Form D · Other Investment Fund

Balanced-Risk Allocation Fund of the Invesco Institutional Trust

Atlanta, GA · CIK 0001695330

Offering snapshot reported May 1, 2026 · SEC filing

Reported sold
$3.39B
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jun 15, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.69B$3.39BMay 11, 2017: $2,529,923,840.00May 11, 2017Apr 12, 2018: $3,000,148,991.00May 2, 2019: $3,023,688,824.00Apr 29, 2020: $3,023,688,824.00May 5, 2021: $3,372,838,856.00Apr 28, 2022: $3,380,536,017.00Apr 27, 2023: $3,387,772,003.00Feb 8, 2024: $3,387,772,003.00Jan 15, 2025: $3,387,772,003.00Mar 12, 2025: $3,387,772,003.00May 1, 2026: $3,387,772,003.00May 1, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 1, 2026Amendment$3,387,772,003$0vs Mar 12, 202544SEC filing
Mar 12, 2025Amendment$3,387,772,003$0vs Jan 15, 202544SEC filing
Jan 15, 2025Amendment$3,387,772,003$0vs Feb 8, 202444SEC filing
Feb 8, 2024Amendment$3,387,772,003$0vs Apr 27, 202344SEC filing
Apr 27, 2023Amendment$3,387,772,003$7,235,986vs Apr 28, 202244SEC filing
Apr 28, 2022Amendment$3,380,536,017$7,697,161vs May 5, 202144SEC filing
May 5, 2021Amendment$3,372,838,856$349,150,032vs Apr 29, 202043SEC filing
Apr 29, 2020Amendment$3,023,688,824$0vs May 2, 201943SEC filing
May 2, 2019Amendment$3,023,688,824$23,539,833vs Apr 12, 201843SEC filing
Apr 12, 2018Amendment$3,000,148,991$470,225,151vs May 11, 201740SEC filing
May 11, 2017Initial$2,529,923,840No comparison37SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-286521

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Invesco Distributors, Inc.7369

Source: Form D, filed May 1, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Invesco Advisers, Inc. Promoter
Leslie A. Schmidt Executive
Christine Thompson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1331 Spring Street, Nw Suite 2500
Atlanta, GA, 30309