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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
KA
126
Kovack Advisors
Florida
$567K +$317K +12,930 +125%
AQR Capital Management
127
AQR Capital Management
Connecticut
$550K +$59.2K +2,411 +12%
EPW
128
Evolve Private Wealth
California
$542K +$547K +22,280 New
DAS
129
Dynamic Advisor Solutions
Arizona
$526K +$96.2K +3,920 +22%
WKWM
130
Walter & Keenan Wealth Management
Indiana
$493K -$64.9K -2,643 -12%
PI
131
PFG Investments
New York
$489K -$13.3K -542 -3%
CCA
132
Cadent Capital Advisors
Oklahoma
$485K +$489K +19,921 New
VVP
133
Venture Visionary Partners
Ohio
$479K
SBH
134
Segall Bryant & Hamill
Illinois
$476K -$25.6K -1,043 -5%
TWM
135
Tradition Wealth Management
Minnesota
$469K -$13.2K -538 -3%
PNC
136
Point Nemo Capital
Texas
$462K +$467K +19,008 New
FSA
137
Fort Sheridan Advisors
Illinois
$455K
PCM
138
Palouse Capital Management
Washington
$442K -$98.5K -4,012 -18%
KA
139
Klingman & Associates
New York
$441K -$125K -5,092 -22%
PHWM
140
Pine Harbor Wealth Management
Maryland
$432K
BLC
141
Brown, Lisle/Cummings
Rhode Island
$431K -$51.8K -2,109 -11%
SPC
142
Sigma Planning Corp
Michigan
$429K +$107K +4,366 +33%
RBFC
143
Roman Butler Fullerton & Co
Missouri
$429K -$60.7K -2,471 -12%
1IA
144
1834 Investment Advisors
Wisconsin
$426K +$908 +37 +0.2%
PWMAG
145
Pinnacle Wealth Management Advisory Group
New Jersey
$423K
RPG
146
Risk Paradigm Group
Texas
$416K +$419K +17,079 New
IIM
147
IFC & Insurance Marketing
California
$413K +$417K +16,966 New
Truist Financial
148
Truist Financial
North Carolina
$413K +$129K +5,237 +45%
ACM
149
AlphaStar Capital Management
North Carolina
$411K -$77.2K -3,146 -16%
DI
150
Disciplined Investments
Oklahoma
$407K -$10.8K -441 -3%