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Invesco Variable Rate Preferred ETF

223 hedge funds and large institutions have $767M invested in Invesco Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1% more funds holding

Funds holding: 220223 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.46% less ownership

Funds ownership: 53.99%52.54% (-1.5%)

5% less capital invested

Capital invested by funds: $810M → $767M (-$42.9M)

40% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 101

Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
61
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change

VRP Hedge Fund Activity: Q3 2023 in Review

223 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q3 2023, worth a combined $767M — down 5.3% from $810M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VRP positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 101 trimmed.

The largest buyer was UBS Group, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $35M.

  • 223 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q3 2023, up from 220 in Q2 2023.
  • Funds reported $767M of Invesco Variable Rate Preferred ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 23 funds opened new Invesco Variable Rate Preferred ETF positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q3 2023 was UBS Group, an estimated $11.9M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q3 2023 was Jane Street, an estimated $35M sold.

Based on aggregated 13F filings for Q3 2023.