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Invesco Variable Rate Preferred ETF

272 hedge funds and large institutions have $1.28B invested in Invesco Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 83

10% more funds holding

Funds holding: 247272 (+25)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$37.7M)

0.68% less ownership

Funds ownership: 55.68%55% (-0.68%)

Holders
272
Holders Change
+25
Holders Change %
+10.12%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
96
Reduced
83
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.07M +$281K +11,452 +10%
NAM
52
NTV Asset Management
West Virginia
$3.03M +$147K +5,999 +5%
IFG
53
Independent Financial Group
California
$2.88M +$1.24M +50,547 +75%
AC
54
Addison Capital
Pennsylvania
$2.81M +$456K +18,591 +19%
IA
55
Integrity Alliance
Iowa
$2.78M +$172K +7,008 +7%
WB
56
WesBanco Bank
West Virginia
$2.75M +$678K +27,628 +32%
KAS
57
Kestra Advisory Services
Texas
$2.65M +$222K +9,035 +9%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.65M +$268K +10,927 +11%
DSC
59
Duncker Streett & Co
Missouri
$2.45M -$28.2K -1,149 -1%
HWM
60
Howard Wealth Management
Connecticut
$2.37M +$209K +8,527 +10%
Principal Financial Group
61
Principal Financial Group
Iowa
$2.36M +$2.38M +96,838 New
Goldman Sachs
62
Goldman Sachs
New York
$2.35M +$117K +4,765 +5%
OIM
63
Oder Investment Management
California
$2.29M -$108K -4,405 -4%
SWM
64
Seed Wealth Management
Illinois
$2.19M -$284K -11,580 -11%
PS
65
Principal Securities
Iowa
$2.17M -$3.6M -146,625 -62%
RCA
66
Ranch Capital Advisors
Florida
$2.13M +$54.1K +2,203 +3%
PIWA
67
Prevail Innovative Wealth Advisors
Kansas
$2.08M +$255K +10,405 +14%
HIP
68
HUB Investment Partners
Texas
$1.93M -$156K -6,366 -7%
ARG
69
Advisory Resource Group
Oklahoma
$1.85M +$27.5K +1,120 +1%
WS
70
Wedbush Securities
California
$1.79M +$36.6K +1,492 +2%
CSP
71
Cary Street Partners
Virginia
$1.78M +$189K +7,701 +12%
AWM
72
Accel Wealth Management
Iowa
$1.77M +$489K +19,916 +38%
DP
73
Dearborn Partners
Illinois
$1.74M -$49.1K -1,999 -3%
WA
74
Waverly Advisors
Alabama
$1.68M -$60.4K -2,459 -3%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$1.65M +$159K +6,486 +11%