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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
CB
201
Commerce Bank
Missouri
$217K
SWP
202
Stratos Wealth Partners
Ohio
$217K
PWM
203
Partners Wealth Management
California
$213K
SG
204
StoneX Group
New York
$203K
AA
205
Ancora Advisors
Ohio
$184K
William Blair & Company
206
William Blair & Company
Illinois
$159K
BBHC
207
Brown Brothers Harriman & Co
New York
$148K
OP
208
ORG Partners
Indiana
$144K
CAL
209
Capital Advisors Ltd
Ohio
$124K
CT
210
Coastline Trust
Rhode Island
$119K
HI
211
Harbour Investments
Wisconsin
$118K
WCM
212
Westend Capital Management
California
$108K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$103K
BC
214
Barrett & Company
Rhode Island
$65.4K
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$65.1K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$57.3K
PK
217
Pflug Koory
Nebraska
$55.4K
LFASL
218
Lugano Financial Advisors SA (LFA)
Switzerland
$52.1K
KFI
219
Key Financial Inc
Pennsylvania
$51.6K
HBW
220
Hazlett, Burt & Watson
West Virginia
$47K
AP
221
Atwood & Palmer
Missouri
$46.3K
NS
222
NBC Securities
Alabama
$41K
AP
223
Advisors Preferred
Maryland
$40.7K
NA
224
Nordwand Advisors
Pennsylvania
$39.1K
SWIM
225
Smallwood Wealth Investment Management
New Jersey
$35.1K