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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
CAP
26
Cordoba Advisory Partners
New York
$9.07M +$9.15M +372,635 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$8.43M +$381K +15,530 +5%
WCM
28
Windsor Capital Management
Arizona
$8.12M -$36.7K -1,496 -0.4%
AA
29
Advisory Alpha
Michigan
$7.4M +$1.73M +70,317 +30%
BWAM
30
Blue Water Asset Management
Michigan
$6.79M +$6.85M +279,089 New
NP
31
Nilsine Partners
Colorado
$6.59M +$422K +17,185 +7%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$6.22M +$747K +30,409 +14%
BFO
33
Boston Family Office
Massachusetts
$6.04M +$215K +8,748 +4%
Invesco
34
Invesco
Georgia
$5.99M -$166K -6,772 -3%
MWM
35
Meridian Wealth Management
Kentucky
$5.83M +$274K +11,154 +5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.52M -$185K -7,519 -3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$5.33M +$1.2M +48,969 +29%
FC
38
FCA Corp
Texas
$5.05M +$255K +10,367 +5%
Citigroup
39
Citigroup
New York
$4.71M -$99.6K -4,058 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.47M +$65.4K +2,666 +1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$4.44M +$176K +7,154 +4%
GHA
42
Good Harbor Advisors
Massachusetts
$4.43M +$4.47M +182,076 New
Franklin Resources
43
Franklin Resources
California
$4.23M +$1.36M +55,357 +47%
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$4.19M -$18.9K -768 -0.4%
PAG
45
Private Advisor Group
New Jersey
$4.14M +$146K +5,943 +4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$3.69M -$165K -6,707 -4%
WT
47
Whittier Trust
California
$3.64M -$42.3K -1,721 -1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$3.37M -$1.87M -76,092 -35%
EWM
49
Elmwood Wealth Management
California
$3.35M -$39.6K -1,612 -1%
CCA
50
Cottonwood Capital Advisors
Utah
$3.15M -$190K -7,756 -6%