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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
26
Boston Family Office
Massachusetts
$6.95M -$509K -22,726 -7%
LWA
27
LWS Wealth Advisors
New Jersey
$6.66M +$316K +14,110 +5%
Invesco
28
Invesco
Georgia
$6.59M -$484K -21,625 -7%
MFS
29
Madrona Financial Services
Washington
$6.4M +$69.8K +3,119 +1%
AP
30
Atwood & Palmer
Missouri
$5.62M -$811K -36,213 -13%
CCA
31
Cottonwood Capital Advisors
Utah
$5.24M -$128K -5,703 -2%
AI
32
Atria Investments
North Carolina
$4.99M -$228K -10,189 -4%
1IA
33
1834 Investment Advisors
Wisconsin
$4.78M -$1.6M -71,425 -25%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$4.65M +$162K +7,240 +4%
SWM
35
Seed Wealth Management
Illinois
$4.59M +$4.59M +204,857 New
Jane Street
36
Jane Street
New York
$4.48M -$11.1M -494,552 -71%
JIR
37
James Investment Research
Ohio
$4.39M -$1.23M -54,786 -22%
NG
38
Northstar Group
New York
$4.36M -$948K -42,336 -18%
NW
39
NewEdge Wealth
Pennsylvania
$4.27M -$158K -7,053 -4%
FHA
40
First Horizon Advisors
Tennessee
$4.13M -$6.09M -272,135 -60%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$4.03M +$1.33M +59,303 +49%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.84M -$1.77M -78,803 -31%
TLP
43
Trinity Legacy Partners
Texas
$3.75M +$71.7K +3,204 +2%
HFS
44
Horizon Financial Services
North Carolina
$3.64M +$1.29M +57,427 +55%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.64M -$330K -14,741 -8%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$3.62M +$1.05M +46,927 +41%
BAM
47
Byrne Asset Management
New Jersey
$3.49M +$8.78K +392 +0.3%
Citigroup
48
Citigroup
New York
$3.43M +$1.61M +71,830 +88%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$3.34M +$21.4K +957 +0.6%
RFWA
50
RPg Family Wealth Advisory
Massachusetts
$3.29M +$270K +12,050 +9%