.7% vs Nov; net long-term inflows $7.7B.
- Non-management fee earning net inflows $6.1B; money market net outflows $0.7B.
- QQQ ETF restructuring to open-end fund Dec 20 moved its flows into long-term.
- Market returns reduced AUM by $23B; FX/reinvested distributions added $25.4B.
- Preliminary avg total AUM for Q4 $2,161.8B; avg active AUM $1,116.1B.

## SEC filing metadata
- accession: 0000914208-26-000010
- form_type: 8-K
- ticker: IVZ
- cik: 0000914208
- company_name: Invesco Ltd.
- filed_at: 2026-01-12T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/914208/000091420826000010/0000914208-26-000010-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/914208/000091420826000010/ivz-20260112.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000914208-26-000010
- JSON: https://secwatch.observer/filing/0000914208-26-000010.json
- Plain text: https://secwatch.observer/filing/0000914208-26-000010.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.