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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $1.27B invested in Invesco Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 20 closing their positions.

Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
102
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
101
WhitTier Trust Company
Nevada
$976K -$107K -4,410 -10%
GRP
102
Global Retirement Partners
California
$967K +$39K +1,612 +4%
ASN
103
Advisory Services Network
Georgia
$957K -$152K -6,273 -14%
WKWM
104
Walter & Keenan Wealth Management
Indiana
$938K -$65K -2,686 -6%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$901K +$426K +17,623 +90%
CC
106
Courier Capital
New York
$876K +$106K +4,389 +14%
IIC
107
Ironwood Investment Counsel
Arizona
$857K -$101K -4,178 -11%
JWCA
108
J.W. Coons Advisors
Ohio
$834K +$124K +5,135 +18%
CHAM
109
Clear Harbor Asset Management
Connecticut
$826K -$1.21K -50 -0.1%
SAM
110
Synergy Asset Management
Washington
$808K +$389K +15,980 +93%
ONB
111
Old National Bancorp
Indiana
$801K -$23.9K -990 -3%
Corient Private Wealth
112
Corient Private Wealth
Florida
$790K +$13.4K +553 +2%
PHS
113
Pekin Hardy Strauss
Illinois
$773K -$6.05K -250 -0.8%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$757K +$757K +31,275 New
TCA
115
Transcend Capital Advisors
New Jersey
$748K -$1.26M -52,128 -63%
KC
116
Kades & Cheifetz
Pennsylvania
$721K -$157K -6,480 -18%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$695K +$294K +12,160 +73%
VRM
118
Vectors Research Management
New York
$662K -$136K -5,627 -17%
SWM
119
SK Wealth Management
Rhode Island
$633K
KA
120
Klingman & Associates
New York
$631K -$18.2K -753 -3%
AAS
121
Avantax Advisory Services
Texas
$628K +$32.6K +1,349 +5%
AWS
122
Atria Wealth Solutions
New York
$626K -$209K -8,628 -25%
PIWA
123
Prevail Innovative Wealth Advisors
Kansas
$623K +$160K +6,601 +34%
OC
124
Oppenheimer & Co
New York
$623K -$41.5K -1,714 -6%
FHA
125
First Horizon Advisors
Tennessee
$615K +$7.26K +300 +1%