Skip to content
ChickenStockChickenStock
ResearchFilings

AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

Invesco said preliminary month-end assets under management (AUM) for November 30, 2024 were $1,856.5 billion, up 4.8% from the prior month-end. The figures are preliminary and subject to adjustment.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Invesco said preliminary month-end assets under management (AUM) for November 30, 2024 were $1,856.5 billion, up 4.8% from the prior month-end. The figures are preliminary and subject to adjustment.

  2. The company said net long-term inflows were $11.0 billion for the month of November, with non-management fee earning net inflows of $9.2 billion and money market net inflows of $14.9 billion.

  3. The company said AUM was positively impacted by favorable market returns, which increased AUM by $52 billion, while FX decreased AUM by $3.0 billion.

  4. Invesco said ETFs & Index Strategies AUM was $491.5 billion and QQQ AUM was $316.6 billion as of November 30, 2024, and preliminary average total AUM for the quarter through November 30 was $1,805.4 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 of $1,856.5 billion at end of November 2024

Invesco said preliminary month-end assets under management (AUM) for November 30, 2024 were $1,856.5 billion, up 4.8% 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 $11.0 billion in November

The company said net long-term inflows were $11.0 billion for the month of November, with non-management fee earning net inflows of $9.2 billion and money market net inflows of $14.9 billion.

Source · Based on the filing body and exhibits

Market returns lifted AUM by $52 billion, FX reduced it by $3.0 billion

The company said AUM was positively impacted by favorable market returns, which increased AUM by $52 billion, while FX decreased AUM by $3.0 billion.

Source · Based on the filing body and exhibits

ETFs & Index Strategies and QQQ AUM at end of November, and quarterly average AUM

Invesco said ETFs & Index Strategies AUM was $491.5 billion and QQQ AUM was $316.6 billion as of November 30, 2024, and preliminary average total AUM for the quarter through November 30 was $1,805.4 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.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.