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Invesco Variable Rate Preferred ETF

208 hedge funds and large institutions have $958M invested in Invesco Variable Rate Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
109
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
51
NewEdge Wealth
Pennsylvania
$3.35M +$1.04M +39,752 +45%
GI
52
Glovista Investments
New Jersey
$3.33M -$15.2K -580 -0.5%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$3.3M +$63.1K +2,408 +2%
WTC
54
WhitTier Trust Company
Nevada
$2.97M +$228K +8,712 +8%
MWM
55
Meridian Wealth Management
Kentucky
$2.82M +$166K +6,330 +6%
VFG
56
V2 Financial group
Illinois
$2.81M -$31K -1,182 -1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$2.75M +$202K +7,709 +8%
PAS
58
Park Avenue Securities
New York
$2.74M +$1.44M +54,943 +111%
PA
59
Pinnacle Associates
New York
$2.69M -$16.1K -615 -0.6%
NAM
60
NTV Asset Management
West Virginia
$2.68M +$883K +33,675 +49%
PP
61
Prudential plc
United Kingdom
$2.62M
FC
62
FCA Corp
Texas
$2.42M -$60.6K -2,312 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.42M -$708K -27,006 -23%
SPIA
64
Steward Partners Investment Advisory
New York
$2.36M -$31.8K -1,212 -1%
PCA
65
Peddock Capital Advisors
Massachusetts
$2.34M +$63K +2,404 +3%
DWM
66
Dakota Wealth Management
Florida
$2.19M -$8.31K -317 -0.4%
OIM
67
Oder Investment Management
California
$2.18M +$124K +4,724 +6%
CWA
68
Clearview Wealth Advisors
Oregon
$2.06M +$709K +27,056 +53%
RCA
69
Ranch Capital Advisors
Florida
$2.06M +$114K +4,330 +6%
PAG
70
Private Advisor Group
New Jersey
$1.94M +$422K +16,099 +28%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$1.92M +$496K +18,900 +35%
AW
72
ACG Wealth
Georgia
$1.8M +$97.3K +3,712 +6%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$1.78M -$4.77M -181,917 -73%
CB
74
Community Bank
New York
$1.71M -$7.87K -300 -0.5%
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$1.7M +$268K +10,211 +19%