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Invesco Variable Rate Preferred ETF

255 hedge funds and large institutions have $1.15B invested in Invesco Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
226
Strategic Wealth Partners
Ohio
$26.4K +$26.4K +1,078 New
CB
227
Community Bank
New York
$24.5K +$24.5K +1,000 New
VWWMG
228
Vermillion & White Wealth Management Group
Pennsylvania
$24.4K
VWM
229
Vermillion Wealth Management
Minnesota
$24K
RF
230
Rossby Financial
Florida
$23.6K
PTC
231
Private Trust Company
Ohio
$23K +$2.64K +108 +13%
CT
232
Colonial Trust
South Carolina
$21.5K
HFS
233
Horizon Financial Services
North Carolina
$21.3K
ME
234
McIlrath & Eck
Washington
$19.6K
PA
235
Parallel Advisors
California
$18.8K +$18.8K +770 New
FP
236
Financial Perspectives
Minnesota
$12.3K
BlackRock
237
BlackRock
New York
$11.6K
SL
238
Salomon & Ludwin
Virginia
$10.4K
GWSG
239
GPS Wealth Strategies Group
Colorado
$9.17K +$9.17K +375 New
WCAMG
240
Woodard & Company Asset Management Group
North Carolina
$7.38K
PWA
241
Physician Wealth Advisors
Utah
$6.48K +$6.48K +265 New
AF
242
Advisornet Financial
Minnesota
$5.4K +$5.4K +221 New
AWM
243
AE Wealth Management
Kansas
$3.8K -$10.9K -449 -74%
RIL
244
Rothschild Investment LLC
Illinois
$3.67K
T
245
Transce3nd
Texas
$3.33K -$2.18K -89 -40%
BIG
246
Brooklyn Investment Group
New York
$3.11K +$3.11K +127 New
AssetMark Inc
247
AssetMark Inc
California
$2.23K
BAM
248
Byrne Asset Management
New Jersey
$1.96K
NFSG
249
Newbridge Financial Services Group
Florida
$1.93K
S
250
SignatureFD
Georgia
$1.03K -$909 -37 -47%