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Invesco Variable Rate Preferred ETF

255 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, 82 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$195M +$9.1M +372,214 +5%
Morgan Stanley
2
Morgan Stanley
New York
$195M -$13.2M -538,201 -6%
Wells Fargo
3
Wells Fargo
California
$75.4M +$13.2M +541,580 +21%
UBS Group
4
UBS Group
Switzerland
$54.7M -$2.97M -121,497 -5%
LPL Financial
5
LPL Financial
California
$51.3M -$4.27M -174,447 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$35.8M +$3.73M +152,363 +12%
SI
7
Stephens Inc
Arkansas
$33.9M +$160K +6,531 +0.5%
ACM
8
Advisors Capital Management
New Jersey
$29.6M +$2.38M +97,360 +9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$28.8M +$6.67M +272,670 +30%
HighTower Advisors
10
HighTower Advisors
Illinois
$25.5M +$554K +22,668 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.4M -$865K -35,582 -6%
Raymond James Financial
12
Raymond James Financial
Florida
$14.2M +$2.96M +121,230 +26%
Ameriprise
13
Ameriprise
Minnesota
$13.8M -$461K -18,836 -3%
Stifel Financial
14
Stifel Financial
Missouri
$13.8M -$150K -6,145 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.5M +$518K +21,203 +4%
BEI
16
Benjamin Edwards Inc
Missouri
$13M -$1.28M -52,471 -9%
EWA
17
Evolution Wealth Advisors
Florida
$10.9M -$76.2K -3,118 -0.7%
MGIA
18
Matthew Goff Investment Advisor
Texas
$10.6M -$5.11M -208,977 -33%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$9.78M
ATPW
20
Ashton Thomas Private Wealth
Arizona
$9.57M +$385K +15,762 +4%
WCA
21
Westover Capital Advisors
Delaware
$8.44M +$8.44M +345,102 New
SAMC
22
Spectrum Asset Management (Connecticut)
Connecticut
$8.38M +$6.46M +264,256 +337%
MML Investors Services
23
MML Investors Services
Massachusetts
$8.35M -$243K -9,937 -3%
WCM
24
Windsor Capital Management
Arizona
$8.14M -$25.1K -1,025 -0.3%
MCM
25
MAI Capital Management
Ohio
$8.11M -$641K -26,221 -7%