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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 %
IIC
76
Ironwood Investment Counsel
Arizona
$1.39M -$218K -9,166 -14%
AWM
77
Activest Wealth Management
Florida
$1.39M +$593K +24,954 +75%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.38M -$140K -5,901 -9%
AC
79
Addison Capital
Pennsylvania
$1.36M +$851K +35,805 +166%
GRP
80
Global Retirement Partners
California
$1.33M +$396K +16,675 +42%
AFP
81
Ausdal Financial Partners
Iowa
$1.32M +$1.32M +55,360 New
BLC
82
Brown, Lisle/Cummings
Rhode Island
$1.3M -$11.7K -492 -0.9%
WKWM
83
Walter & Keenan Wealth Management
Indiana
$1.3M -$319K -13,439 -20%
P
84
&Partners
Tennessee
$1.29M -$686K -29,412 -35%
FCI
85
Financial Counselors Inc
Kansas
$1.28M -$289K -12,163 -18%
AAS
86
Ameritas Advisory Services
Nebraska
$1.27M +$485K +20,415 +62%
DI
87
Diligent Investors
California
$1.27M +$2.21K +93 +0.2%
SFG
88
Summit Financial Group
West Virginia
$1.23M -$2.38K -100 -0.2%
Comerica Bank
89
Comerica Bank
Texas
$1.23M +$382K +16,069 +45%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$1.19M -$51K -2,145 -4%
BWG
91
Beta Wealth Group
California
$1.17M +$1.17M +49,419 New
SAS
92
Stelac Advisory Services
New York
$1.14M +$17.4K +732 +2%
CAN
93
Cetera Advisor Networks
California
$1.09M +$197K +8,300 +22%
ASN
94
Advisory Services Network
Georgia
$1.07M -$15.4K -647 -1%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.04M +$5.87K +247 +0.6%
KWMG
96
King Wealth Management Group
Florida
$1.03M -$2.85K -120 -0.3%
Prudential Financial
97
Prudential Financial
New Jersey
$1.03M +$481K +20,240 +88%
SPIA
98
Steward Partners Investment Advisory
New York
$1.02M -$15.4K -648 -1%
DCM
99
Delta Capital Management
New Jersey
$998K
PA
100
Pinnacle Associates
New York
$996K -$101K -4,250 -9%