Invesco said its preliminary month-end assets under management (AUM) as of March 31, 2024 were $1,662.7 billion, up 2.0% from the prior month-end. The figures are preliminary and subject to adjustment.

8-KRegulation FD DisclosureFiled Apr 9, 2024Period of report Apr 9, 2024Summary published (UTC) Oct 28, 2026

Key points

AI summary

Invesco said its preliminary month-end assets under management (AUM) as of March 31, 2024 were $1,662.7 billion, up 2.0% from the prior month-end. The figures are preliminary and subject to adjustment.
The company said net long-term inflows for March were $2.8 billion, and favorable market returns raised AUM by $29 billion. It said FX movements reduced AUM by $1.1 billion, which was partially offset by reinvested distributions of $0.9 billion.
The company said non-management fee earning net inflows for March were $1.8 billion, and money market net outflows were $1.5 billion.
The company said preliminary active AUM as of March 31, 2024 was $995.7 billion and passive AUM was $667.0 billion. Preliminary average total AUM for Q1 was $1,613.0 billion, and average active AUM was $981.0 billion.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Preliminary AUM at end of March 2024 was $1,662.7 billion

Invesco said its preliminary month-end assets under management (AUM) as of March 31, 2024 were $1,662.7 billion, up 2.0% from the prior month-end. The figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net long-term inflows of $2.8 billion in March and market returns impact

The company said net long-term inflows for March were $2.8 billion, and favorable market returns raised AUM by $29 billion. It said FX movements reduced AUM by $1.1 billion, which was partially offset by reinvested distributions of $0.9 billion.

Source · Based on the filing body and exhibits

Non-management fee net inflows of $1.8 billion, money market net outflows of $1.5 billion

The company said non-management fee earning net inflows for March were $1.8 billion, and money market net outflows were $1.5 billion.

Source · Based on the filing body and exhibits

Active $995.7 billion and passive $667.0 billion AUM at end of March

The company said preliminary active AUM as of March 31, 2024 was $995.7 billion and passive AUM was $667.0 billion. Preliminary average total AUM for Q1 was $1,613.0 billion, and average active AUM was $981.0 billion.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

Unauthorized scraping, data storage and database creation prohibited

Without prior written consent, you must not crawl or scrape data compiled and organized by Chickstock or its analysis and summaries, or collect them repeatedly or in bulk for storage, ingestion or database creation. Repurposing, redistribution, sale and use to build other services are also prohibited.

Unauthorized use may result in access restrictions, demands to stop infringement and delete copies, and claims for damages. Violations of applicable law may also give rise to criminal liability.

Uses permitted by law, the Terms of Service or a separate agreement remain subject to their respective scope. Rights in individual source materials, including original filings, remain with their respective rights holders.