• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 13F-HR filed by Invesco Ltd

    8/13/25 3:13:35 PM ET
    $IVZ
    Investment Managers
    Finance
    Get the next $IVZ alert in real time by email
    SEC FORM 13F-HR

    The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
    The reader should not assume that the information is accurate and complete.

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    FORM 13F

    FORM 13F COVER PAGE

    OMB APPROVAL
    OMB Number: 3235-0006
    Estimated average burden
    hours per response: 23.8

    Report for the Calendar Year or Quarter Ended: 06-30-2025
    Check here if Amendment    Amendment Number:
    This Amendment (Check only one.):    is a restatement.
       adds new holdings entries.
    Institutional Investment Manager Filing this Report:
    Name: Invesco Ltd.
    Address: 1331 Spring Street NW
    Suite 2500
    Atlanta, GA  30309
    Form 13F File Number: 028-11246
    CRD Number (if applicable): 000000000
    SEC File Number (if applicable):

    The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

    Person Signing this Report on Behalf of Reporting Manager:
    Name: Robert R. Leveille
    Title: Global Head of Compliance
    Phone: 404-439-4979
    Signature, Place, and Date of Signing:
    Robert R. Leveille, Global Head of Compliance Atlanta,  GA 08-13-2025
    [Signature] [City, State] [Date]
    Report Type (Check only one.):
    X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
       13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
       13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
    Form 13F Summary Page
    Report Summary:
    Number of Other Included Managers: 14
    Form 13F Information Table Entry Total: 24,840
    Form 13F Information Table Value Total: 587,990,232,435
    (round to nearest dollar)
    List of Other Included Managers:
    Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
    [If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
    No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
    1 Invesco Advisers, Inc. 028-00255 000105360    
    2 Invesco Canada Ltd. 028-06137 000126572    
    3 Invesco Trust Co 028-16163      
    4 Invesco Hong Kong Limited 028-20392 000109923    
    5 Invesco Asset Management Deutschland GmbH 028-20393 000143238    
    6 Invesco Asset Management Limited 028-05683 000109985    
    9 Invesco Management S.A. 028-20391      
    10 Invesco Taiwan Ltd 028-22513      
    11 Invesco Asset Management (Japan) Limited 028-20389 000107155    
    13 Invesco Australia Ltd 028-20390 000145813    
    14 Invesco Investment Advisers LLC 028-11365 000104885    
    15 Invesco Capital Management LLC 028-11936 000125601    
    16 Invesco Asset Management Singapore Ltd. 028-22512      
    20 Invesco Managed Accounts, LLC 028-23723 000154461    

    Get the next $IVZ alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $IVZ

    DatePrice TargetRatingAnalyst
    7/21/2025$25.00Hold → Buy
    TD Cowen
    7/11/2025$18.00Underweight → Equal Weight
    Wells Fargo
    4/9/2025$22.00 → $13.00Buy → Hold
    TD Cowen
    9/12/2024$16.00Underweight
    Wells Fargo
    8/27/2024$18.00Equal Weight
    Barclays
    1/4/2024$21.00Outperform
    TD Cowen
    12/14/2023$15.50 → $20.00Mkt Perform → Outperform
    Keefe Bruyette
    7/10/2023$15.00 → $21.00Market Perform
    BMO Capital Markets
    More analyst ratings

    $IVZ
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Invesco upgraded by TD Cowen with a new price target

    TD Cowen upgraded Invesco from Hold to Buy and set a new price target of $25.00

    7/21/25 8:23:07 AM ET
    $IVZ
    Investment Managers
    Finance

    Invesco upgraded by Wells Fargo with a new price target

    Wells Fargo upgraded Invesco from Underweight to Equal Weight and set a new price target of $18.00

    7/11/25 7:56:33 AM ET
    $IVZ
    Investment Managers
    Finance

    Invesco downgraded by TD Cowen with a new price target

    TD Cowen downgraded Invesco from Buy to Hold and set a new price target of $13.00 from $22.00 previously

    4/9/25 8:35:36 AM ET
    $IVZ
    Investment Managers
    Finance

    $IVZ
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Invesco Advisers, Inc. was granted 52,636 units of Class E Common Stock, increasing direct ownership by 29% to 234,757 units (SEC Form 4)

    4 - Invesco Ltd. (0000914208) (Reporting)

    8/4/25 11:53:18 AM ET
    $IVZ
    Investment Managers
    Finance

    Director Invesco Advisers, Inc. returned $161,375 worth of Class E Common Stock to the company (5,778 units at $27.93) and was granted 8,409 units of Class E Common Stock, increasing direct ownership by 2% to 110,304 units (SEC Form 4)

