Invesco Indexing announced today the results of the quarterly Invesco Indexing Investable (III) Equity Universe rebalance as well as the results of several equity index updates. All changes will be implemented after the close of September 16, 2022.
Invesco Indexing Investable Equity Universe
The III Equity Universe quarterly rebalance changes are summarized in the table below:
|
INDEX NAME |
TOTAL |
ADDITION |
DELETION |
|---|---|---|---|
|
Invesco Indexing Investable Equity Universe |
8801 | 8 | 38 |
Invesco Equity Indexes
The quarterly update changes affecting the equity indexes are summarized in the tables below:
|
INDEX TICKER |
INDEX NAME |
TOTAL |
ADDITION |
DELETION |
|---|---|---|---|---|
| IIAKT | Invesco Asia ex-Japan Total Market Index | 1028 | 0 | 9 |
| IIAKTL | Invesco Asia ex-Japan Total Market Low Volatility Index | 219 | 0 | 1 |
| IIAKTM | Invesco Asia ex-Japan Total Market Price Momentum Index | 280 | 0 | 0 |
| IIAKTQ | Invesco Asia ex-Japan Total Market Quality Index | 276 | 0 | 3 |
| IIAKTS | Invesco Asia ex-Japan Total Market Small Cap Index | 1340 | 2 | 10 |
| IIAKTV | Invesco Asia ex-Japan Total Market Value Index | 248 | 0 | 3 |
| IICBBM | Invesco Canada Large Mid Cap Broad Price Momentum Index | 45 | 0 | 0 |
| IICBBQ | Invesco Canada Large Mid Cap Broad Quality Index | 40 | 0 | 0 |
| IICBBV | Invesco Canada Large Mid Cap Broad Value Index | 44 | 0 | 0 |
| IICB | Invesco Canada Large Mid Cap Index | 82 | 0 | 0 |
| IIDEF | Invesco Defensive Equity Index | 100 | 25 | 25 |
| IIDKRY | Invesco Developed Markets ex-Japan All Cap REIT Index | 251 | 1 | 4 |
| IIXXLBM | Invesco Developed Markets ex-North America & Korea Large Cap Broad Price Momentum Index | 149 | 0 | 1 |
| IIXXLBQ | Invesco Developed Markets ex-North America & Korea Large Cap Broad Quality Index | 153 | 0 | 1 |
| IIXXLBV | Invesco Developed Markets ex-North America & Korea Large Cap Broad Value Index | 145 | 0 | 1 |
| IIXXL | Invesco Developed Markets ex-North America & Korea Large Cap Index | 338 | 1 | 2 |
| IIEELBM | Invesco Emerging Markets + Korea Large Cap Broad Price Momentum Index | 205 | 0 | 0 |
| IIEELBQ | Invesco Emerging Markets + Korea Large Cap Broad Quality Index | 217 | 0 | 1 |
| IIEELBV | Invesco Emerging Markets + Korea Large Cap Broad Value Index | 204 | 0 | 1 |
| IIEEL | Invesco Emerging Markets + Korea Large Cap Index | 461 | 1 | 1 |
| IIELM | Invesco Europe Index | 529 | 1 | 3 |
| IIEL | Invesco Europe Low Volatility Index | 121 | 0 | 0 |
| IIEM | Invesco Europe Price Momentum Index | 144 | 0 | 2 |
| IIEQ | Invesco Europe Quality Index | 145 | 0 | 1 |
| IIES | Invesco Europe Small Cap Index | 802 | 0 | 5 |
| IIEV | Invesco Europe Value Index | 127 | 0 | 1 |
| IIGCA | Invesco Global Climate Alignment Index | 648 | 0 | 8 |
| IIGE | Invesco Global Emerging Markets Index | 1332 | 1 | 11 |
| IIGEL | Invesco Global Emerging Markets Low Volatility Index | 284 | 0 | 1 |
| IIGEM | Invesco Global Emerging Markets Price Momentum Index | 354 | 0 | 2 |
| IIGEQ | Invesco Global Emerging Markets Quality Index | 350 | 0 | 4 |
| IIGES | Invesco Global Emerging Markets Small Cap Index | 1185 | 2 | 10 |
| IIGEV | Invesco Global Emerging Markets Value Index | 320 | 0 | 4 |
