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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
AAS
126
Avantax Advisory Services
Texas
$592K
OC
127
Oppenheimer & Co
New York
$589K
SOS
128
Silver Oak Securities
Tennessee
$572K
PCM
129
Palouse Capital Management
Washington
$546K
MWA
130
MFA Wealth Advisors
Pennsylvania
$544K
MWM
131
MGB Wealth Management
Texas
$540K
PI
132
PFG Investments
New York
$536K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$530K
AWM
134
Accel Wealth Management
Iowa
$529K
SAM
135
Synergy Asset Management
Washington
$513K
SBH
136
Segall Bryant & Hamill
Illinois
$509K
HWM
137
HB Wealth Management
Georgia
$501K
WP
138
WealthShield Partners
North Carolina
$499K
I
139
INVST
Indiana
$495K
ACM
140
AlphaStar Capital Management
North Carolina
$490K
RBFC
141
Roman Butler Fullerton & Co
Missouri
$489K
VVP
142
Venture Visionary Partners
Ohio
$482K
TWM
143
Tradition Wealth Management
Minnesota
$480K
NA
144
NewEdge Advisors
Louisiana
$477K
FSA
145
Fort Sheridan Advisors
Illinois
$457K
1IA
146
1834 Investment Advisors
Wisconsin
$455K
First Trust Advisors
147
First Trust Advisors
Illinois
$440K
IA
148
Integrity Alliance
Iowa
$437K
PHWM
149
Pine Harbor Wealth Management
Maryland
$434K
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$426K