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Invesco Variable Rate Preferred ETF

230 hedge funds and large institutions have $1.04B invested in Invesco Variable Rate Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
98
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWA
26
LWS Wealth Advisors
New Jersey
$7.5M 289,352 +7,246 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$7.29M 281,010 +21,348 +8%
JIR
28
James Investment Research
Ohio
$7.17M 276,514 +113,325 +69%
WT
29
Whittier Trust
California
$6.85M 264,169 -2,574 -1%
ACM
30
Advisors Capital Management
New Jersey
$6.82M 263,146 +263,146 New
MFM
31
MD Financial Management
Ontario, Canada
$6.67M 257,343 +13,383 +5%
NG
32
Northstar Group
New York
$6.56M 253,032 +5,469 +2%
MFS
33
Madrona Financial Services
Washington
$6.48M 249,937 +4,174 +2%
PHS
34
Pekin Hardy Strauss
Illinois
$5.34M 205,826 +26,035 +14%
TYCC
35
Texas Yale Capital Corp
Florida
$5.27M 203,463 -10,095 -5%
MWA
36
MFA Wealth Advisors
Pennsylvania
$5.2M 200,742 +8,961 +5%
AWM
37
Altium Wealth Management
New York
$5.02M 193,512 +130,085 +205%
NA
38
Nottingham Advisors
New York
$5.01M 193,368 +394 +0.2%
MWM
39
Marion Wealth Management
Pennsylvania
$5M 192,905 +192,905 New
AI
40
Atria Investments
North Carolina
$4.95M 191,016 -1,023 -0.5%
CCA
41
Cottonwood Capital Advisors
Utah
$4.82M 185,808 +185,808 New
SIA
42
SeaBridge Investment Advisors
New Jersey
$4.67M 180,018 -24,846 -12%
DSC
43
Duncker Streett & Co
Missouri
$4.55M 175,666 +28,551 +19%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.26M 164,444 +10,772 +7%
OMC
45
Old Mission Capital
Illinois
$3.91M 150,810 +114,707 +318%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$3.9M 150,545 +3,703 +3%
HIP
47
HUB Investment Partners
Texas
$3.87M 149,403 +3,110 +2%
TLP
48
Trinity Legacy Partners
Texas
$3.84M 148,156 +206 +0.1%
CCMG
49
Clark Capital Management Group
Pennsylvania
$3.84M 148,013 +2,913 +2%
KPWS
50
Kestra Private Wealth Services
Texas
$3.75M 144,594 -2,981 -2%