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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
79
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$977K -$139K -5,832 -12%
PP
102
Prudential plc
United Kingdom
$963K
KC
103
Kades & Cheifetz
Pennsylvania
$950K -$62.6K -2,634 -6%
CHAM
104
Clear Harbor Asset Management
Connecticut
$884K -$63.3K -2,665 -7%
I
105
INVST
Indiana
$878K -$153K -6,446 -15%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$869K +$381K +16,024 +78%
GFG
107
Goldstone Financial Group
Illinois
$856K -$131K -5,492 -13%
1IA
108
1834 Investment Advisors
Wisconsin
$849K -$1.86M -78,136 -69%
PP
109
Patten & Patten
Tennessee
$830K +$830K +34,911 New
OA
110
Operose Advisors
Wisconsin
$830K +$830K +34,900 New
SFS
111
Sowell Financial Services
Arkansas
$825K +$10.1K +424 +1%
DADC
112
D.A. Davidson & Co
Montana
$811K +$3.35K +141 +0.4%
ONB
113
Old National Bancorp
Indiana
$810K
VRM
114
Vectors Research Management
New York
$804K -$34.4K -1,448 -4%
CC
115
Courier Capital
New York
$792K -$21.6K -907 -3%
AFC
116
AFT Forsyth & Company
Florida
$786K -$7.7K -324 -1%
PHS
117
Pekin Hardy Strauss
Illinois
$775K -$35.7K -1,500 -4%
MOS
118
MGO One Seven
Ohio
$774K +$22.1K +931 +3%
CA
119
Cetera Advisors
Colorado
$754K +$754K +31,723 New
AWS
120
Atria Wealth Solutions
New York
$747K +$287K +12,083 +63%
EWA
121
Etesian Wealth Advisors
Oregon
$743K -$3.14K -132 -0.4%
JWCA
122
J.W. Coons Advisors
Ohio
$713K +$36.8K +1,550 +5%
FHA
123
First Horizon Advisors
Tennessee
$699K -$246K -10,331 -26%
OC
124
Oppenheimer & Co
New York
$695K +$33.7K +1,418 +5%
RW
125
RVW Wealth
California
$676K -$30.5K -1,285 -4%