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Invesco Variable Rate Preferred ETF

229 hedge funds and large institutions have $957M invested in Invesco Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
84
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
51
Duncker Streett & Co
Missouri
$3.1M -$489K -22,338 -14%
RFWA
52
RPg Family Wealth Advisory
Massachusetts
$3.08M +$2.58K +113 +0.1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$3.08M +$834K +38,081 +37%
SIA
54
SeaBridge Investment Advisors
New Jersey
$2.96M +$254K +11,620 +9%
WTC
55
WhitTier Trust Company
Nevada
$2.93M +$223K +10,206 +8%
PAG
56
Private Advisor Group
New Jersey
$2.81M +$1.33M +60,753 +90%
MWM
57
Meridian Wealth Management
Kentucky
$2.77M -$1.9M -86,627 -41%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$2.64M -$3.94M -179,898 -60%
ATPW
59
Ashton Thomas Private Wealth
Arizona
$2.51M +$1.93M +88,166 +331%
WKWM
60
Walter & Keenan Wealth Management
Indiana
$2.5M +$272K +12,418 +12%
OIM
61
Oder Investment Management
California
$2.37M +$58.4K +2,666 +3%
HFS
62
Horizon Financial Services
North Carolina
$2.31M +$2.31M +105,276 New
CT
63
Coastline Trust
Rhode Island
$2.3M -$2.92M -133,266 -56%
WA
64
Wambolt & Associates
Colorado
$2.28M +$154K +7,041 +7%
JHCP
65
Jackson Hole Capital Partners
Oklahoma
$2.26M +$233K +10,635 +12%
NAM
66
NTV Asset Management
West Virginia
$2.24M -$68.9K -3,145 -3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.21M -$179K -8,148 -7%
RCA
68
Ranch Capital Advisors
Florida
$2.07M -$58K -2,650 -3%
EH
69
Equitable Holdings
New York
$2.04M +$206K +9,407 +11%
LI
70
LMCG Investments
Massachusetts
$2.02M +$2.02M +92,268 New
FC
71
FCA Corp
Texas
$1.98M +$38.6K +1,761 +2%
PA
72
Pinnacle Associates
New York
$1.98M -$150K -6,870 -7%
PCA
73
Peddock Capital Advisors
Massachusetts
$1.97M -$87K -3,974 -4%
FCA
74
FinTrust Capital Advisors
South Carolina
$1.87M -$93.2K -4,265 -5%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.83M -$69.4K -3,168 -4%