North American Institutional ETF Adoption Doubles
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
0mins
Source: PRnewswire
- Significant ETF Growth: Cerulli and Invesco's research indicates that North American institutional asset owners have doubled their ETF adoption over the past five years, with ETF assets reaching approximately $337 billion in 2025, reflecting a strong demand for liquidity and efficiency among institutional investors.
- Growth Rate Outpacing Market: The ETF holdings of institutional asset owners grew at a 14.4% compound annual growth rate from 2020 to 2025, significantly surpassing the broader U.S. institutional market's 5% growth during the same period, indicating an increasing core role for ETFs in investment portfolios.
- Future Usage Expectations: Nearly half of institutional ETF users expect to increase their ETF allocations over the next 24 months, while 16% of current non-users plan to begin using ETFs, reflecting growing confidence in ETFs as core investment tools.
- Diversified Investment Strategies: The research highlights that institutional investors are not only focusing on index-tracking ETFs but are also considering actively managed ETFs, particularly in fixed income, demonstrating interest in emerging markets and unique investment strategies.
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Analyst Views on IVZ
Wall Street analysts forecast IVZ stock price to rise
11 Analyst Rating
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 28.060
Low
25.00
Averages
28.68
High
33.50
Current: 28.060
Low
25.00
Averages
28.68
High
33.50
About IVZ
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Environment Impact: Both ETFs have seen share price increases over the past year due to heightened government defense spending and geopolitical tensions, prompting investors to choose the fund that aligns with their risk preferences for optimal investment outcomes.
See More
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- Investor Relations Link: The event will provide a live audio webcast link through Invesco's Investor Relations section, ensuring global investors can access real-time company updates, thereby enhancing transparency.
- Replay Availability: For those unable to attend the live session, a replay will be available post-event, further increasing information accessibility and investor engagement, reflecting Invesco's commitment to effective communication with clients.
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See More
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See More
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- Strong Net Inflows: In April, Invesco recorded net long-term inflows of $18.2 billion, demonstrating sustained demand for its investment products and further solidifying its market position.
- Market Returns Impact: Favorable market returns contributed an additional $151 billion to AUM, while foreign exchange fluctuations added $8.2 billion, showcasing the firm's success in diversified investment strategies.
- Quarterly Averages: The preliminary average total AUM for the quarter ending April 30 was $2,260.5 billion, with active AUM at $1,159.9 billion, reflecting stable growth and ongoing attractiveness in the asset management sector.
See More
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- Fund Name Changes: Effective May 8, 2026, Invesco will rename its International Developed Dynamic-Multifactor Index ETF and Russell 1000 Dynamic-Multifactor Index ETF to their Multifactor counterparts, maintaining investment objectives and strategies to ensure consistency for investors.
- Series Terminations: Several mutual fund series, including Invesco Canadian Core Plus Bond Fund and Invesco Developing Markets Fund, will terminate on May 29, 2026, with all purchases closed, potentially increasing liquidity risks for existing investors.
- Cash Management Fund Termination: The Canadian Dollar Cash Management Fund will terminate on July 10, 2026, with new purchases closed immediately, allowing existing investors to buy until July 9, which may impact their asset allocation strategies.
- Management Transfer: Invesco has entered into an agreement to transfer management of its Canadian fund business to CI Investments Inc., which is expected to enhance management efficiency and optimize portfolio management, potentially having a profound impact on fund operations if the transaction closes.
See More
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- Growth Strategy: Invesco's CEO Andrew Schlossberg emphasized the company's focus on 'profitable organic growth,' highlighting high demand for scalable investment capabilities like fixed income and ETFs, indicating strong performance in the Asia-Pacific and EMEA markets will drive future growth.
- Sustained Inflows: The report revealed that Invesco achieved net long-term inflows of $21.8 billion in Q1, with $11.6 billion in global liquidity inflows, marking the company's 11th consecutive quarter of net inflows, demonstrating strong market demand for its investment products.
- ETF Expansion: By quarter-end, Invesco's ETF assets under management reached a record $638 billion, with nearly $19 billion in net inflows and the launch of four new active ETFs, further solidifying its position in the competitive ETF market.
- Capital Return Plan: CFO Allison Dukes reported an operating margin improvement to 34.5% and announced an increase in share repurchases by $40 million, alongside an additional $1 billion authorized for share buybacks, reflecting the company's confidence in future profitability.
See More
