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Invesco Variable Rate Preferred ETF

260 hedge funds and large institutions have $1.3B invested in Invesco Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 55%54.12% (-0.88%)

4% less funds holding

Funds holding: 272260 (-12)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
260
Holders Change
-12
Holders Change %
-4.41%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
103
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$926K +$63.2K +2,596 +7%
SPIA
102
Steward Partners Investment Advisory
New York
$915K +$16.6K +683 +2%
CHAM
103
Clear Harbor Asset Management
Connecticut
$888K +$68.3K +2,805 +8%
BVP
104
Bristlecone Value Partners
California
$880K -$15.3K -627 -2%
KWMG
105
King Wealth Management Group
Florida
$879K +$16.4K +674 +2%
AC
106
AlphaCore Capital
California
$878K -$28.6K -1,176 -3%
DCM
107
Delta Capital Management
New Jersey
$868K
Cerity Partners
108
Cerity Partners
New York
$822K -$487K -19,973 -37%
AFP
109
Ausdal Financial Partners
Iowa
$820K -$191K -7,835 -19%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$817K -$605K -24,822 -42%
KPWS
111
Kestra Private Wealth Services
Texas
$815K -$420K -17,229 -34%
ABWM
112
Alpine Bank Wealth Management
Colorado
$798K +$810K +33,265 New
DWM
113
Diversify Wealth Management
Utah
$792K +$70.5K +2,895 +10%
BHBT
114
Burke & Herbert Bank & Trust
Virginia
$787K
EGM
115
Engineers Gate Manager
New York
$766K +$778K +31,925 New
QFW
116
QTR Family Wealth
Florida
$730K
Bank of New York Mellon
117
Bank of New York Mellon
New York
$728K -$19.1K -786 -3%
PHS
118
Pekin Hardy Strauss
Illinois
$727K
I
119
INVST
Indiana
$725K +$97 +4 +0%
ONB
120
Old National Bancorp
Indiana
$712K -$21K -861 -3%
AWM
121
Activest Wealth Management
Florida
$706K -$522K -21,419 -42%
WIP
122
WealthCare Investment Partners
Rhode Island
$690K -$154K -6,302 -18%
WTC
123
WhitTier Trust Company
Nevada
$679K +$79K +3,244 +13%
PA
124
Pinnacle Associates
New York
$673K -$84K -3,446 -11%
VRM
125
Vectors Research Management
New York
$665K +$8.5K +349 +1%