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Invesco Variable Rate Preferred ETF

229 hedge funds and large institutions have $957M invested in Invesco Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
84
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
126
Pasadena Private Wealth
California
$705K -$2.91K -133 -0.4%
JWCA
127
J.W. Coons Advisors
Ohio
$690K
PCM
128
Palouse Capital Management
Washington
$686K +$16.4K +750 +2%
DADC
129
D.A. Davidson & Co
Montana
$683K +$21.9K +1,000 +3%
FSA
130
Fort Sheridan Advisors
Illinois
$679K
BEI
131
Benjamin Edwards Inc
Missouri
$653K +$11K +503 +2%
RCWM
132
Royal Capital Wealth Management
Indiana
$645K
CG
133
Colony Group
Massachusetts
$632K -$188K -8,589 -23%
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
$613K -$63.4K -2,895 -9%
HWM
135
HB Wealth Management
Georgia
$607K +$2.91K +133 +0.5%
BRWA
136
B. Riley Wealth Advisors
Florida
$590K +$42.2K +1,924 +8%
WP
137
WealthShield Partners
North Carolina
$589K +$12.9K +589 +2%
WS
138
Wedbush Securities
California
$588K -$23.5K -1,074 -4%
DP
139
Dearborn Partners
Illinois
$563K -$3.18K -145 -0.6%
SFS
140
Sowell Financial Services
Arkansas
$548K +$548K +25,036 New
OIA
141
OneDigital Investment Advisors
Kansas
$547K -$6.02K -275 -1%
TCA
142
Transcend Capital Advisors
New Jersey
$546K
Truist Financial
143
Truist Financial
North Carolina
$523K -$247K -11,266 -32%
CP
144
Camelot Portfolios
Ohio
$500K -$272K -12,398 -35%
RFA
145
Resurgent Financial Advisors
Georgia
$500K +$416 +19 +0.1%
ONST
146
Old North State Trust
North Carolina
$480K +$480K +21,887 +99,486%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$473K -$10K -455 -2%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$466K -$92K -4,200 -16%
NYLIM
149
New York Life Investment Management
New York
$446K -$294K -13,394 -40%
GWM
150
Geneos Wealth Management
Colorado
$437K +$14.7K +672 +3%