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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 as of April 30, 2026 were $2,339.4 billion, an increase of 8.3% versus the previous month-end. The company noted that April 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 as of April 30, 2026 were $2,339.4 billion, an increase of 8.3% versus the previous month-end. The company noted that April figures are preliminary and subject to adjustment.

  2. Invesco said net long-term inflows for the month ended April were $18.2 billion, and money market net inflows were $2.2 billion.

  3. The company said assets under management increased by $151 billion due to favorable market returns in April, and increased by $8.2 billion due to foreign exchange effects.

  4. Invesco said preliminary average total assets under management for the quarter through April 30 was $2,260.5 billion, and preliminary average active assets under management was $1,159.9 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 April 2026: $2,339.4 billion

Invesco said preliminary month-end assets under management as of April 30, 2026 were $2,339.4 billion, an increase of 8.3% versus the previous month-end. The company noted that April figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net Inflows for April: $18.2 billion and $2.2 billion

Invesco said net long-term inflows for the month ended April were $18.2 billion, and money market net inflows were $2.2 billion.

Source · Based on the filing body and exhibits

Impact of Market Returns and Foreign Exchange on Assets Under Management

The company said assets under management increased by $151 billion due to favorable market returns in April, and increased by $8.2 billion due to foreign exchange effects.

Source · Based on the filing body and exhibits

Average Assets Under Management for the Quarter Through April 30

Invesco said preliminary average total assets under management for the quarter through April 30 was $2,260.5 billion, and preliminary average active assets under management was $1,159.9 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.