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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 %
CFG
151
Cooper Financial Group
California
$403K -$25.8K -1,054 -6%
FHA
152
First Horizon Advisors
Tennessee
$398K -$4.33K -177 -1%
CMMS
153
Comprehensive Money Management Services
Florida
$396K -$18.3K -750 -4%
AWM
154
AllSquare Wealth Management
New York
$384K
Mariner
155
Mariner
Kansas
$381K +$381K +15,565 New
UIM
156
Unified Investment Management
Georgia
$379K +$1.13K +46 +0.3%
DT
157
Diversified Trust
Tennessee
$376K +$376K +15,372 New
IIC
158
Ironwood Investment Counsel
Arizona
$360K -$56.7K -2,318 -14%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$360K +$90.6K +3,704 +34%
VWM
160
Valley Wealth Managers
New Jersey
$357K -$9.07K -371 -2%
FFA
161
Farther Finance Advisors
California
$354K -$22.5K -921 -6%
IAS
162
Insigneo Advisory Services
Florida
$353K -$124K -5,053 -26%
AFC
163
AFT Forsyth & Company
Florida
$351K -$93K -3,802 -21%
TPW
164
Transatlantique Private Wealth
New York
$342K
AW
165
Alaethes Wealth
Nevada
$328K
EH
166
Equitable Holdings
New York
$327K -$89.8K -3,674 -22%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$326K +$73.6K +3,011 +29%
DI
168
Disciplined Investments
Oklahoma
$316K +$171 +7 +0.1%
EWM
169
Endowment Wealth Management
Wisconsin
$314K +$27.8K +1,138 +10%
TYCC
170
Texas Yale Capital Corp
Florida
$309K +$75.9K +3,103 +33%
GWM
171
Geneos Wealth Management
Colorado
$304K -$310K -12,673 -50%
KA
172
Kovack Advisors
Florida
$296K -$12.6K -516 -4%
CBA
173
Coastal Bridge Advisors
Connecticut
$294K +$880 +36 +0.3%
UCFA
174
United Capital Financial Advisors
Texas
$292K -$147K -6,013 -33%
MWM
175
Marion Wealth Management
Pennsylvania
$287K -$5.6K -229 -2%