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Invesco Variable Rate Preferred ETF

218 hedge funds and large institutions have $866M invested in Invesco Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-24
Holders Change %
-9.92%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
8
Increased
68
Reduced
102
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
126
Transcend Capital Advisors
New Jersey
$546K
OIA
127
OneDigital Investment Advisors
Kansas
$543K +$9.57K +432 +2%
NWM
128
Northwest Wealth Management
Iowa
$534K +$1.17K +53 +0.2%
WP
129
WealthShield Partners
North Carolina
$527K -$13.8K -622 -3%
CT
130
Coastline Trust
Rhode Island
$523K -$762K -34,410 -59%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$522K -$37.3K -1,685 -7%
KFP
132
KMG Fiduciary Partners
Ohio
$506K -$127K -5,733 -20%
EWM
133
Elmwood Wealth Management
California
$498K -$299K -13,500 -38%
MWA
134
MFA Wealth Advisors
Pennsylvania
$472K +$15.8K +715 +3%
TYCC
135
Texas Yale Capital Corp
Florida
$457K -$53K -2,393 -10%
UCFA
136
United Capital Financial Advisors
Texas
$445K +$91.5K +4,131 +26%
HBW
137
Hazlett, Burt & Watson
West Virginia
$435K -$45K -2,040 -9%
FFA
138
Farther Finance Advisors
California
$420K +$147K +6,653 +54%
IA
139
IFP Advisors
Florida
$406K -$762K -30,630 -65%
BAM
140
BTS Asset Management
Massachusetts
$399K -$22 -1 -0%
GL
141
Graypoint LLC
New York
$394K +$2.97K +134 +0.8%
ACA
142
Anchor Capital Advisors
Massachusetts
$385K
RFA
143
Resurgent Financial Advisors
Georgia
$384K -$8.42K -380 -2%
Franklin Resources
144
Franklin Resources
California
$379K +$379K +17,100 New
Neuberger Berman Group
145
Neuberger Berman Group
New York
$369K -$50.7K -2,290 -12%
GWM
146
Geneos Wealth Management
Colorado
$368K -$38.1K -1,721 -9%
CA
147
Cetera Advisors
Colorado
$361K +$361K +16,304 New
AWM
148
AllSquare Wealth Management
New York
$348K +$44.3K +2,000 +15%
LFASL
149
Lugano Financial Advisors SA (LFA)
Switzerland
$343K
CG
150
Colony Group
Massachusetts
$332K -$497K -22,482 -60%