Skip to content
ChickenStockChickenStock
ResearchFilings

AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

The company said preliminary month-end assets under management were $1,844.8 billion as of March 2025, a 2.3% decrease from the prior month-end. It said all March figures are preliminary and subject to adjustment.

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

Key points

AI summary
  1. The company said preliminary month-end assets under management were $1,844.8 billion as of March 2025, a 2.3% decrease from the prior month-end. It said all March figures are preliminary and subject to adjustment.

  2. The company said it had net long-term inflows of $6.5 billion in March. It said unfavorable market returns decreased AUM by $60 billion. It also said FX and reinvested distributions increased AUM by $5.2 billion.

  3. Invesco said non-management fee earning net outflows were $1.7 billion and money market net inflows were $5.8 billion in March.

  4. The company said preliminary average total AUM for the quarter through March 31 was $1,880.8 billion, and preliminary average active AUM was $1,043.1 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.

Invesco Preliminary AUM at End of March 2025 at $1,844.8 billion

The company said preliminary month-end assets under management were $1,844.8 billion as of March 2025, a 2.3% decrease from the prior month-end. It said all March figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net Long-Term Inflows of $6.5 billion in March Offset by Market Returns

The company said it had net long-term inflows of $6.5 billion in March. It said unfavorable market returns decreased AUM by $60 billion. It also said FX and reinvested distributions increased AUM by $5.2 billion.

Source · Based on the filing body and exhibits

Non-Management Fee Earning Outflows and Money Market Inflows

Invesco said non-management fee earning net outflows were $1.7 billion and money market net inflows were $5.8 billion in March.

Source · Based on the filing body and exhibits

Quarter-to-Date Average Total AUM and Average Active AUM

The company said preliminary average total AUM for the quarter through March 31 was $1,880.8 billion, and preliminary average active AUM was $1,043.1 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.