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Invesco Variable Rate Preferred ETF

229 hedge funds and large institutions have $957M invested in Invesco Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
84
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
26
Boston Family Office
Massachusetts
$7.29M -$246K -11,247 -3%
Invesco
27
Invesco
Georgia
$6.92M -$338K -15,438 -5%
MWM
28
Marion Wealth Management
Pennsylvania
$6.62M +$2.23M +101,604 +51%
AP
29
Atwood & Palmer
Missouri
$6.29M -$7.63M -348,192 -55%
1IA
30
1834 Investment Advisors
Wisconsin
$6.24M -$6.74M -307,789 -52%
LWA
31
LWS Wealth Advisors
New Jersey
$6.21M +$2.8M +127,899 +82%
MFS
32
Madrona Financial Services
Washington
$6.19M +$195K +8,886 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$5.53M +$2.41M +110,134 +77%
HighTower Advisors
34
HighTower Advisors
Illinois
$5.49M +$595K +27,113 +12%
JIR
35
James Investment Research
Ohio
$5.49M -$38.7K -1,765 -0.7%
CCA
36
Cottonwood Capital Advisors
Utah
$5.25M +$51.1K +2,334 +1%
NG
37
Northstar Group
New York
$5.19M -$560K -25,554 -10%
AI
38
Atria Investments
North Carolina
$5.1M -$174K -7,957 -3%
ASFA
39
All Season Financial Advisors
Colorado
$4.64M +$4.64M +211,917 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.39M +$370K +16,894 +9%
NW
41
NewEdge Wealth
Pennsylvania
$4.33M -$98.6K -4,500 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$3.88M +$110K +5,028 +3%
RJA
43
Raymond James & Associates
Florida
$3.78M -$193K -8,809 -5%
EWA
44
Evolution Wealth Advisors
Florida
$3.69M +$102K +4,646 +3%
TLP
45
Trinity Legacy Partners
Texas
$3.6M -$32.7K -1,493 -0.9%
NA
46
Nottingham Advisors
New York
$3.51M +$9.18K +418 +0.3%
BAM
47
Byrne Asset Management
New Jersey
$3.41M -$349K -15,943 -9%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.24M +$113K +5,143 +4%
KPWS
49
Kestra Private Wealth Services
Texas
$3.16M +$366K +16,696 +13%
HIP
50
HUB Investment Partners
Texas
$3.14M +$293K +13,387 +10%