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Invesco Variable Rate Preferred ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$592K -$13.4K -546 -2%
OC
127
Oppenheimer & Co
New York
$589K -$18.8K -770 -3%
SOS
128
Silver Oak Securities
Tennessee
$572K -$25.7K -1,050 -4%
PCM
129
Palouse Capital Management
Washington
$546K -$11.4K -465 -2%
MWA
130
MFA Wealth Advisors
Pennsylvania
$544K -$36.2K -1,480 -6%
MWM
131
MGB Wealth Management
Texas
$540K +$73.8K +3,021 +16%
PI
132
PFG Investments
New York
$536K -$27.8K -1,139 -5%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$530K -$80.8K -3,306 -13%
AWM
134
Accel Wealth Management
Iowa
$529K +$298K +12,179 +129%
SAM
135
Synergy Asset Management
Washington
$513K +$168K +6,861 +49%
SBH
136
Segall Bryant & Hamill
Illinois
$509K +$440 +18 +0.1%
HWM
137
HB Wealth Management
Georgia
$501K +$2.81K +115 +0.6%
WP
138
WealthShield Partners
North Carolina
$499K -$7.95K -325 -2%
ACM
139
AlphaStar Capital Management
North Carolina
$490K -$4.81M -196,706 -91%
RBFC
140
Roman Butler Fullerton & Co
Missouri
$489K +$1.05K +43 +0.2%
VVP
141
Venture Visionary Partners
Ohio
$482K
TWM
142
Tradition Wealth Management
Minnesota
$480K -$7.43K -304 -2%
NA
143
NewEdge Advisors
Louisiana
$477K +$66.1K +2,705 +16%
FSA
144
Fort Sheridan Advisors
Illinois
$457K -$48.9K -2,000 -10%
1IA
145
1834 Investment Advisors
Wisconsin
$455K +$465 +19 +0.1%
First Trust Advisors
146
First Trust Advisors
Illinois
$440K +$440K +18,000 New
IA
147
Integrity Alliance
Iowa
$437K -$4.94M -202,193 -92%
PHWM
148
Pine Harbor Wealth Management
Maryland
$434K -$28.2K -1,154 -6%
PWMAG
149
Pinnacle Wealth Management Advisory Group
New Jersey
$426K
DAS
150
Dynamic Advisor Solutions
Arizona
$409K +$3.57K +146 +0.9%