We are live on ! Find out more
VRP icon

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
IA
76
IFP Advisors
Florida
$1.61M +$131K +5,352 +9%
JHCP
77
Jackson Hole Capital Partners
Oklahoma
$1.6M -$109K -4,421 -6%
FCMA
78
Foresight Capital Management Advisors
Michigan
$1.6M -$54.5K -2,221 -3%
Comerica Bank
79
Comerica Bank
Texas
$1.52M +$110K +4,500 +8%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.43M +$1.17M +47,674 +425%
JIR
81
James Investment Research
Ohio
$1.41M -$49.1K -2,000 -3%
BJF
82
Blue Jean Financial
New York
$1.4M +$1.41M +57,560 New
GRP
83
Global Retirement Partners
California
$1.39M +$142K +5,800 +11%
LWP
84
LFG Wealth Partners
Kentucky
$1.34M +$1.35M +54,879 New
CIAS
85
Capital Investment Advisory Services
North Carolina
$1.33M +$133K +5,428 +11%
Cerity Partners
86
Cerity Partners
New York
$1.32M +$1.33M +54,254 New
AAS
87
Ameritas Advisory Services
Nebraska
$1.3M +$1.25M +50,724 +1,993%
Renaissance Technologies
88
Renaissance Technologies
New York
$1.28M -$5.23M -213,204 -80%
SAS
89
Stelac Advisory Services
New York
$1.25M -$215K -8,752 -15%
KPWS
90
Kestra Private Wealth Services
Texas
$1.25M -$80.1K -3,263 -6%
AWM
91
Activest Wealth Management
Florida
$1.24M -$44.1K -1,795 -3%
Corient Private Wealth
92
Corient Private Wealth
Florida
$1.23M +$185K +7,522 +17%
DADC
93
D.A. Davidson & Co
Montana
$1.21M +$57.5K +2,344 +5%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$1.15M -$733K -29,838 -39%
GAM
95
Gotham Asset Management
New York
$1.15M
MT
96
Midwest Trust
Kansas
$1.1M +$35.8K +1,458 +3%
AFP
97
Ausdal Financial Partners
Iowa
$1.02M -$151K -6,161 -13%
IWC
98
Integrated Wealth Concepts
Massachusetts
$976K -$103K -4,190 -9%
AC
99
AlphaCore Capital
California
$920K +$302K +12,285 +48%
SPIA
100
Steward Partners Investment Advisory
New York
$912K -$18.1K -739 -2%