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Invesco Variable Rate Preferred ETF
VRP

Overview Fund Activity

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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$9.1M
3
WCA
Westover Capital Advisors
Delaware
+$8.44M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.67M
5
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$6.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.2M
2
EC
Estate Counselors
Wisconsin
-$9.19M
3
WF
Williams Financial
Vermont
-$8.27M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$5.11M
5
IA
Integrity Alliance
Iowa
-$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
51
New Millennium Group
Utah
$3.04M +$77.9K +3,186 +3%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$2.81M +$518K +21,185 +23%
FNC
53
First National Corp
Massachusetts
$2.79M +$264K +10,781 +10%
KAS
54
Kestra Advisory Services
Texas
$2.72M +$1.66M +68,053 +157%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.54M -$2.68M -109,689 -51%
SWM
56
Seed Wealth Management
Illinois
$2.53M – – –
OIM
57
Oder Investment Management
California
$2.47M +$99.1K +4,055 +4%
NAM
58
NTV Asset Management
West Virginia
$2.47M +$465K +19,000 +23%
DSC
59
Duncker Streett & Co
Missouri
$2.45M -$19.6K -800 -0.8%
AI
60
Atria Investments
North Carolina
$2.4M +$2.18M +89,176 +976%
AC
61
Addison Capital
Pennsylvania
$2.34M +$122K +4,991 +6%
BWG
62
Beta Wealth Group
California
$2.28M +$138K +5,653 +6%
Goldman Sachs
63
Goldman Sachs
New York
$2.24M +$205K +8,399 +10%
BCI
64
Brinker Capital Investments
Pennsylvania
$2.21M +$28.1K +1,148 +1%
CTWM
65
Cherry Tree Wealth Management
Minnesota
$2.2M -$11.1K -455 -0.5%
HIP
66
HUB Investment Partners
Texas
$2.16M -$310K -12,673 -13%
RCA
67
Ranch Capital Advisors
Florida
$2M +$137K +5,602 +7%
HWM
68
Howard Wealth Management
Connecticut
$1.99M +$206K +8,411 +12%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$538K +22,004 +37%
PCP
70
Proficio Capital Partners
Massachusetts
$1.95M +$1.94M +1,926,640 +22,364%
SWM
71
StoneCrest Wealth Management
Arizona
$1.87M +$1.87M +76,574 New
GFG
72
Goldstone Financial Group
Illinois
$1.83M +$173K +7,076 +10%
ARG
73
Advisory Resource Group
Oklahoma
$1.79M +$72.3K +2,957 +4%
WS
74
Wedbush Securities
California
$1.78M -$130K -5,313 -7%
WA
75
Waverly Advisors
Alabama
$1.76M -$82K -3,353 -4%
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3
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