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Invesco Variable Rate Preferred ETF

261 hedge funds and large institutions have $1.17B invested in Invesco Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 89 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: $ → $

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
261
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

Top Buyers

1 +$13.2M
2 +$9.1M
3 +$8.44M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.67M
5
SA
Sanctuary Advisors
Indiana
+$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$1.08M
Jones Financial Companies
102
Jones Financial Companies
Missouri
$1.08M
GIA
103
Gladstone Institutional Advisory
Florida
$992K
SPIA
104
Steward Partners Investment Advisory
New York
$985K
KWMG
105
King Wealth Management Group
Florida
$974K
FCBT
106
First Citizens Bank & Trust
North Carolina
$969K
DCM
107
Delta Capital Management
New Jersey
$915K
Corient Private Wealth
108
Corient Private Wealth
Florida
$904K
PA
109
Pinnacle Associates
New York
$896K
CHAM
110
Clear Harbor Asset Management
Connecticut
$820K
WKWM
111
Walter & Keenan Wealth Management
Indiana
$820K
ASN
112
Advisory Services Network
Georgia
$815K
JWCA
113
J.W. Coons Advisors
Ohio
$798K
AC
114
AlphaCore Capital
California
$787K
PHS
115
Pekin Hardy Strauss
Illinois
$781K
FPAS
116
Focus Partners Advisor Solutions
Missouri
$768K
NWM
117
Northwest Wealth Management
Iowa
$762K
ONB
118
Old National Bancorp
Indiana
$747K
AWS
119
Atria Wealth Solutions
New York
$745K
VRM
120
Vectors Research Management
New York
$732K
WTC
121
WhitTier Trust Company
Nevada
$715K
DWM
122
Diversify Wealth Management
Utah
$673K
CC
123
Courier Capital
New York
$635K
EC
124
Elequin Capital
New York
$635K
SWM
125
SK Wealth Management
Rhode Island
$603K