    4 - Invesco Ltd. (0000914208) (Reporting)

    8/4/25 11:50:41 AM ET
    $IVZ
    Investment Managers
    Finance

    Director Invesco Advisers, Inc. returned $129,248 worth of Class E Common Stock to the company (4,617 units at $27.99) and was granted 8,620 units of Class E Common Stock, increasing direct ownership by 4% to 107,673 units (SEC Form 4)

    4 - Invesco Ltd. (0000914208) (Reporting)

    7/2/25 1:20:10 PM ET
    $IVZ
    Investment Managers
    Finance

    $IVZ
    SEC Filings

    View All

    SEC Form 13F-HR filed by Invesco Ltd

    13F-HR - Invesco Ltd. (0000914208) (Filer)

    8/13/25 3:13:35 PM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Ltd filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Invesco Ltd. (0000914208) (Filer)

    8/11/25 4:21:14 PM ET
    $IVZ
    Investment Managers
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by Invesco Ltd

    SCHEDULE 13G/A - Invesco Ltd. (0000914208) (Filed by)

    8/7/25 4:20:13 PM ET
    $IVZ
    Investment Managers
    Finance

    $IVZ
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    $IVZ
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Invesco Realty, Inc. bought $5,000,000 worth of Class D Common Stock (199,087 units at $25.11), bought $5,000,000 worth of Class E Common Stock (199,064 units at $25.12), bought $5,000,000 worth of Class I Common Stock (199,087 units at $25.11) and bought $5,000,000 worth of Class S Common Stock (199,087 units at $25.11) (SEC Form 4)

    4 - Invesco Ltd. (0000914208) (Reporting)

    10/4/23 5:00:42 PM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Ltd. Announces July 31, 2025 Assets Under Management

    ATLANTA, Aug. 11, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ)1 today reported preliminary month-end assets under management (AUM) of $2,024.5 billion, an increase of 1.2% versus previous month-end. The firm delivered net long-term inflows of $5.8 billion in the month. Non-management fee earning net outflows were $0.4 billion and money market net inflows were $4.0 billion. AUM was positively impacted by favorable market returns, which increased AUM by $22 billion. FX decreased AUM by $8.5 billion. Preliminary average total AUM for the quarter through July 31 were $2,029.0 billion, and preliminary average active AUM for the quarter through July 31 were $1,095.9 billion.

    8/11/25 4:15:00 PM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025, Significantly Outpacing H1 2024 Activity

    DALLAS, Aug. 7, 2025 /PRNewswire/ -- Invesco Real Estate, the $88 billion global real estate investment platform of Invesco Ltd., ramped up its lending activity in the first half of 2025 with loan commitments across North America and Europe totalling $2.3 billion in committed capital across 30 unique loans. This volume demonstrates the team's continued momentum and a surge in activity, more than doubling the firm's H1 2024 global origination volume. Multifamily and Industrial represented the largest areas of conviction for the group in the first half of 2025, with 80% of trans

    8/7/25 9:00:00 AM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Closed-End Funds Declare Dividends

    ATLANTA, Aug. 1, 2025 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 8/18/2025 8/18/2025 8/29/2025 8/29/2025   Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Per Share Change From Prior Distribution % ChangeFrom Prior Distribution Invesco Advantage Municipal Income Trust II VKI $0.05591 - - Invesco Bond Fund VBF $0.07001 - - Invesco California Value Municipal Income Trust   VCV $0.06461 - - Invesco High Income Trust II VLT $0.09641 - - Inv

    8/1/25 12:00:00 PM ET
    $IIM
    $IQI
    $IVZ
    Investment Managers
    Finance
    Finance Companies
    Trusts Except Educational Religious and Charitable

    $IVZ
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Invesco Ltd

    SC 13G - Invesco Ltd. (0000914208) (Filed by)

    11/8/24 9:59:27 AM ET
    $IVZ
    Investment Managers
    Finance

    SEC Form SC 13G filed by Invesco Ltd

    SC 13G - Invesco Ltd. (0000914208) (Filed by)

    11/8/24 9:56:32 AM ET
    $IVZ
    Investment Managers
    Finance

    SEC Form SC 13G filed by Invesco Ltd

    SC 13G - Invesco Ltd. (0000914208) (Filed by)

