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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $1.27B invested in Invesco Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
102
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$3.09M +$272K +11,250 +10%
SWM
52
Seed Wealth Management
Illinois
$3.03M -$36.9K -1,525 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.63M -$7.45M -307,786 -74%
ACM
54
AlphaStar Capital Management
North Carolina
$2.63M +$446K +18,418 +20%
OPS
55
Orion Portfolio Solutions
Nebraska
$2.58M +$169K +6,998 +7%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.58M +$169K +6,998 +7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$391K +16,177 +18%
NMG
58
New Millennium Group
Utah
$2.48M +$863K +35,688 +53%
DSC
59
Duncker Streett & Co
Missouri
$2.47M -$264K -10,903 -10%
HIP
60
HUB Investment Partners
Texas
$2.37M -$508K -20,994 -18%
OIM
61
Oder Investment Management
California
$2.34M +$12K +498 +0.5%
Goldman Sachs
62
Goldman Sachs
New York
$2.22M -$42.7K -1,764 -2%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$2.14M +$243K +10,058 +13%
AC
64
Addison Capital
Pennsylvania
$2.07M +$11.7K +485 +0.6%
DP
65
Dearborn Partners
Illinois
$2.05M +$5.03K +208 +0.2%
NAM
66
NTV Asset Management
West Virginia
$2.02M -$198K -8,200 -9%
RCA
67
Ranch Capital Advisors
Florida
$1.89M +$54.4K +2,248 +3%
WA
68
Waverly Advisors
Alabama
$1.85M -$104K -4,301 -5%
Comerica Bank
69
Comerica Bank
Texas
$1.85M +$161K +6,658 +10%
JHCP
70
Jackson Hole Capital Partners
Oklahoma
$1.84M -$12.5K -517 -0.7%
WS
71
Wedbush Securities
California
$1.83M +$106K +4,389 +6%
KPWS
72
Kestra Private Wealth Services
Texas
$1.73M -$254K -10,493 -13%
KAS
73
Kestra Advisory Services
Texas
$1.63M -$903K -37,350 -36%
CSP
74
Cary Street Partners
Virginia
$1.6M +$1.6M +66,060 New
HWM
75
Howard Wealth Management
Connecticut
$1.6M +$443K +18,309 +38%