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Invesco's July AUM at $2,447.1B; Shares Up 0.82%

Invesco ended July 31 with $2,447.1 billion in assets under management, down $23.2 billion, or 0.9%, from $2,470.3 billion at June 30.

The firm reported $8.6 billion in net long-term inflows for July, while money market funds brought in $22.8 billion. Those gains were more than offset by a $59 billion hit from unfavorable market returns, partially cushioned by a $4.6 billion lift from foreign exchange.

Across the major business lines, July AUM moved unevenly from June:

  • ETFs and index strategies: $750.5 billion, down $3.0 billion from $753.5 billion
  • QQQ: $452.8 billion, down $37.3 billion from $490.1 billion
  • Fundamental fixed income: $315.7 billion, up $0.2 billion from $315.5 billion
  • Fundamental equities: $312.5 billion, down $5.6 billion from $318.1 billion
  • Private markets: $135.8 billion, up $0.3 billion from $135.5 billion
  • China JV: $163.4 billion, up $0.2 billion from $163.2 billion
  • Multi-asset / other: $83.4 billion, up $3.5 billion from $79.9 billion
  • Global liquidity: $233.0 billion, up $18.5 billion from $214.5 billion

The company’s preliminary average total AUM for the quarter through July 31 was $2,453.0 billion, while preliminary average active AUM was $1,216.9 billion. As a result of these announcements, the company's shares have moved 0.82% on the market, and are now trading at a price of $32.00. For the full picture, make sure to review Invesco's 8-K report.

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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