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Invesco Variable Rate Preferred ETF

220 hedge funds and large institutions have $810M invested in Invesco Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 22 closing their positions.

Holders
220
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
26
Increased
61
Reduced
99
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
51
Byrne Asset Management
New Jersey
$2.81M -$114K -5,135 -4%
Goldman Sachs
52
Goldman Sachs
New York
$2.72M -$4.31M -193,722 -61%
WTC
53
WhitTier Trust Company
Nevada
$2.61M -$207K -9,313 -7%
RJA
54
Raymond James & Associates
Florida
$2.6M -$808K -36,305 -24%
WA
55
Wambolt & Associates
Colorado
$2.53M +$21.8K +980 +0.9%
KC
56
Kades & Cheifetz
Pennsylvania
$2.48M -$160K -7,179 -6%
Principal Financial Group
57
Principal Financial Group
Iowa
$2.39M +$2.39M +107,588 New
FC
58
FCA Corp
Texas
$2.28M +$9.26K +416 +0.4%
OIM
59
Oder Investment Management
California
$2.21M -$44K -1,977 -2%
JHCP
60
Jackson Hole Capital Partners
Oklahoma
$2.17M -$181K -8,122 -8%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2.16M -$115K -5,159 -5%
RCA
62
Ranch Capital Advisors
Florida
$2.06M -$5.45K -245 -0.3%
NWM
63
Northwest Wealth Management
Iowa
$2.06M +$1.52M +68,377 +283%
JIR
64
James Investment Research
Ohio
$2.05M -$433K -19,469 -17%
OPS
65
Orion Portfolio Solutions
Nebraska
$1.9M -$108K -4,861 -5%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.9M -$108K -4,861 -5%
WKWM
67
Walter & Keenan Wealth Management
Indiana
$1.89M -$84.9K -3,814 -4%
NAM
68
NTV Asset Management
West Virginia
$1.84M -$278K -12,500 -13%
WA
69
Waverly Advisors
Alabama
$1.78M +$1.78M +80,094 New
NA
70
Nottingham Advisors
New York
$1.77M -$93.1K -4,185 -5%
TWM
71
Tradition Wealth Management
Minnesota
$1.75M +$133K +5,973 +8%
KPWS
72
Kestra Private Wealth Services
Texas
$1.7M -$28.9K -1,297 -2%
KAS
73
Kestra Advisory Services
Texas
$1.58M +$83.5K +3,751 +6%
PA
74
Pinnacle Associates
New York
$1.49M -$158K -7,095 -10%
PP
75
Prudential plc
United Kingdom
$1.44M