# INVESCO ACTIVELY MANAGED EXC VAR RATE INVT

INVESCO ACTIVELY MANAGED EXC VAR RATE INVT is a security (CUSIP 46090A879) tracked across SEC portfolio filings. 176 institutional managers reported $815.7M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $28.8M via N-PORT as of 2026-03-31.

## Summary

- Issuer: INVESCO ACTIVELY MANAGED EXC
- Class: VAR RATE INVT
- CUSIP: 46090A879
- Asset category: EC
- 13F holders: 176
- 13F value: $815.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $28.8M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 176 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $129.3M | 5,164,951 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $78.7M | 3,138,758 |
| MORGAN STANLEY | NEW YORK, NY | $72.0M | 2,875,404 |
| Bank of New York Mellon Corp | NEW YORK, NY | $44.7M | 1,781,249 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $36.3M | 1,447,770 |
| [Schorn Wealth LLC](https://search.stillhousedata.com/firm/304104) | ENGLEWOOD, FL | $25.1M | 1,001,872 |
| [Harfst & Associates, Inc.](https://search.stillhousedata.com/firm/145090) | Sheridan, WY | $22.6M | 902,765 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $21.0M | 838,914 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $20.3M | 811,540 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $17.0M | 677,390 |
| [Cherry Creek Investment Advisors, Inc.](https://search.stillhousedata.com/firm/107426) | ENGLEWOOD, CO | $15.8M | 628,797 |
| Equitable Holdings, Inc. | NEW YORK, NY | $15.3M | 609,520 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $14.1M | 564,242 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $13.6M | 543,151 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $13.4M | 536,030 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Invesco Active Allocation Fund](https://search.stillhousedata.com/fund/S000064645) | AIM Growth Series (Invesco Growth Series) | $28.7M | 150.19% |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.68% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46090a879.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.