Invesco’s institutional ETF research, developed with Cerulli Associates, highlights how asset owners are moving beyond basic ETF usage into more advanced, strategic applications. Drawing on 31 executive interviews and 200 survey responses across US and Canadian institutions, the research shows ETF adoption has accelerated significantly, with assets nearly doubling over five years to $337 billion1.
ETFs are no longer used solely for transition management or cash equitization. Instead, many institutions now incorporate them as long-term core holdings within portfolios, reflecting greater confidence and scale. Some users are even partnering with issuers to co-develop customized strategies. While liquidity, ease of use, and cost remain universally important, institutions increasingly prioritize issuer capabilities such as research, analytics, and portfolio construction support.
Adoption varies by segment, but public and corporate defined benefit plans, foundations, and insurers are all expanding ETF usage. Overall, ETFs are becoming a more deeply integrated, flexible tool in institutional portfolio construction, signaling a shift toward more deliberate and sophisticated implementation.
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency
Before investing, investors should carefully read the prospectus/summary prospectus
and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the Fund call (800) 983-0903 or visit invesco.com for the prospectus/summary prospectus.
1 Asset figures for 2019-2025 are based on NAIC data aggregated by S&P Dow Jones Indices as of March 24th, 2026.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may
not match the return of the Index. The Funds are subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Funds
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Low cost: Since ordinary brokerage commissions apply for each ETF buy and sell transaction, frequent trading activity may increase the cost of ETFs.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Fund and tender those Shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 80,000, 100,000 or 150,000 Shares.
Invesco Distributors, Inc. is not affiliated with Cerulli Associates.
Invesco Distributors, Inc. 6/26 NA5557205
