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Invesco Variable Rate Preferred ETF

220 hedge funds and large institutions have $810M invested in Invesco Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
26
Increased
61
Reduced
99
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$899K +$899K +40,415 New
VRM
102
Vectors Research Management
New York
$896K -$128K -5,751 -12%
RW
103
RVW Wealth
California
$886K -$96.8K -4,352 -10%
CC
104
Courier Capital
New York
$866K +$866K +38,919 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$866K -$600K -26,986 -41%
PAS
106
Park Avenue Securities
New York
$853K +$192K +8,640 +29%
AFC
107
AFT Forsyth & Company
Florida
$841K -$41.4K -1,861 -5%
PHS
108
Pekin Hardy Strauss
Illinois
$830K -$10.9K -490 -1%
KA
109
Klingman & Associates
New York
$814K -$22.3K -1,000 -3%
RBFC
110
Roman Butler Fullerton & Co
Missouri
$765K +$3.06K +136 +0.4%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$734K -$1.47M -66,116 -67%
SFS
112
Sowell Financial Services
Arkansas
$691K +$691K +31,043 New
DADC
113
D.A. Davidson & Co
Montana
$688K -$4.14K -186 -0.6%
BEI
114
Benjamin Edwards Inc
Missouri
$684K -$27.5K -1,234 -4%
EWA
115
Etesian Wealth Advisors
Oregon
$678K -$7.74K -348 -1%
RCWM
116
Royal Capital Wealth Management
Indiana
$655K
OC
117
Oppenheimer & Co
New York
$655K -$37.1K -1,668 -5%
PCM
118
Palouse Capital Management
Washington
$649K -$37.2K -1,673 -5%
HWM
119
HB Wealth Management
Georgia
$624K +$2.67K +120 +0.4%
JWCA
120
J.W. Coons Advisors
Ohio
$616K
CP
121
Camelot Portfolios
Ohio
$613K +$8.54K +384 +1%
I
122
INVST
Indiana
$568K +$568K +25,544 New
AAS
123
Avantax Advisory Services
Texas
$564K -$25.5K -1,148 -4%
TCA
124
Transcend Capital Advisors
New Jersey
$548K
BAM
125
BTS Asset Management
Massachusetts
$544K +$143K +6,429 +36%