DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Invesco
unclassifiedIL
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Employees' Retirement Plan of Acf Industries, LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- RET. Program for Ees of Viskase Companies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
35 rows, $1.8M direct compensation as filed
What changed
- Invesco appears on Local 734 Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Invescoaskebsa.dol.gov
- Matrix Metals LLC Employee Pension Plan first reports an interest in Invesco Treasury Institutional Fund (Invesco): $2M at 2024-12-31with Invescoaskebsa.dol.gov
- Invesco Inc no longer appears on United Association National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Pennsylvania Teamsters and Employers Pension FundInvesco Ltd. no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension PlanInvesco appears on SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSign, Pictorial and Display Union Local No. 591 Afl-Cio Pension FundInvesco no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- Invesco no longer appears on Employees' Retirement Plan of Acf Industries, LLC's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- American Postal Workers Union Employees' Retirement Plan no longer reports Invesco Balanced-Risk Allocation Cl (Invesco) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Invescoaskebsa.dol.gov
- Invesco Ltd. no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)with Invescoaskebsa.dol.gov
- Invesco Ltd no longer appears on Truist Financial Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Invescoaskebsa.dol.gov
- Invesco no longer appears on Steamfitters Local #449 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Invescoaskebsa.dol.gov
- Invesco Ltd. appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Invescoaskebsa.dol.gov