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Invesco Variable Rate Preferred ETF

223 hedge funds and large institutions have $767M invested in Invesco Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $810M → $767M (-$42.9M)

40% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 101

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.8M
2 +$10.3M
3 +$6.73M
4
AA
Advisory Alpha
Michigan
+$5.84M
5
LPL Financial
LPL Financial
California
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$595K
127
$547K
128
$532K
129
$530K
130
$515K
131
$514K
132
$492K
133
$491K
134
$490K
135
$481K
136
$473K
137
$458K
138
$450K
139
$424K
140
$416K
141
$402K
142
$395K
143
$389K
144
$389K
145
$374K
146
$373K
147
$372K
148
$351K
149
$347K
150
$346K