<SEC-DOCUMENT>0001695325-25-000002.txt : 20250312 <SEC-HEADER>0001695325-25-000002.hdr.sgml : 20250312 <ACCEPTANCE-DATETIME>20250312145852 ACCESSION NUMBER: 0001695325-25-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: <ITEMS>06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20250312 DATE AS OF CHANGE: 20250312 EFFECTIVENESS DATE: 20250312 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Balanced-Risk Commodity Fund of the Invesco Institutional Trust CENTRAL INDEX KEY: 0001695325 ORGANIZATION NAME: IRS NUMBER: 452193767 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-286495 FILM NUMBER: 25731317 BUSINESS ADDRESS: STREET 1: 1331 SPRING STREET, NW STREET 2: SUITE 2500 CITY: ATLANTA STATE: GA ZIP: 30309 BUSINESS PHONE: 404-439-4571 MAIL ADDRESS: STREET 1: 1331 SPRING STREET, NW STREET 2: SUITE 2500 CITY: ATLANTA STATE: GA ZIP: 30309 </SEC-HEADER> <DOCUMENT> <TYPE>D/A <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0"?> <edgarSubmission> <schemaVersion>X0708</schemaVersion> <submissionType>D/A</submissionType> <testOrLive>LIVE</testOrLive> <primaryIssuer> <cik>0001695325</cik> <entityName>Balanced-Risk Commodity Fund of the Invesco Institutional Trust</entityName> <issuerAddress> <street1>1331 SPRING STREET, NW</street1> <street2>SUITE 2500</street2> <city>ATLANTA</city> <stateOrCountry>GA</stateOrCountry> <stateOrCountryDescription>GEORGIA</stateOrCountryDescription> <zipCode>30309</zipCode> </issuerAddress> <issuerPhoneNumber>404-439-4571</issuerPhoneNumber> <jurisdictionOfInc>NEW HAMPSHIRE</jurisdictionOfInc> <issuerPreviousNameList> <value>None</value> </issuerPreviousNameList> <edgarPreviousNameList> <value>None</value> </edgarPreviousNameList> <entityType>Business Trust</entityType> <yearOfInc> <overFiveYears>true</overFiveYears> </yearOfInc> </primaryIssuer> <relatedPersonsList> <relatedPersonInfo> <relatedPersonName> <firstName>n/a</firstName> <lastName>Invesco Advisers, Inc.</lastName> </relatedPersonName> <relatedPersonAddress> <street1>1331 Spring Street, NW</street1> <street2>Suite 2500</street2> <city>Atlanta</city> <stateOrCountry>GA</stateOrCountry> <stateOrCountryDescription>GEORGIA</stateOrCountryDescription> <zipCode>30309</zipCode> </relatedPersonAddress> <relatedPersonRelationshipList> <relationship>Promoter</relationship> </relatedPersonRelationshipList> <relationshipClarification>Investment Manager</relationshipClarification> </relatedPersonInfo> <relatedPersonInfo> <relatedPersonName> <firstName>Christine</firstName> <lastName>Thompson</lastName> </relatedPersonName> <relatedPersonAddress> <street1>1331 Spring Street, NW</street1> <street2>Suite 2500</street2> <city>Atlanta</city> <stateOrCountry>GA</stateOrCountry> <stateOrCountryDescription>GEORGIA</stateOrCountryDescription> <zipCode>30309</zipCode> </relatedPersonAddress> <relatedPersonRelationshipList> <relationship>Executive Officer</relationship> </relatedPersonRelationshipList> <relationshipClarification>Sr. V.P of Investment Manager</relationshipClarification> </relatedPersonInfo> </relatedPersonsList> <offeringData> <industryGroup> <industryGroupType>Pooled Investment Fund</industryGroupType> <investmentFundInfo> <investmentFundType>Other Investment Fund</investmentFundType> <is40Act>false</is40Act> </investmentFundInfo> </industryGroup> <issuerSize> <aggregateNetAssetValueRange>Decline to Disclose</aggregateNetAssetValueRange> </issuerSize> <federalExemptionsExclusions> <item>06b</item> <item>3C</item> <item>3C.7</item> </federalExemptionsExclusions> <typeOfFiling> <newOrAmendment> <isAmendment>true</isAmendment> <previousAccessionNumber>0001695325-25-000001</previousAccessionNumber> </newOrAmendment> <dateOfFirstSale> <value>2012-11-30</value> </dateOfFirstSale> </typeOfFiling> <durationOfOffering> <moreThanOneYear>true</moreThanOneYear> </durationOfOffering> <typesOfSecuritiesOffered> <isPooledInvestmentFundType>true</isPooledInvestmentFundType> </typesOfSecuritiesOffered> <businessCombinationTransaction> <isBusinessCombinationTransaction>false</isBusinessCombinationTransaction> <clarificationOfResponse></clarificationOfResponse> </businessCombinationTransaction> <minimumInvestmentAccepted>5000000</minimumInvestmentAccepted> <salesCompensationList> <recipient> <recipientName>Invesco Distributors, Inc.</recipientName> <recipientCRDNumber>7369</recipientCRDNumber> <associatedBDName>None</associatedBDName> <associatedBDCRDNumber>None</associatedBDCRDNumber> <recipientAddress> <street1>11 Greenway Plaza</street1> <street2>Suite 1000</street2> <city>Houston</city> <stateOrCountry>TX</stateOrCountry> <stateOrCountryDescription>TEXAS</stateOrCountryDescription> <zipCode>77046</zipCode> </recipientAddress> <statesOfSolicitationList> <value>All States</value> </statesOfSolicitationList> <foreignSolicitation>false</foreignSolicitation> </recipient> </salesCompensationList> <offeringSalesAmounts> <totalOfferingAmount>Indefinite</totalOfferingAmount> <totalAmountSold>1070997640</totalAmountSold> <totalRemaining>Indefinite</totalRemaining> <clarificationOfResponse></clarificationOfResponse> </offeringSalesAmounts> <investors> <hasNonAccreditedInvestors>false</hasNonAccreditedInvestors> <totalNumberAlreadyInvested>30</totalNumberAlreadyInvested> </investors> <salesCommissionsFindersFees> <salesCommissions> <dollarAmount>0</dollarAmount> <isEstimate>true</isEstimate> </salesCommissions> <findersFees> <dollarAmount>0</dollarAmount> <isEstimate>true</isEstimate> </findersFees> <clarificationOfResponse></clarificationOfResponse> </salesCommissionsFindersFees> <useOfProceeds> <grossProceedsUsed> <dollarAmount>839665</dollarAmount> <isEstimate>true</isEstimate> </grossProceedsUsed> <clarificationOfResponse>Estimate based on operating fee of .10% on total amount sold to date. There is also a manegement fee which is negotiated separately by each investor.</clarificationOfResponse> </useOfProceeds> <signatureBlock> <authorizedRepresentative>false</authorizedRepresentative> <signature> <issuerName>Balanced-Risk Commodity Fund of the Invesco Institutional Trust</issuerName> <signatureName>/S/ Christine Thompson</signatureName> <nameOfSigner>Christine Thompson</nameOfSigner> <signatureTitle>Sr. V.P of Invesco Advisers, Inc.</signatureTitle> <signatureDate>2025-03-12</signatureDate> </signature> </signatureBlock> </offeringData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>