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Invesco Variable Rate Preferred ETF

240 hedge funds and large institutions have $956M invested in Invesco Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
89
Reduced
89
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$1.05M +$177K +7,400 +20%
KWMG
102
King Wealth Management Group
Florida
$1.03M -$16.7K -699 -2%
DCM
103
Delta Capital Management
New Jersey
$1.01M
Corient Private Wealth
104
Corient Private Wealth
Florida
$1M +$17.1K +712 +2%
IIC
105
Ironwood Investment Counsel
Arizona
$977K -$428K -17,877 -30%
SPIA
106
Steward Partners Investment Advisory
New York
$974K -$51.3K -2,139 -5%
P
107
&Partners
Tennessee
$974K -$347K -14,470 -26%
PA
108
Pinnacle Associates
New York
$972K -$32.3K -1,350 -3%
DADC
109
D.A. Davidson & Co
Montana
$892K +$74.8K +3,123 +9%
KC
110
Kades & Cheifetz
Pennsylvania
$891K -$66.6K -2,781 -7%
SFS
111
Sowell Financial Services
Arkansas
$870K +$38.3K +1,596 +5%
CHAM
112
Clear Harbor Asset Management
Connecticut
$821K -$70K -2,920 -8%
ONB
113
Old National Bancorp
Indiana
$817K
MOS
114
MGO One Seven
Ohio
$804K +$23.9K +998 +3%
AWS
115
Atria Wealth Solutions
New York
$800K +$47.8K +1,996 +6%
VRM
116
Vectors Research Management
New York
$794K -$16.7K -698 -2%
HWM
117
Howard Wealth Management
Connecticut
$792K +$792K +33,055 New
PHS
118
Pekin Hardy Strauss
Illinois
$777K -$4.79K -200 -0.6%
CC
119
Courier Capital
New York
$767K -$31.3K -1,306 -4%
AFC
120
AFT Forsyth & Company
Florida
$747K -$45.1K -1,881 -6%
EWA
121
Etesian Wealth Advisors
Oregon
$746K -$2.04K -85 -0.3%
1IA
122
1834 Investment Advisors
Wisconsin
$746K -$110K -4,577 -13%
FHA
123
First Horizon Advisors
Tennessee
$687K -$18.1K -756 -3%
JWCA
124
J.W. Coons Advisors
Ohio
$679K -$40.4K -1,685 -6%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$670K +$370K +15,437 +123%