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Invesco Variable Rate Preferred ETF

220 hedge funds and large institutions have $810M invested in Invesco Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 22 closing their positions.

Holders
220
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
26
Increased
61
Reduced
99
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
26
Boston Family Office
Massachusetts
$6.04M -$779K -35,016 -11%
MFS
27
Madrona Financial Services
Washington
$5.38M -$610K -27,433 -10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.24M -$9.03M -405,995 -63%
MWM
29
Marion Wealth Management
Pennsylvania
$5.04M +$92.2K +4,146 +2%
CCA
30
Cottonwood Capital Advisors
Utah
$5M -$161K -7,244 -3%
AI
31
Atria Investments
North Carolina
$4.86M +$1.19M +53,507 +32%
AP
32
Atwood & Palmer
Missouri
$4.8M -$667K -29,985 -12%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$4.52M +$673K +30,227 +17%
RFWA
34
RPg Family Wealth Advisory
Massachusetts
$4.27M +$531K +23,873 +14%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.95M +$350K +15,744 +10%
NW
36
NewEdge Wealth
Pennsylvania
$3.81M +$415K +18,634 +12%
HFS
37
Horizon Financial Services
North Carolina
$3.76M +$236K +10,606 +7%
Citigroup
38
Citigroup
New York
$3.72M -$61.6K -2,770 -2%
NG
39
Northstar Group
New York
$3.57M -$505K -22,704 -12%
SIA
40
SeaBridge Investment Advisors
New Jersey
$3.51M +$419K +18,826 +14%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$3.42M +$151K +6,776 +5%
SWM
42
Seed Wealth Management
Illinois
$3.36M -$1.15M -51,775 -26%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.35M +$587K +26,367 +21%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.28M +$771K +34,657 +31%
1IA
45
1834 Investment Advisors
Wisconsin
$3.08M -$910K -40,877 -23%
SAMC
46
Spectrum Asset Management (Connecticut)
Connecticut
$3.02M -$6.44M -289,249 -68%
DSC
47
Duncker Streett & Co
Missouri
$3.01M -$77K -3,459 -2%
MWM
48
Meridian Wealth Management
Kentucky
$2.96M -$6.99K -314 -0.2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.96M -$31.6K -1,421 -1%
HIP
50
HUB Investment Partners
Texas
$2.85M -$73.7K -3,314 -3%