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Invesco Variable Rate Preferred ETF

240 hedge funds and large institutions have $956M invested in Invesco Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
89
Reduced
89
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
76
Northwest Wealth Management
Iowa
$1.62M -$280K -11,674 -15%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$203K +8,472 +15%
AWM
78
Activest Wealth Management
Florida
$1.55M +$152K +6,357 +11%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$1.52M +$46.7K +1,950 +3%
WS
80
Wedbush Securities
California
$1.49M +$1.04M +43,504 +234%
GL
81
Graypoint LLC
New York
$1.46M -$766K -31,957 -34%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$51.1K -2,132 -3%
BHBT
83
Burke & Herbert Bank & Trust
Virginia
$1.43M +$1.43M +59,480 New
BEI
84
Benjamin Edwards Inc
Missouri
$1.41M -$10.5K -440 -0.7%
AAS
85
Ameritas Advisory Services
Nebraska
$1.38M +$103K +4,319 +8%
Comerica Bank
86
Comerica Bank
Texas
$1.36M +$118K +4,940 +10%
AFP
87
Ausdal Financial Partners
Iowa
$1.34M +$11.5K +482 +0.9%
BLC
88
Brown, Lisle/Cummings
Rhode Island
$1.3M -$9.13K -381 -0.7%
WKWM
89
Walter & Keenan Wealth Management
Indiana
$1.28M -$24.4K -1,020 -2%
DI
90
Diligent Investors
California
$1.25M -$24.7K -1,031 -2%
IA
91
IFP Advisors
Florida
$1.24M +$826K +34,459 +198%
SSA
92
Schonfeld Strategic Advisors
New York
$1.2M +$700K +29,227 +140%
GRP
93
Global Retirement Partners
California
$1.19M -$151K -6,289 -11%
SAS
94
Stelac Advisory Services
New York
$1.15M
GFG
95
Goldstone Financial Group
Illinois
$1.14M +$274K +11,422 +32%
FCI
96
Financial Counselors Inc
Kansas
$1.12M -$167K -6,950 -13%
ASN
97
Advisory Services Network
Georgia
$1.1M +$24.7K +1,030 +2%
GIA
98
Gladstone Institutional Advisory
Florida
$1.07M +$524K +21,852 +96%
CIAS
99
Capital Investment Advisory Services
North Carolina
$1.06M +$17.2K +718 +2%
BWG
100
Beta Wealth Group
California
$1.05M -$130K -5,426 -11%