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Invesco Variable Rate Preferred ETF

261 hedge funds and large institutions have $1.17B invested in Invesco Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 89 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: $ → $

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
261
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

Top Buyers

1 +$13.2M
2 +$9.1M
3 +$8.44M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.67M
5
SA
Sanctuary Advisors
Indiana
+$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$292K
MWM
177
Marion Wealth Management
Pennsylvania
$287K
CA
178
Calton & Associates
Florida
$282K
TFS
179
Thoroughbred Financial Services
Tennessee
$281K
EWA
180
Etesian Wealth Advisors
Oregon
$278K
RW
181
RVW Wealth
California
$277K
PAMG
182
Patton Albertson Miller Group
Tennessee
$268K
HNWAG
183
High Net Worth Advisory Group
Florida
$264K
FB
184
Finward Bancorp
Indiana
$259K
P
185
&Partners
Tennessee
$258K
EA
186
Everpar Advisors
Oklahoma
$258K
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$255K
Deutsche Bank
188
Deutsche Bank
Germany
$251K
TCOO
189
Trust Company of Oklahoma
Oklahoma
$247K
Truist Financial
190
Truist Financial
North Carolina
$246K
RFN
191
Redwood Financial Network
Ohio
$245K
CFG
192
Citizens Financial Group
Rhode Island
$245K
CCM
193
Chilton Capital Management
Texas
$241K
KeyBank National Association
194
KeyBank National Association
Ohio
$241K
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$231K
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$229K
SPC
197
Sigma Planning Corp
Michigan
$227K
ONST
198
Old North State Trust
North Carolina
$222K
IRAG
199
Investment Research & Advisory Group
Georgia
$221K
DAS
200
Diversify Advisory Services
Utah
$220K