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Invesco Variable Rate Preferred ETF

233 hedge funds and large institutions have $977M invested in Invesco Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
21
Increased
82
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
126
J.W. Coons Advisors
Ohio
$703K
FSA
127
Fort Sheridan Advisors
Illinois
$688K
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$685K +$19.9K +895 +3%
PCM
129
Palouse Capital Management
Washington
$678K +$13.3K +600 +2%
DADC
130
D.A. Davidson & Co
Montana
$670K +$20.9K +944 +3%
CSA
131
Cottage Street Advisors
Massachusetts
$667K -$221K -9,973 -25%
RCWM
132
Royal Capital Wealth Management
Indiana
$653K +$653K +29,450 New
BEI
133
Benjamin Edwards Inc
Missouri
$651K +$40.3K +1,818 +7%
WS
134
Wedbush Securities
California
$620K -$169K -7,593 -21%
HWM
135
HB Wealth Management
Georgia
$612K -$52.1K -2,346 -8%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$590K -$24.4K -1,100 -4%
WP
137
WealthShield Partners
North Carolina
$584K +$21.5K +970 +4%
DP
138
Dearborn Partners
Illinois
$573K +$25.4K +1,143 +5%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$565K -$2.34M -105,440 -81%
OIA
140
OneDigital Investment Advisors
Kansas
$560K +$11.6K +525 +2%
BRWA
141
B. Riley Wealth Advisors
Florida
$555K -$86.4K -3,891 -13%
TCA
142
Transcend Capital Advisors
New Jersey
$553K +$136K +6,141 +33%
RFA
143
Resurgent Financial Advisors
Georgia
$506K +$24.8K +1,117 +5%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$486K
AWS
145
Atria Wealth Solutions
New York
$438K -$44.8K -2,019 -9%
GWM
146
Geneos Wealth Management
Colorado
$429K -$19.2K -866 -4%
AL
147
ACAS LLC
California
$424K -$189K -8,111 -31%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$422K
LFASL
149
Lugano Financial Advisors SA (LFA)
Switzerland
$399K -$6.41K -289 -2%
GL
150
Graypoint LLC
New York
$396K +$166K +7,469 +72%