Form D · Other Investment Fund
Balanced-Risk Commodity Fund of the Invesco Institutional Trust
Atlanta, GA · CIK 0001695325
Offering snapshot reported Feb 13, 2026 · SEC filing
- Reported sold
- $1.07B Indefinite offering
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Nov 30, 2012 As reported in this filing
Fundraising history
Reported soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 13, 2026 | Amendment | $1,070,997,640 | $0vs Mar 12, 2025 | 30 | SEC filing |
| Mar 12, 2025 | Amendment | $1,070,997,640 | $0vs Jan 15, 2025 | 30 | SEC filing |
| Jan 15, 2025 | Amendment | $1,070,997,640 | $0vs Feb 7, 2024 | 30 | SEC filing |
| Feb 7, 2024 | Amendment | $1,070,997,640 | $0vs Apr 27, 2023 | 30 | SEC filing |
| Apr 27, 2023 | Amendment | $1,070,997,640 | $0vs Apr 28, 2022 | 30 | SEC filing |
| Apr 28, 2022 | Amendment | $1,070,997,640 | $5,738,943vs May 5, 2021 | 30 | SEC filing |
| May 5, 2021 | Amendment | $1,065,258,697 | $66,672,142vs Apr 29, 2020 | 29 | SEC filing |
| Apr 29, 2020 | Amendment | $998,586,555 | $0vs May 2, 2019 | 29 | SEC filing |
| May 2, 2019 | Amendment | $998,586,555 | $32,070,806vs Apr 12, 2018 | 29 | SEC filing |
| Apr 12, 2018 | Amendment | $966,515,749 | $126,850,000vs May 11, 2017 | 27 | SEC filing |
| May 11, 2017 | Initial | $839,665,749 | No comparison | 27 | SEC 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
- 021-286495
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Invesco Distributors, Inc. | 7369 |
Source: Form D, filed Feb 13, 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.
| Name | Reported 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:Atlanta, GA, 30309