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Invesco's Assets Under Management Rise to $2,470.3 Billion

Invesco ended June 30 with $2,470.3 billion in assets under management, up $16.4 billion from $2,453.9 billion at May 31, a 0.7% increase month over month.

The firm said June brought $8.0 billion of net long-term inflows and $14.3 billion of net inflows into money market funds. Market performance added $9.0 billion to assets, while foreign exchange movements reduced assets by $6.4 billion. Reinvested distributions contributed another $1.6 billion.

By category, ETF and index strategies rose to $753.5 billion from $745.8 billion in May, an increase of $7.7 billion. Fundamental equities climbed to $318.1 billion from $316.5 billion. Private markets edged up to $135.5 billion from $135.5 billion, while China JV assets increased to $163.2 billion from $158.7 billion. Multi-asset and other assets grew to $79.9 billion from $79.6 billion. Global liquidity rose to $214.5 billion from $204.3 billion.

Two categories declined in June: fundamental fixed income fell to $490.1 billion from $494.0 billion, and the QQQ fund slipped to $315.5 billion from $319.5 billion.

For the quarter through June 30, preliminary average total AUM was $2,368.8 billion, and preliminary average active AUM was $1,184.3 billion. The market has reacted to these announcements by moving the company's shares 1.55% to a price of $29.055. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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