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Invesco Variable Rate Preferred ETF

260 hedge funds and large institutions have $1.3B invested in Invesco Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 55%54.12% (-0.88%)

4% less funds holding

Funds holding: 272260 (-12)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
260
Holders Change
-12
Holders Change %
-4.41%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
103
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$225M +$15.2M +625,680 +7%
Bank of America
2
Bank of America
North Carolina
$213M -$8.73M -358,231 -4%
Wells Fargo
3
Wells Fargo
California
$83.7M -$413K -16,959 -0.5%
LPL Financial
4
LPL Financial
California
$69.4M +$5.89M +241,591 +9%
UBS Group
5
UBS Group
Switzerland
$53.7M +$1.57M +64,618 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$39.5M -$7.27M -298,256 -15%
ACM
7
Advisors Capital Management
New Jersey
$35.6M +$1.41M +57,894 +4%
SI
8
Stephens Inc
Arkansas
$35.5M +$1.58M +64,978 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$34.4M +$1.54M +63,392 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$28.6M +$755K +30,990 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$19.9M +$1.6M +65,596 +9%
MSWM
12
Mader & Shannon Wealth Management
Missouri
$17.3M -$3.27M -134,240 -16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.3M -$1.62M -66,429 -8%
Ameriprise
14
Ameriprise
Minnesota
$15.6M +$3.94M +161,831 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.8M -$60.9K -2,499 -0.5%
BEI
16
Benjamin Edwards Inc
Missouri
$12.3M -$491K -20,137 -4%
EWA
17
Evolution Wealth Advisors
Florida
$11.3M +$506K +20,785 +5%
Stifel Financial
18
Stifel Financial
Missouri
$10.9M +$856K +35,139 +8%
SA
19
Sanctuary Advisors
Indiana
$10M +$624K +25,629 +7%
MGIA
20
Matthew Goff Investment Advisor
Texas
$9.71M +$9.86M +404,841 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$9.43M +$1.14M +46,747 +13%
MCM
22
MAI Capital Management
Ohio
$9.39M +$305K +12,520 +3%
CAP
23
Cordoba Advisory Partners
New York
$9.2M +$268K +11,010 +3%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$9.19M -$811K -33,302 -8%
WCA
25
Westover Capital Advisors
Delaware
$9.18M +$241K +9,896 +3%