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Invesco Variable Rate Preferred ETF

240 hedge funds and large institutions have $956M invested in Invesco Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
89
Reduced
89
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
I
126
INVST
Indiana
$660K -$217K -9,139 -25%
PP
127
Prudential plc
United Kingdom
$659K -$311K -13,000 -32%
OC
128
Oppenheimer & Co
New York
$654K -$46.6K -1,946 -7%
AAS
129
Avantax Advisory Services
Texas
$645K -$10.8K -450 -2%
KA
130
Klingman & Associates
New York
$643K +$25.2K +1,053 +4%
PP
131
Patten & Patten
Tennessee
$626K -$210K -8,775 -25%
EH
132
Equitable Holdings
New York
$614K +$95.8K +3,997 +18%
HWM
133
HB Wealth Management
Georgia
$602K +$2.64K +110 +0.4%
RFN
134
Redwood Financial Network
Ohio
$601K -$74.9K -3,124 -11%
BRWA
135
B. Riley Wealth Advisors
Florida
$580K +$11.5K +481 +2%
MWA
136
MFA Wealth Advisors
Pennsylvania
$539K +$11.7K +490 +2%
PCM
137
Palouse Capital Management
Washington
$529K +$24 +1 +0%
PHWM
138
Pine Harbor Wealth Management
Maryland
$529K
FSA
139
Fort Sheridan Advisors
Illinois
$520K +$95.8K +4,000 +23%
CFG
140
Cooper Financial Group
California
$514K -$1.46K -61 -0.3%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$501K +$48.5K +2,024 +11%
WP
142
WealthShield Partners
North Carolina
$500K -$9.34K -390 -2%
IAS
143
Insigneo Advisory Services
Florida
$485K +$97.4K +4,126 +25%
RBFC
144
Roman Butler Fullerton & Co
Missouri
$477K -$37.2K -1,550 -7%
VVP
145
Venture Visionary Partners
Ohio
$472K +$472K +19,707 New
RFWA
146
RPg Family Wealth Advisory
Massachusetts
$459K +$51.2K +2,137 +13%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$456K -$37.5K -1,565 -8%
PWMAG
148
Pinnacle Wealth Management Advisory Group
New Jersey
$441K -$8.39K -350 -2%
Truist Financial
149
Truist Financial
North Carolina
$426K +$10.1K +421 +2%
ACA
150
Anchor Capital Advisors
Massachusetts
$416K