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Invesco Variable Rate Preferred ETF
VRP

Overview Fund Activity

242 hedge funds and large institutions have $1.13B invested in Invesco Variable Rate Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
–
Holders Change %
0%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
89
Reduced
88
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$82.9M
2
Morgan Stanley
Morgan Stanley
New York
+$25.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17.4M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$9.7M
5
WF
Williams Financial
Vermont
+$8.27M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$45.2M
2
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$19M
3
OPAM
Ocean Park Asset Management
California
-$14.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.8M
5
HFS
Horizon Financial Services
North Carolina
-$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$207M +$25.1M +1,035,316 +14%
Bank of America
2
Bank of America
North Carolina
$185M +$82.9M +3,421,753 +81%
Wells Fargo
3
Wells Fargo
California
$61.6M +$1.7M +70,209 +3%
UBS Group
4
UBS Group
Switzerland
$57.1M -$4.37M -180,329 -7%
LPL Financial
5
LPL Financial
California
$55.1M +$4.2M +173,408 +8%
SI
6
Stephens Inc
Arkansas
$33.4M -$1.31M -53,841 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.8M +$3.73M +153,679 +13%
ACM
8
Advisors Capital Management
New Jersey
$26.9M +$2.13M +88,017 +9%
HighTower Advisors
9
HighTower Advisors
Illinois
$24.7M +$1.64M +67,741 +7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$21.9M +$17.4M +718,716 +389%
MGIA
11
Matthew Goff Investment Advisor
Texas
$15.6M -$205K -8,447 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.2M +$4M +165,067 +36%
BEI
13
Benjamin Edwards Inc
Missouri
$14.1M +$454K +18,717 +3%
Ameriprise
14
Ameriprise
Minnesota
$14.1M +$3.61M +149,693 +35%
Stifel Financial
15
Stifel Financial
Missouri
$13.8M +$5.47M +225,491 +65%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.9M -$6.8M -280,329 -35%
Raymond James Financial
17
Raymond James Financial
Florida
$11.1M +$1.74M +71,732 +19%
EWA
18
Evolution Wealth Advisors
Florida
$10.9M -$235K -9,697 -2%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$9.7M +$9.7M +400,000 New
EC
20
Estate Counselors
Wisconsin
$9.19M +$1.04M +42,860 +13%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$9.11M -$152K -6,278 -2%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$9.1M -$520K -21,466 -5%
MCM
23
MAI Capital Management
Ohio
$8.68M +$164K +6,781 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.52M -$302K -12,475 -3%
WF
25
Williams Financial
Vermont
$8.27M +$8.27M +341,196 New
1
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