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Invesco Variable Rate Preferred ETF

259 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, 83 increasing their positions, 90 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
259
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
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$1.08M
GIA
102
Gladstone Institutional Advisory
Florida
$992K
SPIA
103
Steward Partners Investment Advisory
New York
$985K
KWMG
104
King Wealth Management Group
Florida
$974K
FCBT
105
First Citizens Bank & Trust
North Carolina
$969K
DCM
106
Delta Capital Management
New Jersey
$915K
Corient Private Wealth
107
Corient Private Wealth
Florida
$904K
PA
108
Pinnacle Associates
New York
$896K
CHAM
109
Clear Harbor Asset Management
Connecticut
$820K
WKWM
110
Walter & Keenan Wealth Management
Indiana
$820K
ASN
111
Advisory Services Network
Georgia
$815K
JWCA
112
J.W. Coons Advisors
Ohio
$798K
AC
113
AlphaCore Capital
California
$787K
PHS
114
Pekin Hardy Strauss
Illinois
$781K
FPAS
115
Focus Partners Advisor Solutions
Missouri
$768K
NWM
116
Northwest Wealth Management
Iowa
$762K
ONB
117
Old National Bancorp
Indiana
$747K
AWS
118
Atria Wealth Solutions
New York
$745K
VRM
119
Vectors Research Management
New York
$732K
WTC
120
WhitTier Trust Company
Nevada
$715K
DWM
121
Diversify Wealth Management
Utah
$673K
CC
122
Courier Capital
New York
$635K
EC
123
Elequin Capital
New York
$635K
SWM
124
SK Wealth Management
Rhode Island
$603K
KA
125
Klingman & Associates
New York
$595K