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Invesco Variable Rate Preferred ETF

218 hedge funds and large institutions have $866M invested in Invesco Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 29 closing their positions.

Holders
218
Holders Change
-24
Holders Change %
-9.92%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
8
Increased
68
Reduced
102
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFC
101
AFT Forsyth & Company
Florida
$878K 39,658 +1,966 +5%
DCM
102
Delta Capital Management
New Jersey
$874K 39,475
CIAS
103
Capital Investment Advisory Services
North Carolina
$870K 39,291 -953 -2%
PHS
104
Pekin Hardy Strauss
Illinois
$837K 37,790 -7,717 -17%
KA
105
Klingman & Associates
New York
$832K 37,567
RBFC
106
Roman Butler Fullerton & Co
Missouri
$751K 33,817 +234 +0.7%
Stifel Financial
107
Stifel Financial
Missouri
$745K 33,633 -1,064 -3%
BEI
108
Benjamin Edwards Inc
Missouri
$708K 31,973 +1,276 +4%
AWM
109
Activest Wealth Management
Florida
$703K 31,057 -43,963 -59%
OC
110
Oppenheimer & Co
New York
$689K 31,115 -812 -3%
DADC
111
D.A. Davidson & Co
Montana
$689K 31,099 -554 -2%
FSA
112
Fort Sheridan Advisors
Illinois
$687K 31,000
PCM
113
Palouse Capital Management
Washington
$683K 30,845 +2,432 +9%
EWA
114
Etesian Wealth Advisors
Oregon
$683K 30,831 -7,761 -20%
PAS
115
Park Avenue Securities
New York
$658K 29,712 +1,245 +4%
BRWA
116
B. Riley Wealth Advisors
Florida
$655K 29,577 +1,220 +4%
RCWM
117
Royal Capital Wealth Management
Indiana
$652K 29,450
HWM
118
HB Wealth Management
Georgia
$618K 27,911 +110 +0.4%
JWCA
119
J.W. Coons Advisors
Ohio
$613K 27,685
CP
120
Camelot Portfolios
Ohio
$601K 27,152 +757 +3%
AAS
121
Avantax Advisory Services
Texas
$587K 26,497 +2,235 +9%
EC
122
Estate Counselors
Wisconsin
$582K 26,280 +895 +4%
PCA
123
Peddock Capital Advisors
Massachusetts
$568K 25,655 -3,641 -12%
DP
124
Dearborn Partners
Illinois
$564K 25,459 -380 -1%
WS
125
Wedbush Securities
California
$546K 24,633 -898 -4%