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Invesco Variable Rate Preferred ETF

272 hedge funds and large institutions have $1.28B invested in Invesco Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 83

10% more funds holding

Funds holding: 247272 (+25)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$37.7M)

0.68% less ownership

Funds ownership: 55.68%55% (-0.68%)

Holders
272
Holders Change
+25
Holders Change %
+10.12%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
96
Reduced
83
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
251
Salomon & Ludwin
Virginia
$10.4K
NMG
252
New Millennium Group
Utah
$10K -$15.6K -637 -61%
WCAMG
253
Woodard & Company Asset Management Group
North Carolina
$7.35K
AWM
254
AE Wealth Management
Kansas
$7.29K -$11.4K -463 -61%
PWA
255
Physician Wealth Advisors
Utah
$6.45K
AF
256
Advisornet Financial
Minnesota
$5.59K +$147 +6 +3%
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$4.87K +$4.91K +200 New
RIL
258
Rothschild Investment LLC
Illinois
$3.65K
MB
259
MidFirst Bank
Oklahoma
$3.31K +$3.34K +136 New
AssetMark Inc
260
AssetMark Inc
California
$2.21K
NFSG
261
Newbridge Financial Services Group
Florida
$1.92K
HWM
262
HighMark Wealth Management
Minnesota
$1.79K +$1.82K +74 New
HFS
263
Horizon Financial Services
North Carolina
$1.75K
S
264
SignatureFD
Georgia
$1.12K +$74 +3 +7%
BNP Paribas Financial Markets
265
BNP Paribas Financial Markets
France
$973 +$982 +40 New
KFAS
266
Keating Financial Advisory Services
Kansas
$730 +$736 +30 New
SWM
267
Spire Wealth Management
Virginia
$681 +$687 +28 New
EB
268
Eastern Bank
Massachusetts
$608
TRCT
269
Tower Research Capital (TRC)
New York
$462 -$663 -27 -59%
LWM
270
Lodestone Wealth Management
Washington
$170 +$172 +7 New
SWM
271
SHP Wealth Management
Massachusetts
$35 +$49 +2 New
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$24
Jane Street
273
Jane Street
New York
-$11.5M -464,520 Closed
MGIA
274
Matthew Goff Investment Advisor
Texas
-$10.5M -424,656 Closed
SWM
275
StoneCrest Wealth Management
Arizona
-$1.92M -77,637 Closed