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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.

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 %
ARG
76
Advisory Resource Group
Oklahoma
$1.57M +$53.9K +2,228 +4%
BHBT
77
Burke & Herbert Bank & Trust
Virginia
$1.52M +$67.7K +2,800 +5%
AAS
78
Ameritas Advisory Services
Nebraska
$1.49M +$79.5K +3,287 +6%
GFG
79
Goldstone Financial Group
Illinois
$1.49M +$107K +4,408 +8%
JIR
80
James Investment Research
Ohio
$1.46M +$298K +12,300 +26%
AWM
81
Activest Wealth Management
Florida
$1.45M +$6.97K +288 +0.5%
IA
82
IFP Advisors
Florida
$1.43M -$13.1K -541 -0.9%
NWM
83
Northwest Wealth Management
Iowa
$1.43M -$17.9K -739 -1%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$1.43M -$17.9K -739 -1%
SAS
85
Stelac Advisory Services
New York
$1.35M +$30K +1,240 +2%
WIP
86
WealthCare Investment Partners
Rhode Island
$1.34M +$421K +17,348 +46%
GL
87
Graypoint LLC
New York
$1.31M -$20.4K -843 -2%
DI
88
Diligent Investors
California
$1.27M +$3.02K +125 +0.2%
AFP
89
Ausdal Financial Partners
Iowa
$1.25M -$19.8K -817 -2%
BLC
90
Brown, Lisle/Cummings
Rhode Island
$1.24M -$4.67K -193 -0.4%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$451K +18,668 +58%
BWG
92
Beta Wealth Group
California
$1.19M +$9.99K +413 +0.8%
SPIA
93
Steward Partners Investment Advisory
New York
$1.14M +$161K +6,640 +16%
GIA
94
Gladstone Institutional Advisory
Florida
$1.14M +$35.5K +1,469 +3%
FCI
95
Financial Counselors Inc
Kansas
$1.1M +$40.5K +1,674 +4%
KWMG
96
King Wealth Management Group
Florida
$1.03M +$8.98K +371 +0.9%
CIAS
97
Capital Investment Advisory Services
North Carolina
$1.03M -$40.2K -1,661 -4%
DADC
98
D.A. Davidson & Co
Montana
$1.02M +$66.5K +2,750 +7%
DCM
99
Delta Capital Management
New Jersey
$1.01M -$2.9K -120 -0.3%
PA
100
Pinnacle Associates
New York
$989K -$127K -5,266 -11%