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Invesco Variable Rate Preferred ETF

233 hedge funds and large institutions have $977M invested in Invesco Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
21
Increased
82
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
151
LexAurum Advisors
Kansas
$394K +$111K +5,009 +39%
ACA
152
Anchor Capital Advisors
Massachusetts
$386K
ASN
153
Advisory Services Network
Georgia
$384K +$78.3K +3,529 +26%
SW
154
SlateStone Wealth
Florida
$381K -$43.5K -1,958 -10%
SCI
155
Stableford Capital II
Arizona
$381K
LOPW
156
Live Oak Private Wealth
North Carolina
$381K +$533 +24 +0.1%
KA
157
Kovack Advisors
Florida
$379K
CCM
158
Chilton Capital Management
Texas
$378K +$30.1K +1,357 +9%
RA
159
RFG Advisory
Alabama
$362K +$56.7K +2,411 +19%
CAL
160
Capital Advisors Ltd
Ohio
$333K -$132K -5,934 -28%
AWM
161
AllSquare Wealth Management
New York
$304K
TAM
162
Tocqueville Asset Management
New York
$303K -$443 -20 -0.1%
MOS
163
MGO One Seven
Ohio
$298K -$76.1K -3,426 -20%
William Blair & Company
164
William Blair & Company
Illinois
$298K +$9.65K +435 +3%
PAMG
165
Patton Albertson Miller Group
Tennessee
$281K -$83.7K -3,770 -23%
AWM
166
AE Wealth Management
Kansas
$277K -$63.1K -2,838 -19%
OC
167
Oppenheimer & Co
New York
$273K +$273K +12,307 New
SAM
168
SignalPoint Asset Management
Missouri
$267K
AWA
169
Arkadios Wealth Advisors
Georgia
$265K -$130K -5,853 -33%
EWM
170
Endowment Wealth Management
Wisconsin
$265K +$14.1K +637 +6%
NA
171
NewEdge Advisors
Louisiana
$260K -$439K -19,803 -63%
UCFA
172
United Capital Financial Advisors
Texas
$256K +$256K +11,533 New
KeyBank National Association
173
KeyBank National Association
Ohio
$255K
T
174
TCWP
Ohio
$253K -$28.7K -1,297 -10%
P
175
&Partners
Tennessee
$249K +$311 +14 +0.1%