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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Accel Wealth Management
Iowa
$11.7K
FP
227
Financial Perspectives
Minnesota
$11.3K
PB
228
Pinnacle Bancorp
Nebraska
$11K
USCWA
229
U.S. Capital Wealth Advisors
Texas
$6.72K +$6.72K +300 New
HFM
230
Hartford Financial Management
Connecticut
$6.22K
TRCT
231
Tower Research Capital (TRC)
New York
$6K -$680 -28 -10%
RFA
232
Register Financial Advisors
Georgia
$5.82K +$5.82K +260 New
CFGS
233
Concourse Financial Group Securities
Alabama
$3.36K +$3.36K +150 New
GI
234
Gradient Investments
Minnesota
$2.8K
AWM
235
Accurate Wealth Management
Florida
$2.29K +$2.29K +100 New
MIA
236
Milestone Investment Advisors
Wisconsin
$2.24K +$2.24K +100 New
AA
237
AlphaMark Advisors
Kentucky
$2K
CFD
238
Creative Financial Designs
Indiana
$1.37K
ADL
239
Asset Dedication LLC
California
$1K +$1K +99 New
CA
240
Clearstead Advisors
Ohio
$985 -$21.2K -945 -96%
US Bancorp
241
US Bancorp
Minnesota
$90
Fidelity Investments
242
Fidelity Investments
Massachusetts
$22 -$66 -3 -75%
LI
243
LMCG Investments
Massachusetts
-$2.02M -92,268 Closed
SW
244
Simplicity Wealth
New Jersey
-$1.18M -53,730 Closed
DWM
245
Dakota Wealth Management
Florida
-$1.17M -53,296 Closed
CCA
246
Clearwater Capital Advisors
Illinois
-$932K -42,554 Closed
PPW
247
Pasadena Private Wealth
California
-$705K -32,205 Closed
CSA
248
Cottage Street Advisors
Massachusetts
-$397K -18,114 Closed
SCI
249
Stableford Capital II
Arizona
-$361K -16,614 Closed
CA
250
CGN Advisors
Kansas
-$355K -16,228 Closed