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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
79
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIM
51
Oder Investment Management
California
$2.25M -$49.3K -2,072 -2%
WTC
52
WhitTier Trust Company
Nevada
$2.21M -$87.6K -3,684 -4%
GL
53
Graypoint LLC
New York
$2.2M -$3.72M -156,602 -63%
TWM
54
Tradition Wealth Management
Minnesota
$2.13M +$75.1K +3,161 +4%
OPS
55
Orion Portfolio Solutions
Nebraska
$2.11M -$62.9K -2,648 -3%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.11M -$62.9K -2,648 -3%
PS
57
Principal Securities
Iowa
$2.1M +$57.1K +2,403 +3%
JHCP
58
Jackson Hole Capital Partners
Oklahoma
$2.07M +$41.3K +1,739 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$2.07M +$1.52M +64,101 +279%
NAM
60
NTV Asset Management
West Virginia
$2.06M +$209K +8,780 +11%
DP
61
Dearborn Partners
Illinois
$2.06M +$1.34M +56,574 +188%
RCA
62
Ranch Capital Advisors
Florida
$2.03M -$35.9K -1,511 -2%
EWM
63
Elmwood Wealth Management
California
$2.02M +$2.02M +84,894 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$1.93M +$1.93M +81,223 New
WA
65
Waverly Advisors
Alabama
$1.91M +$33.5K +1,410 +2%
NWM
66
Northwest Wealth Management
Iowa
$1.89M -$205K -8,645 -10%
TI
67
Tidal Investments
Wisconsin
$1.78M +$146K +6,142 +9%
JIR
68
James Investment Research
Ohio
$1.75M -$53.3K -2,241 -3%
SAMC
69
Spectrum Asset Management (Connecticut)
Connecticut
$1.73M -$6.89M -289,740 -80%
TCA
70
Transcend Capital Advisors
New Jersey
$1.66M +$62K +2,610 +4%
PAS
71
Park Avenue Securities
New York
$1.6M +$498K +20,944 +45%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.49M -$794K -33,412 -35%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.47M +$132K +5,567 +10%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$1.42M +$720K +30,283 +103%
BEI
75
Benjamin Edwards Inc
Missouri
$1.41M +$541K +22,745 +62%