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Invesco Variable Rate Preferred ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JHCP
76
Jackson Hole Capital Partners
Oklahoma
$1.75M -$4.52K -185 -0.3%
WB
77
WesBanco Bank
West Virginia
$1.72M +$1.72M +70,279 New
DP
78
Dearborn Partners
Illinois
$1.69M -$314K -12,841 -16%
CSP
79
Cary Street Partners
Virginia
$1.62M +$14.7K +600 +0.9%
KPWS
80
Kestra Private Wealth Services
Texas
$1.61M -$79.8K -3,264 -5%
IA
81
IFP Advisors
Florida
$1.59M +$57.7K +2,360 +4%
FCMA
82
Foresight Capital Management Advisors
Michigan
$1.59M -$100K -4,108 -6%
BHBT
83
Burke & Herbert Bank & Trust
Virginia
$1.54M
JIR
84
James Investment Research
Ohio
$1.48M
WIP
85
WealthCare Investment Partners
Rhode Island
$1.38M -$163K -6,647 -11%
SAS
86
Stelac Advisory Services
New York
$1.37M
AAS
87
Ameritas Advisory Services
Nebraska
$1.35M -$259K -10,579 -16%
Comerica Bank
88
Comerica Bank
Texas
$1.34M -$55.8K -2,283 -4%
DI
89
Diligent Investors
California
$1.29M +$2.45K +100 +0.2%
AWM
90
Activest Wealth Management
Florida
$1.28M +$4.25K +174 +0.3%
Principal Financial Group
91
Principal Financial Group
Iowa
$1.24M +$1.24M +50,671 New
GL
92
Graypoint LLC
New York
$1.24M -$95K -3,884 -7%
BLC
93
Brown, Lisle/Cummings
Rhode Island
$1.2M -$14.2K -581 -1%
AFP
94
Ausdal Financial Partners
Iowa
$1.19M -$204K -8,348 -15%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.16M +$49.1K +2,010 +4%
PIWA
96
Prevail Innovative Wealth Advisors
Kansas
$1.16M +$262K +10,703 +29%
GAM
97
Gotham Asset Management
New York
$1.16M +$535K +21,874 +86%
DADC
98
D.A. Davidson & Co
Montana
$1.13M +$62.9K +2,572 +6%
MT
99
Midwest Trust
Kansas
$1.12M +$1.12M +45,782 New
GRP
100
Global Retirement Partners
California
$1.08M +$1.08M +44,282 New