Stock ownership · SEC 13F · Q3 2025

INVESCO VARIABLE RATE INVEST

Who owns INVESCO VARIABLE RATE INVEST (CUSIP 46090A879)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$373K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 3 institutions report $373K in INVESCO VARIABLE RATE INVEST positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$373K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46090A879 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.4M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - INVESCO VARIABLE RATE INVEST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of INVESCO VARIABLE RATE INVEST
  1. 1
    WBI INVESTMENTS, LLC $352K
  2. 2
    JPMORGAN CHASE & CO $11K
  3. 3
    CIBC Private Wealth Group LLC $10K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a INVESCO VARIABLE RATE INVEST position has risen from 1 to 3 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q1'24Q4'24Q1'25Q3'25 3
Distinct 13F filers holding INVESCO VARIABLE RATE INVEST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 WBI INVESTMENTS, LLC 14,023 $352K 94.3%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 435 $11K 2.9%
3 CIBC Private Wealth Group LLC 407 $10K 2.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO VARIABLE RATE INVEST's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
97.1%
Shared-other discretion (OTR)
2.9%

Latest Quarter Activity · Q3 2025

New positions (3)

WBI INVESTMENTS, LLC $352K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $11K
CIBC Private Wealth Group LLC $10K

Frequently Asked Questions

How many institutions hold INVESCO VARIABLE RATE INVEST?▼
INVESCO VARIABLE RATE INVEST is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of INVESCO VARIABLE RATE INVEST?▼
Institutions report $373K of INVESCO VARIABLE RATE INVEST as of Q3 2025.
How concentrated is ownership of INVESCO VARIABLE RATE INVEST?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO VARIABLE RATE INVEST, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO VARIABLE RATE INVEST?▼
WBI INVESTMENTS, LLC is the largest reported holder of INVESCO VARIABLE RATE INVEST with $352K across 14,023 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.