We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Invesco's April AUM Dips Marginally on Weak Markets, Outflows
Read MoreHide Full Article
Invesco (IVZ - Free Report) has announced preliminary assets under management (AUM) for April 2025. The company’s month-end AUM of $1.84 trillion was 0.3% down from the previous month.
Invesco reported net long-term inflows of $1.3 billion for April. Non-management fee-earning net outflows were $2 billion, while money market net outflows totaled $12.1 billion. Further, the company was unfavorably impacted by weak market returns, resulting in a $1 billion decline in AUM. On the other hand, FX raised the AUM balance by $9.2 billion in April.
Invesco’s preliminary average total AUM in the quarter through April 30 was $1.82 trillion, and the initial average active AUM came in at $1.03 trillion.
Invesco’s Performance Breakdown by Asset Class
At the end of April, Invesco’s AUM under ETFs & Index Strategies was $492.4 billion, rising marginally from the previous month. The Fundamental Fixed Income AUM of $298.9 billion grew 2.4% sequentially.
Additionally, China JV & India AUM rose 1% from March 2025 to $112.1 billion. AUM under Multi-Asset/Other was $61.1 billion, increasing 2.9% from the previous month’s end. Further, QQQs AUM was $299.1 billion, which rose 0.6%.
On the other hand, in April, Private Markets AUM declined 3% to $127.4 billion, while Fundamental Equities AUM was $261.1 billion, down 0.6% from March 2025-end. Also, Global Liquidity AUM was $187.9 billion, decreasing 6.1% sequentially.
Our Take on Invesco
Several macroeconomic headwinds have been leading to a volatile trend in asset flows, which, along with a tough operating environment, might hurt Invesco’s top line in the near term. However, past buyouts, diverse product offerings and alternative investment strategies, global presence and a solid AUM balance will likely keep aiding the company’s financials.
In the past three months, shares of IVZ have lost 15.4% compared with the industry’s decline of 7.4%.
Image Source: Zacks Investment Research
At present, Invesco carries a Zacks Rank of 4 (Sell).
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.53 trillion as of April 30, 2025, which decreased marginally from the prior month.
The decline in BEN’s AUM balance was due to preliminary long-term net outflows of $10 billion, inclusive of $10 billion of long-term net outflows at Western Asset Management, partially offset by the favorable impact of foreign exchange.
T. Rowe Price Group, Inc. (TROW - Free Report) announced its preliminary AUM of $1.56 trillion for April 2025. The figure reflected a sequential marginal decrease.
TROW experienced net outflows of $3.5 billion in April 2025.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Invesco's April AUM Dips Marginally on Weak Markets, Outflows
Invesco (IVZ - Free Report) has announced preliminary assets under management (AUM) for April 2025. The company’s month-end AUM of $1.84 trillion was 0.3% down from the previous month.
Invesco reported net long-term inflows of $1.3 billion for April. Non-management fee-earning net outflows were $2 billion, while money market net outflows totaled $12.1 billion. Further, the company was unfavorably impacted by weak market returns, resulting in a $1 billion decline in AUM. On the other hand, FX raised the AUM balance by $9.2 billion in April.
Invesco’s preliminary average total AUM in the quarter through April 30 was $1.82 trillion, and the initial average active AUM came in at $1.03 trillion.
Invesco’s Performance Breakdown by Asset Class
At the end of April, Invesco’s AUM under ETFs & Index Strategies was $492.4 billion, rising marginally from the previous month. The Fundamental Fixed Income AUM of $298.9 billion grew 2.4% sequentially.
Additionally, China JV & India AUM rose 1% from March 2025 to $112.1 billion. AUM under Multi-Asset/Other was $61.1 billion, increasing 2.9% from the previous month’s end. Further, QQQs AUM was $299.1 billion, which rose 0.6%.
On the other hand, in April, Private Markets AUM declined 3% to $127.4 billion, while Fundamental Equities AUM was $261.1 billion, down 0.6% from March 2025-end. Also, Global Liquidity AUM was $187.9 billion, decreasing 6.1% sequentially.
Our Take on Invesco
Several macroeconomic headwinds have been leading to a volatile trend in asset flows, which, along with a tough operating environment, might hurt Invesco’s top line in the near term. However, past buyouts, diverse product offerings and alternative investment strategies, global presence and a solid AUM balance will likely keep aiding the company’s financials.
In the past three months, shares of IVZ have lost 15.4% compared with the industry’s decline of 7.4%.
Image Source: Zacks Investment Research
At present, Invesco carries a Zacks Rank of 4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Invesco’s Peers in April
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary AUM of $1.53 trillion as of April 30, 2025, which decreased marginally from the prior month.
The decline in BEN’s AUM balance was due to preliminary long-term net outflows of $10 billion, inclusive of $10 billion of long-term net outflows at Western Asset Management, partially offset by the favorable impact of foreign exchange.
T. Rowe Price Group, Inc. (TROW - Free Report) announced its preliminary AUM of $1.56 trillion for April 2025. The figure reflected a sequential marginal decrease.
TROW experienced net outflows of $3.5 billion in April 2025.