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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
79
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
226
Impact Partnership Wealth
Georgia
$7.61K
PCM
227
Penserra Capital Management
California
$7K
NA
228
NewEdge Advisors
Louisiana
$6.82K
US Bancorp
229
US Bancorp
Minnesota
$6.8K -$95 -4 -1%
RFA
230
Register Financial Advisors
Georgia
$6.18K +$6.18K +260 New
TRCT
231
Tower Research Capital (TRC)
New York
$5.32K
RIL
232
Rothschild Investment LLC
Illinois
$3.57K
CFGS
233
Concourse Financial Group Securities
Alabama
$3.57K
DFA
234
DHJJ Financial Advisors
Illinois
$1.95K
BAM
235
Byrne Asset Management
New Jersey
$1.9K +$1.9K +80 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$24 -$144 -6 -86%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$20
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
-$4.35M -188,655 Closed
MWM
239
Meridian Wealth Management
Kentucky
-$3.43M -148,551 Closed
Principal Financial Group
240
Principal Financial Group
Iowa
-$2.91M -126,276 Closed
ACM
241
AlphaStar Capital Management
North Carolina
-$1.42M -61,399 Closed
AC
242
AlphaCore Capital
California
-$842K -36,500 Closed
WWM
243
Western Wealth Management
Colorado
-$770K -33,355 Closed
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
-$494K -21,425 Closed
CCM
245
Crabel Capital Management
California
-$475K -20,563 Closed
JFG
246
Jefferies Financial Group
New York
-$469K -20,315 Closed
CP
247
Camelot Portfolios
Ohio
-$390K -16,876 Closed
MFG
248
MidWestOne Financial Group
Iowa
-$358K -15,500 Closed
PIWA
249
Prevail Innovative Wealth Advisors
Kansas
-$323K -14,002 Closed
N
250
Natixis
France
-$296K -12,813 Closed