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AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

Invesco said preliminary month-end assets under management (AUM) for May 31, 2025 were $1,942.7 billion, up 5.6% from the prior month-end. It said all May 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 May 31, 2025 were $1,942.7 billion, up 5.6% from the prior month-end. It said all May figures are preliminary and subject to adjustment.

  2. Invesco said it had net long-term inflows of $6.1 billion for May. It also said non-management fee earning net inflows were $6.3 billion and money market net inflows were $19.4 billion for the same month.

  3. Invesco said favorable market returns increased AUM by $70 billion in May, and that foreign exchange increased AUM by $0.9 billion.

  4. The company reported ETFs & Index Strategies AUM of $522.8 billion and QQQ AUM of $333.6 billion as of May 31. Preliminary average total AUM for the quarter through May 31 was $1,859.6 billion, and preliminary average active AUM was $1,041.4 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 at end of May 2025 $1,942.7 billion

Invesco said preliminary month-end assets under management (AUM) for May 31, 2025 were $1,942.7 billion, up 5.6% from the prior month-end. It said all May figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

May net long-term inflows $6.1 billion

Invesco said it had net long-term inflows of $6.1 billion for May. It also said non-management fee earning net inflows were $6.3 billion and money market net inflows were $19.4 billion for the same month.

Source · Based on the filing body and exhibits

Market returns and FX effects on AUM

Invesco said favorable market returns increased AUM by $70 billion in May, and that foreign exchange increased AUM by $0.9 billion.

Source · Based on the filing body and exhibits

AUM by segment at end of May and quarterly average AUM

The company reported ETFs & Index Strategies AUM of $522.8 billion and QQQ AUM of $333.6 billion as of May 31. Preliminary average total AUM for the quarter through May 31 was $1,859.6 billion, and preliminary average active AUM was $1,041.4 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.