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Invesco Variable Rate Preferred ETF

272 hedge funds and large institutions have $1.28B invested in Invesco Variable Rate Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 83

10% more funds holding

Funds holding: 247272 (+25)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$37.7M)

0.68% less ownership

Funds ownership: 55.68%55% (-0.68%)

Holders
272
Holders Change
+25
Holders Change %
+10.12%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
96
Reduced
83
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BVP
101
Bristlecone Value Partners
California
$908K +$917K +37,337 New
DCM
102
Delta Capital Management
New Jersey
$881K
GIA
103
Gladstone Institutional Advisory
Florida
$876K -$73.6K -2,997 -8%
KWMG
104
King Wealth Management Group
Florida
$875K -$91K -3,706 -9%
WIP
105
WealthCare Investment Partners
Rhode Island
$853K -$108K -4,393 -11%
CHAM
106
Clear Harbor Asset Management
Connecticut
$833K +$2.46K +100 +0.3%
BCI
107
Brinker Capital Investments
Pennsylvania
$799K -$1.97M -80,391 -71%
BHBT
108
Burke & Herbert Bank & Trust
Virginia
$799K -$722K -29,400 -47%
PA
109
Pinnacle Associates
New York
$767K -$70.6K -2,875 -8%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$758K +$92.4K +3,762 +14%
MWM
111
MGB Wealth Management
Texas
$755K +$219K +8,912 +40%
ONB
112
Old National Bancorp
Indiana
$743K
PHS
113
Pekin Hardy Strauss
Illinois
$738K +$16K +650 +2%
I
114
INVST
Indiana
$735K -$2.6K -106 -0.3%
QFW
115
QTR Family Wealth
Florida
$735K +$516K +21,000 +233%
DWM
116
Diversify Wealth Management
Utah
$726K +$55.5K +2,262 +8%
P
117
&Partners
Tennessee
$726K +$453K +18,437 +162%
VRM
118
Vectors Research Management
New York
$666K -$6.9K -281 -1%
CCMG
119
Clark Capital Management Group
Pennsylvania
$638K +$643K +26,210 New
SOS
120
Silver Oak Securities
Tennessee
$619K -$589 -24 -0.1%
NWM
121
Northwest Wealth Management
Iowa
$618K
WTC
122
WhitTier Trust Company
Nevada
$608K -$97.7K -3,978 -14%
OC
123
Oppenheimer & Co
New York
$601K -$85.4K -3,478 -12%
CA
124
Calton & Associates
Florida
$597K +$602K +24,541 New
CC
125
Courier Capital
New York
$575K -$5.11K -208 -0.9%