We are live on ! Find out more
VRP icon

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
SWP
176
Stratos Wealth Partners
Ohio
$285K +$52.7K +2,148 +22%
GWM
177
Geneos Wealth Management
Colorado
$284K -$14.3K -582 -5%
RW
178
RVW Wealth
California
$275K
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$267K
FB
180
Finward Bancorp
Indiana
$266K +$19.9K +810 +8%
AW
181
Alaethes Wealth
Nevada
$266K
Lido Advisors
182
Lido Advisors
California
$266K
DAS
183
Diversify Advisory Services
Utah
$265K +$38.2K +1,556 +17%
EA
184
Everpar Advisors
Oklahoma
$257K
EWA
185
Etesian Wealth Advisors
Oregon
$253K -$9.55K -389 -4%
Deutsche Bank
186
Deutsche Bank
Germany
$249K
MWM
187
Marion Wealth Management
Pennsylvania
$248K -$26.7K -1,087 -10%
FFA
188
Farther Finance Advisors
California
$248K -$99.9K -4,069 -29%
TCOO
189
Trust Company of Oklahoma
Oklahoma
$246K
AG
190
AmeriFlex Group
Nevada
$244K -$236K -9,622 -49%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$239K +$241K +9,812 New
Mariner
192
Mariner
Kansas
$233K -$270 -11 -0.1%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$230K
DI
194
Diligent Investors
California
$230K +$4.64K +189 +2%
PAMG
195
Patton Albertson Miller Group
Tennessee
$229K -$13.5K -548 -6%
IRAG
196
Investment Research & Advisory Group
Georgia
$228K +$5.57K +227 +2%
CCM
197
Chilton Capital Management
Texas
$228K +$4.79K +195 +2%
ASN
198
Advisory Services Network
Georgia
$227K -$600K -24,453 -72%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$222K -$17.2K -700 -7%
First Trust Advisors
200
First Trust Advisors
Illinois
$219K