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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 %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.72M +$382K +15,616 +5%
Renaissance Technologies
27
Renaissance Technologies
New York
$6.46M +$2.47M +100,908 +62%
SIA
28
SeaBridge Investment Advisors
New Jersey
$6.34M +$1.06M +43,216 +20%
Invesco
29
Invesco
Georgia
$6.31M -$172K -7,027 -3%
BFO
30
Boston Family Office
Massachusetts
$5.96M +$252K +10,288 +4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.94M -$3.24M -132,688 -35%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.7M -$534K -21,838 -9%
NP
33
Nilsine Partners
Colorado
$5.53M +$239K +9,758 +5%
MWM
34
Meridian Wealth Management
Kentucky
$5.53M -$365K -14,916 -6%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$4.98M +$4.78M +195,424 +2,329%
FC
36
FCA Corp
Texas
$4.63M +$200K +8,189 +5%
AA
37
Advisory Alpha
Michigan
$4.54M -$2.6M -106,264 -36%
PS
38
Principal Securities
Iowa
$4.38M +$176K +7,210 +4%
Citigroup
39
Citigroup
New York
$4.3M +$82.5K +3,373 +2%
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$4.27M +$158K +6,468 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$4.21M -$401K -16,371 -9%
Franklin Resources
42
Franklin Resources
California
$4.13M +$4.13M +168,770 +57,017%
WT
43
Whittier Trust
California
$4.13M -$115K -4,702 -3%
PAS
44
Park Avenue Securities
New York
$3.93M +$3.93M +160,647 New
PAG
45
Private Advisor Group
New Jersey
$3.88M +$90.3K +3,694 +2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$3.84M +$93.8K +3,838 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$3.74M -$95K -3,884 -2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$602K +24,609 +20%
EWM
49
Elmwood Wealth Management
California
$3.47M -$156K -6,366 -4%
CCA
50
Cottonwood Capital Advisors
Utah
$3.35M -$20.6K -841 -0.6%