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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
EWM
151
Endowment Wealth Management
Wisconsin
$401K +$13.6K +554 +3%
WIA
152
World Investment Advisors
California
$396K +$400K +16,293 New
CMMS
153
Comprehensive Money Management Services
Florida
$389K
UIM
154
Unified Investment Management
Georgia
$380K +$2.16K +88 +0.6%
WP
155
WealthShield Partners
North Carolina
$376K -$121K -4,925 -24%
DT
156
Diversified Trust
Tennessee
$374K
Citadel Advisors
157
Citadel Advisors
Florida
$360K +$363K +14,782 New
CFG
158
Citizens Financial Group
Rhode Island
$348K +$89.9K +3,663 +34%
MYIA
159
Mount Yale Investment Advisors
Colorado
$347K +$172 +7 +0%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$347K +$350K +14,274 New
HWM
161
HB Wealth Management
Georgia
$339K -$68.2K -2,780 -17%
NA
162
NewEdge Advisors
Louisiana
$339K -$114K -4,652 -25%
IAS
163
Insigneo Advisory Services
Florida
$338K -$1.45K -59 -0.4%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$334K +$8.2K +334 +2%
EH
165
Equitable Holdings
New York
$329K +$12.1K +493 +4%
IIC
166
Ironwood Investment Counsel
Arizona
$321K -$9.62K -392 -3%
VWM
167
Valley Wealth Managers
New Jersey
$316K -$15.8K -644 -5%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$316K -$2.74M -111,683 -90%
TYCC
169
Texas Yale Capital Corp
Florida
$307K +$172 +7 +0.1%
MWA
170
MFA Wealth Advisors
Pennsylvania
$305K -$229K -9,318 -43%
TFS
171
Thoroughbred Financial Services
Tennessee
$297K
CBA
172
Coastal Bridge Advisors
Connecticut
$295K +$1.67K +68 +0.6%
AFC
173
AFT Forsyth & Company
Florida
$294K -$28.7K -1,171 -9%
UCFA
174
United Capital Financial Advisors
Texas
$291K +$293K +11,944 New
MWM
175
Mosley Wealth Management
California
$286K +$283K +11,528 New