    11/8/24 9:30:49 AM ET
    $IVZ
    Investment Managers
    Finance

    $IVZ
    Leadership Updates

    Live Leadership Updates

    View All

    Venu Holding Corporation Strengthens Its Board of Directors With The Addition of Financial Leader Thomas M. Finke

    Mr. Finke Joins VENU to Help Guide Corporate Expansion and Reinforce Strategic Oversight Venu Holding Corporation ("VENU" or the "Company") (NYSE:VENU), a developer, owner, and operator of upscale live music venues and premium hospitality destinations, today announced the appointment of financial thought leader and strategic growth advisor, Thomas M. Finke, to its Board of Directors. Known for his financial leadership and growth-driven mindset, Finke will officially assume the position on May 5, 2025, to support VENU's bold growth vision and strategic trajectory through the capital markets This press release features multimedia. View the full release here: https://www.businesswire.com/news

    5/5/25 8:33:00 AM ET
    $IVZ
    $VENU
    Investment Managers
    Finance
    Services-Misc. Amusement & Recreation
    Consumer Discretionary

    Former CEO of S&P Dow Jones Indices Alexander J. Matturri, Jr. Joins SOFR Academy

    Matturri brings 35-years of experience building businesses in the financial services industry He led the expansion of the S&P Dow Jones Indices brand into new markets via strategic partnerships Matturri to advise SOFR Academy on strategy execution   Today, SOFR Academy, Inc, an economic education and market information provider, announced the appointment of Alexander J. Matturri, Jr. as Senior Advisor to the firm effective immediately. Mr. Matturri was previously Chief Executive Officer of S&P Dow Jones Indices ("S&P DJI"), a position he held from 2007 until retiring in 2020. He led the expansion of the S&P DJI's index business via strategic partnerships with global stock exch

    1/22/24 10:03:00 AM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Advisers, Inc. Announces Appointment of New Trustees for Closed-End Funds

    ATLANTA, Jan. 18, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE:IVZ), announced today that the Boards of Trustees (the "Boards") of Invesco Advantage Municipal Income Trust II (VKI), Invesco Bond Fund (VBF), Invesco California Value Municipal Income Trust (VCV), Invesco High Income 2024 Target Term Fund (IHTA), Invesco High Income Trust II (VLT), Invesco Municipal Income Opportunities Trust (OIA), Invesco Municipal Opportunity Trust (VMO), Invesco Municipal Trust (VKQ), Invesco Pennsylvania Value Municipal Income Trust (VPV), Invesco Quality Municipal Income Trust (IQI), Invesco Senior Income Trust (VVR), Invesco Trust for Investment Grade Municipals (VGM),

    1/18/24 4:15:00 PM ET
    $IVZ
    Investment Managers
    Finance

    $IVZ
    Financials

    Live finance-specific insights

    View All

    Invesco Closed-End Funds Declare Dividends

    ATLANTA, Aug. 1, 2025 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 8/18/2025 8/18/2025 8/29/2025 8/29/2025   Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Per Share Change From Prior Distribution % ChangeFrom Prior Distribution Invesco Advantage Municipal Income Trust II VKI $0.05591 - - Invesco Bond Fund VBF $0.07001 - - Invesco California Value Municipal Income Trust   VCV $0.06461 - - Invesco High Income Trust II VLT $0.09641 - - Inv

    8/1/25 12:00:00 PM ET
    $IIM
    $IQI
    $IVZ
    Investment Managers
    Finance
    Finance Companies
    Trusts Except Educational Religious and Charitable

    Invesco Canada announces cash distributions for its ETFs

    TORONTO, July 23, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the July 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on July 30, 2025, will receive cash distributions payable on August 8, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Tickersymbol† Distribution per unit ($) Paymentfrequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05734 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.04674 Monthly Invesco 1-5 Year Laddered Investment Grade

    7/23/25 4:00:00 PM ET
    $IVZ
    Investment Managers
    Finance

    Invesco Reports Results for the Three Months Ended June 30, 2025

    Invesco Announces Second Quarter Diluted EPS of $(0.03); Adjusted Diluted EPS(1) of $0.36 Preferred stock repurchase related costs negatively impacted Second Quarter Diluted EPS by $0.35 ATLANTA, July 22, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today reported financial results for the three months ended June 30, 2025. $15.6 billion of net long-term inflows for the quarter, primarily driven by ETFs and Index, China JV & India, Fundamental Fixed Income, and Multi-Asset/OtherEnding AUM grew to a record high of $2.0 trillion; an increase of 8.5% from the prior quarter14.1% op

    7/22/25 6:55:00 AM ET
    $IVZ
    Investment Managers
    Finance