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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
126
Benjamin Edwards Inc
Missouri
$687K +$19.3K +861 +3%
WWM
127
Western Wealth Management
Colorado
$672K -$245K -10,927 -27%
RCWM
128
Royal Capital Wealth Management
Indiana
$659K
PCA
129
Peddock Capital Advisors
Massachusetts
$656K -$1.35M -60,435 -67%
KFP
130
KMG Fiduciary Partners
Ohio
$640K -$418K -18,659 -39%
PAS
131
Park Avenue Securities
New York
$637K -$141K -6,304 -18%
BRWA
132
B. Riley Wealth Advisors
Florida
$635K +$32.2K +1,437 +5%
NA
133
NewEdge Advisors
Louisiana
$628K +$628K +34,379 New
HWM
134
HB Wealth Management
Georgia
$622K +$2.26K +101 +0.4%
JWCA
135
J.W. Coons Advisors
Ohio
$620K -$85.6K -3,825 -12%
CP
136
Camelot Portfolios
Ohio
$591K +$80.1K +3,578 +16%
ASN
137
Advisory Services Network
Georgia
$583K +$180K +8,051 +45%
SFS
138
Sowell Financial Services
Arkansas
$581K +$20.8K +931 +4%
DP
139
Dearborn Partners
Illinois
$579K +$3.31K +148 +0.6%
WS
140
Wedbush Securities
California
$572K -$29.8K -1,332 -5%
EC
141
Estate Counselors
Wisconsin
$568K +$568K +25,385 New
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$565K -$61.6K -2,750 -10%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$560K
TCA
144
Transcend Capital Advisors
New Jersey
$552K -$6.72K -300 -1%
WP
145
WealthShield Partners
North Carolina
$546K -$55.8K -2,493 -9%
AAS
146
Avantax Advisory Services
Texas
$543K -$242K -10,798 -31%
OIA
147
OneDigital Investment Advisors
Kansas
$539K -$19.7K -879 -4%
NWM
148
Northwest Wealth Management
Iowa
$539K +$539K +24,076 New
TYCC
149
Texas Yale Capital Corp
Florida
$516K -$692K -30,913 -57%
SWP
150
Stratos Wealth Partners
Ohio
$491K -$662K -29,565 -57%