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Invesco Variable Rate Preferred ETF

233 hedge funds and large institutions have $977M invested in Invesco Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
21
Increased
82
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$3.17M +$113K +5,092 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.16M -$120K -5,424 -4%
RFWA
53
RPg Family Wealth Advisory
Massachusetts
$2.99M +$287K +12,932 +11%
HIP
54
HUB Investment Partners
Texas
$2.89M -$362K -16,325 -11%
KPWS
55
Kestra Private Wealth Services
Texas
$2.83M -$341K -15,390 -11%
WTC
56
WhitTier Trust Company
Nevada
$2.74M -$720K -32,478 -21%
SIA
57
SeaBridge Investment Advisors
New Jersey
$2.74M -$1.21M -54,352 -31%
Citadel Advisors
58
Citadel Advisors
Florida
$2.54M +$137K +6,161 +6%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$290K +13,059 +14%
NAM
60
NTV Asset Management
West Virginia
$2.34M -$23.9K -1,075 -1%
OIM
61
Oder Investment Management
California
$2.34M +$35.7K +1,609 +2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.27M -$349K -15,713 -13%
WKWM
63
Walter & Keenan Wealth Management
Indiana
$2.25M +$466K +21,010 +26%
KFP
64
KMG Fiduciary Partners
Ohio
$2.22M -$470K -21,170 -17%
RCA
65
Ranch Capital Advisors
Florida
$2.16M +$163K +7,346 +8%
PA
66
Pinnacle Associates
New York
$2.15M -$31.7K -1,430 -1%
WA
67
Wambolt & Associates
Colorado
$2.15M +$1.65M +74,520 +333%
PCA
68
Peddock Capital Advisors
Massachusetts
$2.08M +$18.7K +843 +0.9%
FCA
69
FinTrust Capital Advisors
South Carolina
$2.08M -$310K -13,451 -13%
PP
70
Prudential plc
United Kingdom
$2.06M
JHCP
71
Jackson Hole Capital Partners
Oklahoma
$2.05M +$69.5K +3,134 +4%
FC
72
FCA Corp
Texas
$1.97M +$100K +4,519 +5%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.93M -$7.26K -327 -0.4%
EH
74
Equitable Holdings
New York
$1.86M +$1.86M +83,871 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.7M +$448K +20,181 +36%