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Invesco Variable Rate Preferred ETF

259 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, 83 increasing their positions, 90 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
259
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
Name Holding Trade Value Shares
Change
Change in
Stake
NMG
51
New Millennium Group
Utah
$3.04M
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$2.81M
FNC
53
First National Corp
Massachusetts
$2.79M
KAS
54
Kestra Advisory Services
Texas
$2.72M
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.54M
SWM
56
Seed Wealth Management
Illinois
$2.53M
OIM
57
Oder Investment Management
California
$2.47M
NAM
58
NTV Asset Management
West Virginia
$2.47M
DSC
59
Duncker Streett & Co
Missouri
$2.45M
AI
60
Atria Investments
North Carolina
$2.4M
AC
61
Addison Capital
Pennsylvania
$2.34M
BWG
62
Beta Wealth Group
California
$2.28M
Goldman Sachs
63
Goldman Sachs
New York
$2.24M
BCI
64
Brinker Capital Investments
Pennsylvania
$2.21M
CTWM
65
Cherry Tree Wealth Management
Minnesota
$2.2M
HIP
66
HUB Investment Partners
Texas
$2.16M
RCA
67
Ranch Capital Advisors
Florida
$2M
HWM
68
Howard Wealth Management
Connecticut
$1.99M
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.99M
PCP
70
Proficio Capital Partners
Massachusetts
$1.95M
SWM
71
StoneCrest Wealth Management
Arizona
$1.87M
GFG
72
Goldstone Financial Group
Illinois
$1.83M
ARG
73
Advisory Resource Group
Oklahoma
$1.79M
WS
74
Wedbush Securities
California
$1.78M
WA
75
Waverly Advisors
Alabama
$1.76M