secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2026-01-12T23:59:59+00:00
Accession:  0000914208-26-000010
Event type: other_material
Sentiment:  neutral
Materiality: 0.55
Item codes: 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000010/0000914208-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000010/ivz-20260112.htm
  HTML page:      https://secwatch.observer/filing/0000914208-26-000010

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