# Balanced-Risk Allocation Fund of the Invesco Institutional Trust — Form D/A

Balanced-Risk Allocation Fund of the Invesco Institutional Trust of ATLANTA, GA, a pooled investment fund, filed a Form D amendment with the SEC on 2019-05-02. $3.0B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2019-05-02
- Form: D/A
- Accession: 0001695330-19-000003
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $3.0B
- Minimum investment: $5.0M
- Investors: 43
- Security types: fund interests
- SEC file number: 021-286521

## Issuer

- Name: Balanced-Risk Allocation Fund of the Invesco Institutional Trust
- CIK: 0001695330
- Entity type: Business Trust
- Jurisdiction: NEW HAMPSHIRE
- Address: 1555 PEACHTREE ST NE STE 1100, ATLANTA, GA, 30309
- Phone: 404-439-4571

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| Leslie A. Schmidt | Related Person | Atlanta, GA |
| Christine Thompson | Executive Officer | Atlanta, GA |
| Christine Thompson | Related Person | Atlanta, GA |
| N/A Invesco Advisers, Inc. | Promoter | Atlanta, GA |
| Leslie A Schmidt | Executive Officer | Atlanta, GA |

## Other filings by this issuer (10)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-05-01](https://search.stillhousedata.com/formd/0001695330-26-000001) | D/A | — | $3.4B |
| [2025-03-12](https://search.stillhousedata.com/formd/0001695330-25-000002) | D/A | — | $3.4B |
| [2025-01-15](https://search.stillhousedata.com/formd/0001695330-25-000001) | D/A | — | $3.4B |
| [2024-02-08](https://search.stillhousedata.com/formd/0001695330-24-000002) | D/A | — | $3.4B |
| [2023-04-27](https://search.stillhousedata.com/formd/0001695330-23-000001) | D/A | — | $3.4B |
| [2022-04-28](https://search.stillhousedata.com/formd/0001695330-22-000001) | D/A | — | $3.4B |
| [2021-05-05](https://search.stillhousedata.com/formd/0001695330-21-000001) | D/A | — | $3.4B |
| [2020-04-29](https://search.stillhousedata.com/formd/0001695330-20-000001) | D/A | — | $3.0B |
| [2018-04-12](https://search.stillhousedata.com/formd/0001695330-18-000001) | D/A | — | $3.0B |
| [2017-05-11](https://search.stillhousedata.com/formd/0001695330-17-000001) | D | — | $2.5B |

## More

- [CIK 1695330 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1695330&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001695330-19-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
