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Invesco Variable Rate Preferred ETF

230 hedge funds and large institutions have $1.04B invested in Invesco Variable Rate Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
98
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
101
Roosevelt Investment Group
New York
$1.39M 53,645 +3,738 +7%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$1.32M 50,915 -960 -2%
Lido Advisors
103
Lido Advisors
California
$1.32M 50,858 +1,958 +4%
CP
104
Camelot Portfolios
Ohio
$1.32M 50,742 +50,742 New
KWMG
105
King Wealth Management Group
Florida
$1.25M 48,360 -1,425 -3%
DI
106
Diligent Investors
California
$1.24M 47,992 +155 +0.3%
AAS
107
Avantax Advisory Services
Texas
$1.18M 45,538 +1,096 +2%
WS
108
Wedbush Securities
California
$1.17M 45,052 +1,676 +4%
CCA
109
Clearwater Capital Advisors
Illinois
$1.09M 42,086 -600 -1%
AFC
110
AFT Forsyth & Company
Florida
$1.07M 41,154 +1,197 +3%
CSA
111
Cottage Street Advisors
Massachusetts
$1.04M 40,161 +40,161 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$1.03M 39,888 +3,102 +8%
DCM
113
Delta Capital Management
New Jersey
$1.03M 39,700 +345 +0.9%
CG
114
Colony Group
Massachusetts
$1.03M 39,673 +15,998 +68%
RBFC
115
Roman Butler Fullerton & Co
Missouri
$1.02M 39,341 +160 +0.4%
CHAM
116
Clear Harbor Asset Management
Connecticut
$1.02M 39,255 +1,185 +3%
CIAS
117
Capital Investment Advisory Services
North Carolina
$930K 35,896 +1,860 +5%
OPS
118
Orion Portfolio Solutions
Nebraska
$910K 35,124 -7,841 -18%
Stifel Financial
119
Stifel Financial
Missouri
$892K 34,392 +11,766 +52%
AL
120
ACAS LLC
California
$877K 33,834 -376 -1%
BAM
121
BTS Asset Management
Massachusetts
$876K 33,783 +6,655 +25%
NA
122
NewEdge Advisors
Louisiana
$865K 33,388 -1,785 -5%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$840K 32,408 -655 -2%
AF
124
Advisornet Financial
Minnesota
$820K 31,621
FSA
125
Fort Sheridan Advisors
Illinois
$804K 31,000