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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
DAS
151
Dynamic Advisor Solutions
Arizona
$409K
CFG
152
Cooper Financial Group
California
$403K
FHA
153
First Horizon Advisors
Tennessee
$398K
CMMS
154
Comprehensive Money Management Services
Florida
$396K
AWM
155
AllSquare Wealth Management
New York
$384K
Mariner
156
Mariner
Kansas
$381K
UIM
157
Unified Investment Management
Georgia
$379K
DT
158
Diversified Trust
Tennessee
$376K
IIC
159
Ironwood Investment Counsel
Arizona
$360K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$360K
VWM
161
Valley Wealth Managers
New Jersey
$357K
FFA
162
Farther Finance Advisors
California
$354K
IAS
163
Insigneo Advisory Services
Florida
$353K
AFC
164
AFT Forsyth & Company
Florida
$351K
TPW
165
Transatlantique Private Wealth
New York
$342K
AW
166
Alaethes Wealth
Nevada
$328K
EH
167
Equitable Holdings
New York
$327K
Neuberger Berman Group
168
Neuberger Berman Group
New York
$326K
DI
169
Disciplined Investments
Oklahoma
$316K
EWM
170
Endowment Wealth Management
Wisconsin
$314K
TYCC
171
Texas Yale Capital Corp
Florida
$309K
GWM
172
Geneos Wealth Management
Colorado
$304K
KA
173
Kovack Advisors
Florida
$296K
CBA
174
Coastal Bridge Advisors
Connecticut
$294K
UCFA
175
United Capital Financial Advisors
Texas
$292K