Form D · Other Investment Fund
INVESCO INSTITUTIONAL EQUITY TRUST ENHANCED INDEX FUND
Greenville, DE · CIK 0001165567
Offering snapshot reported Aug 4, 2010 · SEC filing
- Reported sold
- $2M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Dec 14, 2001 As reported in this filing
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 |
|---|---|---|---|---|---|
| Aug 4, 2010 | Amendment | $2,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-38812
Represents the fund's initial opening value
Units of beneficial interest of the Invesco Institutional Equity Trust Enhanced Index Fund
Associated persons of the broker-dealer listed in Item 12 may receive compensation contingent upon, among other things, amounts invested by Fund purchasers, and the Promotor may compensate finders for referring investors based upon any amount invested.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| NONE | None | INVESCO AIM DISTRIBUTORS, INC. · CRD 7369 |
Source: Form D, filed Aug 4, 2010. 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.), Inc. Invesco Institutional | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Bny Mellon Trust Of Delaware, N.A. 4005 Kennett Pike, Ste. 250
Greenville, DE, 19807
Greenville, DE, 19807