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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
Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
61
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCWM
126
Royal Capital Wealth Management
Indiana
$595K -$63.8K -2,850 -10%
BAM
127
BTS Asset Management
Massachusetts
$547K -$89 -4 -0%
AAS
128
Avantax Advisory Services
Texas
$532K -$35.4K -1,582 -6%
BRWA
129
B. Riley Wealth Advisors
Florida
$530K -$5.73K -256 -1%
WS
130
Wedbush Securities
California
$515K -$22.7K -1,017 -4%
CFG
131
Cooper Financial Group
California
$514K +$15.5K +695 +3%
WP
132
WealthShield Partners
North Carolina
$492K -$7.02K -314 -1%
CT
133
Coastline Trust
Rhode Island
$491K
MWA
134
MFA Wealth Advisors
Pennsylvania
$490K -$3.27K -146 -0.7%
AWS
135
Atria Wealth Solutions
New York
$481K +$2.82K +126 +0.6%
VWM
136
Valley Wealth Managers
New Jersey
$473K -$471K -21,063 -50%
RFN
137
Redwood Financial Network
Ohio
$458K +$458K +20,473 New
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$450K -$67.1K -3,000 -13%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$424K +$424K +18,937 New
AWM
140
AE Wealth Management
Kansas
$416K +$162K +7,264 +64%
IA
141
IFP Advisors
Florida
$402K -$77.1K -3,447 -16%
FIC
142
Family Investment Center
Missouri
$395K -$611K -27,333 -61%
ACA
143
Anchor Capital Advisors
Massachusetts
$389K
CP
144
Camelot Portfolios
Ohio
$389K -$227K -10,167 -37%
FFA
145
Farther Finance Advisors
California
$374K -$19.1K -853 -5%
DP
146
Dearborn Partners
Illinois
$373K -$142K -6,360 -28%
GL
147
Graypoint LLC
New York
$372K -$29.7K -1,327 -7%
AWM
148
AllSquare Wealth Management
New York
$351K
MFG
149
MidWestOne Financial Group
Iowa
$347K +$347K +15,500 New
LFASL
150
Lugano Financial Advisors SA (LFA)
Switzerland
$346K