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Invesco Variable Rate Preferred ETF

240 hedge funds and large institutions have $956M invested in Invesco Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
89
Reduced
89
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
26
Windsor Capital Management
Arizona
$8.01M +$298K +12,455 +4%
EC
27
Estate Counselors
Wisconsin
$7.94M +$5.02M +209,340 +172%
Invesco
28
Invesco
Georgia
$6.57M -$288K -12,028 -4%
SA
29
Sanctuary Advisors
Indiana
$6.12M +$6.12M +260,257 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$5.48M +$466K +19,456 +9%
SAM
31
Synergy Asset Management
Washington
$5.36M -$2.26M -94,227 -30%
BFO
32
Boston Family Office
Massachusetts
$5.35M -$2.38M -99,287 -31%
NW
33
NewEdge Wealth
Pennsylvania
$4.99M +$93.6K +3,907 +2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$4.76M +$2.81M +117,261 +144%
MWM
35
Meridian Wealth Management
Kentucky
$4.75M +$4.75M +198,434 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$4.48M +$155K +6,467 +4%
HFS
37
Horizon Financial Services
North Carolina
$4.4M +$66.5K +2,777 +2%
SIA
38
SeaBridge Investment Advisors
New Jersey
$4.33M +$44.7K +1,864 +1%
CCA
39
Cottonwood Capital Advisors
Utah
$4.07M -$99.2K -4,147 -2%
KAS
40
Kestra Advisory Services
Texas
$4.01M +$1.22M +50,945 +44%
NP
41
Nilsine Partners
Colorado
$4M +$241K +10,061 +6%
WT
42
Whittier Trust
California
$3.83M +$78.4K +3,273 +2%
PS
43
Principal Securities
Iowa
$3.66M +$1.54M +64,287 +73%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$3.47M +$1.39M +57,985 +67%
ASFA
45
All Season Financial Advisors
Colorado
$3.29M +$3.29M +137,113 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.21M +$549K +22,927 +21%
EWM
47
Elmwood Wealth Management
California
$3.13M +$1.09M +45,575 +54%
SWM
48
Seed Wealth Management
Illinois
$3.05M -$39.5K -1,650 -1%
FC
49
FCA Corp
Texas
$3.01M +$52.7K +2,198 +2%
Citigroup
50
Citigroup
New York
$2.98M +$293K +12,244 +11%