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Invesco Variable Rate Preferred ETF
VRP

Overview Fund Activity

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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$9.1M
3
WCA
Westover Capital Advisors
Delaware
+$8.44M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.67M
5
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$6.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.2M
2
EC
Estate Counselors
Wisconsin
-$9.19M
3
WF
Williams Financial
Vermont
-$8.27M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$5.11M
5
IA
Integrity Alliance
Iowa
-$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$1.08M +$293K +12,028 +37%
GIA
102
Gladstone Institutional Advisory
Florida
$992K +$40.7K +1,664 +4%
SPIA
103
Steward Partners Investment Advisory
New York
$985K -$78.6K -3,215 -7%
KWMG
104
King Wealth Management Group
Florida
$974K -$66K -2,699 -6%
FCBT
105
First Citizens Bank & Trust
North Carolina
$969K +$969K +39,652 New
DCM
106
Delta Capital Management
New Jersey
$915K – – –
Corient Private Wealth
107
Corient Private Wealth
Florida
$904K +$12.7K +520 +1%
PA
108
Pinnacle Associates
New York
$896K -$23.2K -950 -3%
CHAM
109
Clear Harbor Asset Management
Connecticut
$820K -$48.9K -2,000 -6%
WKWM
110
Walter & Keenan Wealth Management
Indiana
$820K -$168K -6,860 -17%
ASN
111
Advisory Services Network
Georgia
$815K +$13.3K +544 +2%
JWCA
112
J.W. Coons Advisors
Ohio
$798K -$30.7K -1,255 -4%
AC
113
AlphaCore Capital
California
$787K – – –
PHS
114
Pekin Hardy Strauss
Illinois
$781K – – –
FPAS
115
Focus Partners Advisor Solutions
Missouri
$768K -$575K -23,497 -43%
NWM
116
Northwest Wealth Management
Iowa
$762K -$580K -23,729 -43%
ONB
117
Old National Bancorp
Indiana
$747K -$62.4K -2,553 -8%
AWS
118
Atria Wealth Solutions
New York
$745K +$13.1K +534 +2%
VRM
119
Vectors Research Management
New York
$732K +$8.8K +360 +1%
WTC
120
WhitTier Trust Company
Nevada
$715K -$259K -10,574 -27%
DWM
121
Diversify Wealth Management
Utah
$673K +$237K +9,663 +54%
CC
122
Courier Capital
New York
$635K +$3.5K +143 +0.6%
EC
123
Elequin Capital
New York
$635K +$635K +25,952 New
SWM
124
SK Wealth Management
Rhode Island
$603K -$30.7K -1,251 -5%
KA
125
Klingman & Associates
New York
$595K -$11K -450 -2%
3 4
5
6 7