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Invesco Variable Rate Preferred ETF

254 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.

Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
3.41%
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 Market Value Shares Shares
Change
Shares
Change %
NMG
51
New Millennium Group
Utah
$3.04M 124,305 +3,186 +3%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$2.81M 115,026 +21,185 +23%
FNC
53
First National Corp
Massachusetts
$2.79M 114,306 +10,781 +10%
KAS
54
Kestra Advisory Services
Texas
$2.72M 111,400 +68,053 +157%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.54M 103,903 -109,689 -51%
SWM
56
Seed Wealth Management
Illinois
$2.53M 103,610
OIM
57
Oder Investment Management
California
$2.47M 100,937 +4,055 +4%
NAM
58
NTV Asset Management
West Virginia
$2.47M 100,915 +19,000 +23%
DSC
59
Duncker Streett & Co
Missouri
$2.45M 100,088 -800 -0.8%
AI
60
Atria Investments
North Carolina
$2.4M 98,313 +89,176 +976%
AC
61
Addison Capital
Pennsylvania
$2.34M 95,587 +4,991 +6%
BWG
62
Beta Wealth Group
California
$2.28M 93,078 +5,653 +6%
Goldman Sachs
63
Goldman Sachs
New York
$2.24M 91,743 +8,399 +10%
BCI
64
Brinker Capital Investments
Pennsylvania
$2.21M 90,273 +1,148 +1%
CTWM
65
Cherry Tree Wealth Management
Minnesota
$2.2M 89,983 -455 -0.5%
HIP
66
HUB Investment Partners
Texas
$2.16M 88,519 -12,673 -13%
RCA
67
Ranch Capital Advisors
Florida
$2M 81,735 +5,602 +7%
HWM
68
Howard Wealth Management
Connecticut
$1.99M 81,496 +8,411 +12%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.99M 81,349 +22,004 +37%
PCP
70
Proficio Capital Partners
Massachusetts
$1.95M 1,935,255 +1,926,640 +22,364%
SWM
71
StoneCrest Wealth Management
Arizona
$1.87M 76,574 +76,574 New
GFG
72
Goldstone Financial Group
Illinois
$1.83M 74,809 +7,076 +10%
ARG
73
Advisory Resource Group
Oklahoma
$1.79M 73,128 +2,957 +4%
WS
74
Wedbush Securities
California
$1.78M 72,698 -5,313 -7%
WA
75
Waverly Advisors
Alabama
$1.76M 72,060 -3,353 -4%