VRP icon

Invesco Variable Rate Preferred ETF

261 hedge funds and large institutions have $1.17B invested in Invesco Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 89 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: $ → $

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
261
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

Top Buyers

1 +$13.2M
2 +$9.1M
3 +$8.44M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.67M
5
SA
Sanctuary Advisors
Indiana
+$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cottonwood Capital Advisors
Utah
$3.35M
NMG
52
New Millennium Group
Utah
$3.04M
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$2.81M
FNC
54
First National Corp
Massachusetts
$2.79M
KAS
55
Kestra Advisory Services
Texas
$2.72M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.54M
SWM
57
Seed Wealth Management
Illinois
$2.53M
OIM
58
Oder Investment Management
California
$2.47M
NAM
59
NTV Asset Management
West Virginia
$2.47M
DSC
60
Duncker Streett & Co
Missouri
$2.45M
AI
61
Atria Investments
North Carolina
$2.4M
AC
62
Addison Capital
Pennsylvania
$2.34M
BWG
63
Beta Wealth Group
California
$2.28M
Goldman Sachs
64
Goldman Sachs
New York
$2.24M
BCI
65
Brinker Capital Investments
Pennsylvania
$2.21M
CTWM
66
Cherry Tree Wealth Management
Minnesota
$2.2M
HIP
67
HUB Investment Partners
Texas
$2.16M
RCA
68
Ranch Capital Advisors
Florida
$2M
HWM
69
Howard Wealth Management
Connecticut
$1.99M
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.99M
PCP
71
Proficio Capital Partners
Massachusetts
$1.95M
SWM
72
StoneCrest Wealth Management
Arizona
$1.87M
GFG
73
Goldstone Financial Group
Illinois
$1.83M
ARG
74
Advisory Resource Group
Oklahoma
$1.79M
WS
75
Wedbush Securities
California
$1.78M