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Invesco Variable Rate Preferred ETF

218 hedge funds and large institutions have $866M invested in Invesco Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 55.71%54.44% (-1.3%)

10% less funds holding

Funds holding: 242218 (-24)

11% less capital invested

Capital invested by funds: $976M → $866M (-$110M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 102

72% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 29

Holders
218
Holders Change
-24
Holders Change %
-9.92%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
8
Increased
68
Reduced
102
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
-$1.03M -46,182 Closed
SWP
227
ShoreHaven Wealth Partners
New Jersey
-$1.02M -45,602 Closed
EL
228
EMFO LLC
Florida
-$903K -40,351 Closed
SFS
229
Sowell Financial Services
Arkansas
-$581K -25,967 Closed
SWP
230
Stratos Wealth Partners
Ohio
-$491K -21,949 Closed
NYLIM
231
New York Life Investment Management
New York
-$445K -19,862 Closed
AC
232
AWM Capital
Arizona
-$336K -15,000 Closed
SW
233
SlateStone Wealth
Florida
-$271K -12,104 Closed
Citadel Advisors
234
Citadel Advisors
Florida
-$246K -10,973 Closed
RIA
235
Regal Investment Advisors
Michigan
-$200K -8,952 Closed
CWAF
236
Core Wealth Advisors (Florida)
Florida
-$19.7K -881 Closed
RBC
237
Romano Brothers & Co
Illinois
-$13.8K -616 Closed
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
-$13.8K -615 Closed
MTIC
239
Missouri Trust & Investment Company
Missouri
-$13K -600 Closed
ACM
240
Antonetti Capital Management
Florida
-$12.7K -568 Closed
MCC
241
Money Concepts Capital
Florida
-$12.2K -545 Closed
USCWA
242
U.S. Capital Wealth Advisors
Texas
-$6.72K -300 Closed
HFM
243
Hartford Financial Management
Connecticut
-$6.22K -278 Closed
AWM
244
Accurate Wealth Management
Florida
-$2.29K -100 Closed
ADL
245
Asset Dedication LLC
California
-$1K -99 Closed
AA
246
AlphaMark Advisors
Kentucky
-$2K -89 Closed
CA
247
Clearstead Advisors
Ohio
-$985 -44 Closed

VRP Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q1 2023, worth a combined $866M — down 11% from $976M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VRP and 8 opened new positions — a net loss of 21 holders — while 102 trimmed existing stakes and 68 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.38M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.

  • 218 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q1 2023, down from 242 in Q4 2022.
  • Funds reported $866M of Invesco Variable Rate Preferred ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 8 funds opened new Invesco Variable Rate Preferred ETF positions in Q1 2023 and 29 closed out, a net change of -21 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q1 2023 was Janney Montgomery Scott, an estimated $7.38M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q1 2023 was Morgan Stanley, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2023.