| IIGKEI | Invesco Global ex-Japan & Korea ESG Insight Index | 436 | 0 | 2 |
| IIGK | Invesco Global ex-Japan & Korea Index | 1679 | 3 | 5 |
| IIGKUP | Invesco Global ex-Japan ESG Rising Stars Index | 790 | 0 | 2 |
| IIGX | Invesco Global ex-US Index | 1128 | 1 | 3 |
| IIGXL | Invesco Global ex-US Low Volatility Index | 249 | 0 | 0 |
| IIGXM | Invesco Global ex-US Price Momentum Index | 280 | 0 | 2 |
| IIGXQ | Invesco Global ex-US Quality Index | 302 | 0 | 1 |
| IIGXS | Invesco Global ex-US Small Cap Index | 2634 | 0 | 10 |
| IIGXTBB | Invesco Global ex-US Total Market Broad QVML Blend Index | 785 | 0 | 2 |
| IIGXV | Invesco Global ex-US Value Index | 273 | 0 | 1 |
| IIGGB | Invesco Global Gender Balance Index | 649 | 0 | 11 |
| IIGLM | Invesco Global Index | 2055 | 3 | 5 |
| IIGL | Invesco Global Low Volatility Index | 467 | 0 | 1 |
| IIGM | Invesco Global Price Momentum Index | 502 | 0 | 2 |
| IIGQ | Invesco Global Quality Index | 543 | 0 | 1 |
| IIGS | Invesco Global Small Cap Index | 4229 | 3 | 13 |
| IIGTMA | Invesco Global Total Market All Cap Index | 8801 | 8 | 38 |
| IIGTM | Invesco Global Total Market Index | 3387 | 4 | 16 |
| IIGV | Invesco Global Value Index | 493 | 0 | 1 |
| IIJRY | Invesco Japan All Cap REIT Index | 49 | 0 | 0 |
| IIZLEE | Invesco Select Eurozone Large Cap ESG Index | 41 | 0 | 0 |
| IISXL | Invesco Strategic Developed ex-US Index | 851 | 0 | 2 |
| IISE | Invesco Strategic Emerging Markets Index | 458 | 0 | 2 |
| IISUL | Invesco Strategic US Index | 544 | 0 | 1 |
| IISUS | Invesco Strategic US Small Company Index | 1262 | 0 | 1 |
| IIBBLP | Invesco UK Broad Low Volatility Index | 54 | 0 | 0 |
| IIBBMP | Invesco UK Broad Price Momentum Index | 59 | 0 | 1 |
| IIBBQP | Invesco UK Broad Quality Index | 58 | 0 | 2 |
| IIUCE | Invesco US Core ESG Index | 328 | 30 | 47 |
| IIUXREL | Invesco US ex-Real Estate Low Volatility Index | 193 | 0 | 1 |
| IIUXREM | Invesco US ex-Real Estate Price Momentum Index | 214 | 0 | 0 |
| IIUXREQ | Invesco US ex-Real Estate Quality Index | 223 | 0 | 1 |
| IIUXREV | Invesco US ex-Real Estate Value Index | 227 | 0 | 0 |
| IIUINC | Invesco US Inclusion Index | 159 | 0 | 1 |
| IIULBM | Invesco US Large Cap Broad Price Momentum Index | 184 | 0 | 0 |
| IIULBQ | Invesco US Large Cap Broad Quality Index | 185 | 0 | 0 |
| IIULBB | Invesco US Large Cap Broad QVML Blend Index | 344 | 0 | 0 |
| IIULBV | Invesco US Large Cap Broad Value Index | 176 | 0 | 0 |
| IIUSLCE | Invesco US Large Cap Equal Weight Index | 411 | 0 | 0 |
| IIUSLCP | Invesco US Large Cap Index | 411 | 0 | 0 |
| IIRULTB | Invesco US Large Cap Total Balanced Multi-Factor ESG Index | 299 | 0 | 0 |
| IIUSLMP | Invesco US Large Mid Cap Index | 927 | 2 | 2 |
| IIUL | Invesco US Low Volatility Index | 222 | 0 | 1 |
| IIUM | Invesco US Price Momentum Index | 231 | 0 | 0 |
| IIUQ | Invesco US Quality Index | 243 | 0 | 0 |
| IIUTC | Invesco US QVM Multi-Factor Index | 247 | 0 | 0 |
| IIUSSCP | Invesco US Small Cap Index | 1595 | 3 | 3 |
| IIUSE | Invesco US Social Equity Index | 272 | 0 | 9 |
| IIUV | Invesco US Value Index | 218 | 0 | 0 |
For more information, please email Invesco Indexing client support at indexsupport@invesco.com.
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