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AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

Invesco said preliminary assets under management as of October 2025 were $2,166.6 billion, an increase of 2.0% versus the previous month-end. The October 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 assets under management as of October 2025 were $2,166.6 billion, an increase of 2.0% versus the previous month-end. The October figures are preliminary and subject to adjustment.

  2. The company said net long-term inflows for October were $8.0 billion, non-management fee earning net inflows were $6.6 billion and money market net inflows were $11.1 billion.

  3. Invesco said completion of the sale of its majority interest in its India asset management business decreased AUM by $15.6 billion. The company said market returns increased AUM by $38 billion in the same month and foreign exchange decreased AUM by $6.2 billion.

  4. The company said preliminary average total AUM for the quarter through October 31 was $2,156.0 billion and preliminary average active AUM was $1,128.6 billion. ETFs & Index Strategies AUM as of October was $621.4 billion and QQQ was $410.8 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.

Assets Under Management as of October 2025: $2,166.6 billion

Invesco said preliminary assets under management as of October 2025 were $2,166.6 billion, an increase of 2.0% versus the previous month-end. The October figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net Long-Term Inflows for October: $8.0 billion

The company said net long-term inflows for October were $8.0 billion, non-management fee earning net inflows were $6.6 billion and money market net inflows were $11.1 billion.

Source · Based on the filing body and exhibits

Completion of Sale of India Asset Management Majority Interest and AUM Changes

Invesco said completion of the sale of its majority interest in its India asset management business decreased AUM by $15.6 billion. The company said market returns increased AUM by $38 billion in the same month and foreign exchange decreased AUM by $6.2 billion.

Source · Based on the filing body and exhibits

Quarterly Average AUM and Assets Under Management by Investment Capability as of October

The company said preliminary average total AUM for the quarter through October 31 was $2,156.0 billion and preliminary average active AUM was $1,128.6 billion. ETFs & Index Strategies AUM as of October was $621.4 billion and QQQ was $410.8 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.