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Invesco Variable Rate Preferred ETF

208 hedge funds and large institutions have $958M invested in Invesco Variable Rate Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
109
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFC
101
AFT Forsyth & Company
Florida
$1.05M +$12.7K +483 +1%
DCM
102
Delta Capital Management
New Jersey
$1.03M
RBFC
103
Roman Butler Fullerton & Co
Missouri
$1.03M +$23.1K +884 +2%
PCM
104
Palouse Capital Management
Washington
$1.02M -$52.6K -2,006 -5%
BU
105
BBVA USA
Alabama
$1M
MFG
106
Magnus Financial Group
New York
$1M -$79.4K -3,027 -7%
CHAM
107
Clear Harbor Asset Management
Connecticut
$998K -$57K -2,175 -5%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$965K +$258K +9,818 +36%
DADC
109
D.A. Davidson & Co
Montana
$962K +$345K +13,168 +56%
OMC
110
Old Mission Capital
Illinois
$947K +$428K +16,314 +82%
NA
111
NewEdge Advisors
Louisiana
$922K +$99K +3,778 +12%
AL
112
ACAS LLC
California
$897K +$8.39K +320 +0.9%
CIAS
113
Capital Investment Advisory Services
North Carolina
$892K +$18.7K +713 +2%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$867K -$19.5K -745 -2%
AF
115
Advisornet Financial
Minnesota
$829K
FSA
116
Fort Sheridan Advisors
Illinois
$813K
HB
117
Homrich & Berg
Georgia
$760K +$4.69K +179 +0.6%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$754K +$454K +17,311 +151%
BAM
119
BTS Asset Management
Massachusetts
$711K -$183K -6,975 -20%
JWCA
120
J.W. Coons Advisors
Ohio
$695K +$20.2K +775 +3%
BRWA
121
B. Riley Wealth Advisors
Florida
$678K +$182K +6,938 +37%
ONST
122
Old North State Trust
North Carolina
$677K -$201K -7,652 -23%
SW
123
SlateStone Wealth
Florida
$672K
NFG
124
Next Financial Group
Texas
$639K -$117K -4,466 -15%
CG
125
Colony Group
Massachusetts
$621K -$88K -3,355 -12%