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Invesco Variable Rate Preferred ETF

254 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.

Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
3.41%
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 Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$1.08M 44,156 +12,028 +37%
GIA
102
Gladstone Institutional Advisory
Florida
$992K 40,568 +1,664 +4%
SPIA
103
Steward Partners Investment Advisory
New York
$985K 40,302 -3,215 -7%
KWMG
104
King Wealth Management Group
Florida
$974K 39,833 -2,699 -6%
FCBT
105
First Citizens Bank & Trust
North Carolina
$969K 39,652 +39,652 New
DCM
106
Delta Capital Management
New Jersey
$915K 37,405
Corient Private Wealth
107
Corient Private Wealth
Florida
$904K 36,992 +520 +1%
PA
108
Pinnacle Associates
New York
$896K 36,652 -950 -3%
CHAM
109
Clear Harbor Asset Management
Connecticut
$820K 33,535 -2,000 -6%
WKWM
110
Walter & Keenan Wealth Management
Indiana
$820K 33,526 -6,860 -17%
ASN
111
Advisory Services Network
Georgia
$815K 33,324 +544 +2%
JWCA
112
J.W. Coons Advisors
Ohio
$798K 32,645 -1,255 -4%
AC
113
AlphaCore Capital
California
$787K 32,202
PHS
114
Pekin Hardy Strauss
Illinois
$781K 31,935
FPAS
115
Focus Partners Advisor Solutions
Missouri
$768K 31,406 -23,497 -43%
NWM
116
Northwest Wealth Management
Iowa
$762K 31,174 -23,729 -43%
ONB
117
Old National Bancorp
Indiana
$747K 30,542 -2,553 -8%
AWS
118
Atria Wealth Solutions
New York
$745K 30,406 +534 +2%
VRM
119
Vectors Research Management
New York
$732K 29,923 +360 +1%
WTC
120
WhitTier Trust Company
Nevada
$715K 29,224 -10,574 -27%
DWM
121
Diversify Wealth Management
Utah
$673K 27,411 +9,663 +54%
CC
122
Courier Capital
New York
$635K 25,954 +143 +0.6%
EC
123
Elequin Capital
New York
$635K 25,952 +25,952 New
SWM
124
SK Wealth Management
Rhode Island
$603K 24,563 -1,251 -5%
KA
125
Klingman & Associates
New York
$595K 24,324 -450 -2%