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Invesco Variable Rate Preferred ETF

260 hedge funds and large institutions have $1.3B invested in Invesco Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 55%54.12% (-0.88%)

4% less funds holding

Funds holding: 272260 (-12)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
260
Holders Change
-12
Holders Change %
-4.41%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
103
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.57M -$75.5K -3,097 -2%
Jane Street
52
Jane Street
New York
$3.54M +$3.6M +147,691 New
Mariner
53
Mariner
Kansas
$3.52M +$3.35M +137,394 +1,436%
WT
54
Whittier Trust
California
$3.46M -$129K -5,298 -4%
GAM
55
Gotham Asset Management
New York
$3.4M +$2.3M +94,484 +200%
EWM
56
Elmwood Wealth Management
California
$3.19M -$114K -4,667 -3%
IFG
57
Independent Financial Group
California
$3.02M +$189K +7,765 +7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$3.02M -$308K -12,627 -9%
NAM
59
NTV Asset Management
West Virginia
$3M +$14.4K +592 +0.5%
CCA
60
Cottonwood Capital Advisors
Utah
$3M -$106K -4,337 -3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.96M +$356K +14,594 +13%
CW
62
CreativeOne Wealth
Kansas
$2.84M +$2.88M +118,234 New
AC
63
Apella Capital
Connecticut
$2.82M +$2.82M +115,606 New
IA
64
Integrity Alliance
Iowa
$2.8M +$59.2K +2,430 +2%
CCA
65
Cadent Capital Advisors
Oklahoma
$2.59M +$2.14M +87,907 +441%
SAMC
66
Spectrum Asset Management (Connecticut)
Connecticut
$2.54M -$11.2M -458,059 -81%
DSC
67
Duncker Streett & Co
Missouri
$2.39M -$21.4K -880 -0.9%
HWM
68
Howard Wealth Management
Connecticut
$2.38M +$45.5K +1,866 +2%
AWM
69
Accel Wealth Management
Iowa
$2.37M +$641K +26,307 +36%
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$2.21M +$157K +6,441 +8%
RCA
71
Ranch Capital Advisors
Florida
$2.2M +$106K +4,356 +5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$2.2M +$2.13M +87,509 +2,084%
OIM
73
Oder Investment Management
California
$2.17M -$83.3K -3,420 -4%
SWM
74
Seed Wealth Management
Illinois
$2.16M
FI
75
Fosun International
China
$2.12M +$2.16M +88,582 New