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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
JHCP
76
Jackson Hole Capital Partners
Oklahoma
$1.75M
WB
77
WesBanco Bank
West Virginia
$1.72M
DP
78
Dearborn Partners
Illinois
$1.69M
CSP
79
Cary Street Partners
Virginia
$1.62M
KPWS
80
Kestra Private Wealth Services
Texas
$1.61M
IA
81
IFP Advisors
Florida
$1.59M
FCMA
82
Foresight Capital Management Advisors
Michigan
$1.59M
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
SAS
86
Stelac Advisory Services
New York
$1.37M
AAS
87
Ameritas Advisory Services
Nebraska
$1.35M
Comerica Bank
88
Comerica Bank
Texas
$1.34M
DI
89
Diligent Investors
California
$1.29M
AWM
90
Activest Wealth Management
Florida
$1.28M
Principal Financial Group
91
Principal Financial Group
Iowa
$1.24M
GL
92
Graypoint LLC
New York
$1.24M
BLC
93
Brown, Lisle/Cummings
Rhode Island
$1.2M
AFP
94
Ausdal Financial Partners
Iowa
$1.19M
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.16M
PIWA
96
Prevail Innovative Wealth Advisors
Kansas
$1.16M
GAM
97
Gotham Asset Management
New York
$1.16M
DADC
98
D.A. Davidson & Co
Montana
$1.13M
MT
99
Midwest Trust
Kansas
$1.12M
GRP
100
Global Retirement Partners
California
$1.08M