VRP icon

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