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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.12M +$1.12M +50,048 New
HC
102
HNP Capital
New York
$1.12M +$4.61K +206 +0.4%
ECM
103
Evergreen Capital Management
Washington
$1.11M -$21.4M -955,486 -95%
VWM
104
Valley Wealth Managers
New Jersey
$1.09M -$94.7K -4,231 -8%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$1.03M -$76.8K -3,432 -7%
SWP
106
ShoreHaven Wealth Partners
New Jersey
$1.02M +$1.02M +45,602 New
PHS
107
Pekin Hardy Strauss
Illinois
$1.02M -$437K -19,523 -30%
FIC
108
Family Investment Center
Missouri
$993K +$993K +44,359 New
KWMG
109
King Wealth Management Group
Florida
$965K -$76.5K -3,416 -7%
CHAM
110
Clear Harbor Asset Management
Connecticut
$957K +$71.6K +3,200 +8%
CAN
111
Cetera Advisor Networks
California
$946K -$714K -31,894 -43%
EL
112
EMFO LLC
Florida
$903K -$359K -16,020 -28%
CIAS
113
Capital Investment Advisory Services
North Carolina
$901K +$13.6K +608 +2%
DCM
114
Delta Capital Management
New Jersey
$884K +$8.96K +400 +1%
EWA
115
Etesian Wealth Advisors
Oregon
$864K +$864K +38,592 New
AFC
116
AFT Forsyth & Company
Florida
$844K -$101K -4,491 -11%
KA
117
Klingman & Associates
New York
$841K -$451K -20,145 -35%
CG
118
Colony Group
Massachusetts
$839K +$194K +8,646 +30%
CFG
119
Cooper Financial Group
California
$812K +$16.9K +755 +2%
EWM
120
Elmwood Wealth Management
California
$806K -$143K -6,400 -15%
RBFC
121
Roman Butler Fullerton & Co
Missouri
$782K -$196K -8,415 -20%
Stifel Financial
122
Stifel Financial
Missouri
$777K +$437K +19,503 +128%
OC
123
Oppenheimer & Co
New York
$715K -$14.7K -656 -2%
DADC
124
D.A. Davidson & Co
Montana
$709K +$10.3K +461 +1%
FSA
125
Fort Sheridan Advisors
Illinois
$694K