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Invesco Variable Rate Preferred ETF

223 hedge funds and large institutions have $767M invested in Invesco Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
61
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
26
Spectrum Asset Management (Connecticut)
Connecticut
$5.29M +$2.25M +100,794 +74%
MWM
27
Marion Wealth Management
Pennsylvania
$5.13M +$56.3K +2,516 +1%
AI
28
Atria Investments
North Carolina
$5.09M +$207K +9,239 +4%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$4.9M +$355K +15,887 +8%
RFWA
30
RPg Family Wealth Advisory
Massachusetts
$4.36M +$67.9K +3,037 +2%
CCA
31
Cottonwood Capital Advisors
Utah
$4.33M -$694K -31,040 -14%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.97M -$3.35M -149,741 -46%
HFS
33
Horizon Financial Services
North Carolina
$3.96M +$176K +7,886 +5%
NW
34
NewEdge Wealth
Pennsylvania
$3.87M +$43.2K +1,933 +1%
SIA
35
SeaBridge Investment Advisors
New Jersey
$3.65M +$121K +5,431 +3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$3.53M +$86.9K +3,884 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.45M +$82.2K +3,673 +2%
MWM
38
Meridian Wealth Management
Kentucky
$3.39M +$407K +18,207 +14%
NG
39
Northstar Group
New York
$3.36M -$232K -10,350 -6%
SWM
40
Seed Wealth Management
Illinois
$3.22M -$159K -7,102 -5%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$3.14M +$167K +7,445 +6%
OPS
42
Orion Portfolio Solutions
Nebraska
$2.95M +$1.03M +46,087 +54%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.95M +$1.03M +46,087 +54%
DSC
44
Duncker Streett & Co
Missouri
$2.85M -$174K -7,757 -6%
HIP
45
HUB Investment Partners
Texas
$2.81M -$55.9K -2,501 -2%
KPWS
46
Kestra Private Wealth Services
Texas
$2.76M +$1.05M +47,068 +62%
NP
47
Nilsine Partners
Colorado
$2.72M +$2.72M +121,604 New
Citigroup
48
Citigroup
New York
$2.62M -$1.12M -50,164 -30%
1IA
49
1834 Investment Advisors
Wisconsin
$2.59M -$501K -22,390 -16%
Goldman Sachs
50
Goldman Sachs
New York
$2.53M -$206K -9,196 -8%