AI English summary of an SEC filing — figures as filed
Invesco said preliminary month-end assets under management (AUM) as of January 31, 2025 were $1,902.8 billion, up 3.1% from the prior month-end. The company said the figures are preliminary and subject to adjustment.
Key points
AI summaryInvesco said preliminary month-end assets under management (AUM) as of January 31, 2025 were $1,902.8 billion, up 3.1% from the prior month-end. The company said the figures are preliminary and subject to adjustment.
Invesco reported net long-term inflows of $5.1 billion for the month ended January, with non-management fee earning net inflows of $2.3 billion and money market net inflows of $11.3 billion. The company said market returns increased AUM by $37 billion and foreign exchange increased it by $1.2 billion.
Invesco said preliminary average total AUM for the quarter through January 31 was $1,873.9 billion, and preliminary average active AUM was $1,035.9 billion.
The company reported that as of January 31, its ETFs & Index Strategies AUM was $507.3 billion, Global Liquidity was $200.2 billion and QQQ was $328.3 billion, compared with $484.0 billion, $189.4 billion and $318.9 billion, respectively, on December 31, 2024 (in billions).
Summary
AI-writtenAnalysis 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.
Invesco Preliminary January 2025 AUM at $1,902.8 billion
Invesco said preliminary month-end assets under management (AUM) as of January 31, 2025 were $1,902.8 billion, up 3.1% from the prior month-end. The company said the figures are preliminary and subject to adjustment.
Source · Based on the filing body and exhibits
January Net Inflows and Market and FX Impact
Invesco reported net long-term inflows of $5.1 billion for the month ended January, with non-management fee earning net inflows of $2.3 billion and money market net inflows of $11.3 billion. The company said market returns increased AUM by $37 billion and foreign exchange increased it by $1.2 billion.
Source · Based on the filing body and exhibits
Quarter-to-Date Average AUM of $1,873.9 billion
Invesco said preliminary average total AUM for the quarter through January 31 was $1,873.9 billion, and preliminary average active AUM was $1,035.9 billion.
Source · Based on the filing body and exhibits
Strategy Mix of AUM at January End
The company reported that as of January 31, its ETFs & Index Strategies AUM was $507.3 billion, Global Liquidity was $200.2 billion and QQQ was $328.3 billion, compared with $484.0 billion, $189.4 billion and $318.9 billion, respectively, on December 31, 2024 (in billions).
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.
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