secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2026-10-09T10:58:10+00:00
Accession:  0000914208-26-000353
Event type: other_material
Sentiment:  negative
Materiality: 0.35
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Invesco Sept AUM $2,537.8B, down 0.9% MoM; $1.1B long-term and $5.7B money-market outflows
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- Preliminary Sept 30 AUM was $2,537.8B versus $2,562.1B at Aug 31; unfavorable market returns cut AUM by $16B and FX moves by $2.7B, partly offset by $0.9B of reinvested distributions.
- Net long-term outflows totaled $1.1B in September, and money market net outflows were $5.7B.
- Global Liquidity fell to $261.6B from $269.3B; Fundamental Equities slipped to $309.1B from $317.7B and Fundamental Fixed Income to $307.9B from $314.9B.
- QQQ grew to $498.9B from $489.0B, while total ETFs & Index Strategies eased to $774.6B from $783.4B.
- Preliminary average total AUM for the quarter through Sept 30 was $2,510.2B and average active AUM was $1,246.0B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000353/0000914208-26-000353-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000353/ivz-20261009.htm
  HTML page:      https://secwatch.observer/filing/0000914208-26-000353

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