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Invesco Variable Rate Preferred ETF

259 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, 83 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.72M
Renaissance Technologies
27
Renaissance Technologies
New York
$6.46M
SIA
28
SeaBridge Investment Advisors
New Jersey
$6.34M
Invesco
29
Invesco
Georgia
$6.31M
BFO
30
Boston Family Office
Massachusetts
$5.96M
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.94M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.7M
NP
33
Nilsine Partners
Colorado
$5.53M
MWM
34
Meridian Wealth Management
Kentucky
$5.53M
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$4.98M
FC
36
FCA Corp
Texas
$4.63M
AA
37
Advisory Alpha
Michigan
$4.54M
PS
38
Principal Securities
Iowa
$4.38M
Citigroup
39
Citigroup
New York
$4.3M
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$4.27M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$4.21M
Franklin Resources
42
Franklin Resources
California
$4.13M
WT
43
Whittier Trust
California
$4.13M
PAS
44
Park Avenue Securities
New York
$3.93M
PAG
45
Private Advisor Group
New Jersey
$3.88M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$3.84M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$3.74M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.59M
EWM
49
Elmwood Wealth Management
California
$3.47M
CCA
50
Cottonwood Capital Advisors
Utah
$3.35M