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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
N
151
Natixis
France
$488K +$488K +21,813 New
HBW
152
Hazlett, Burt & Watson
West Virginia
$484K -$336K -15,115 -41%
MFG
153
Magnus Financial Group
New York
$474K -$760K -33,924 -62%
MWA
154
MFA Wealth Advisors
Pennsylvania
$461K +$461K +20,579 New
BAM
155
BTS Asset Management
Massachusetts
$458K -$410K -16,148 -47%
NYLIM
156
New York Life Investment Management
New York
$445K -$10.8K -481 -2%
AWS
157
Atria Wealth Solutions
New York
$442K +$313 +14 +0.1%
Truist Financial
158
Truist Financial
North Carolina
$435K -$99K -4,423 -19%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$425K -$51.5K -2,300 -11%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$411K +$6.9K +308 +2%
GWM
161
Geneos Wealth Management
Colorado
$411K -$36.8K -1,643 -8%
RFA
162
Resurgent Financial Advisors
Georgia
$397K -$114K -5,081 -22%
GL
163
Graypoint LLC
New York
$395K -$4.28K -191 -1%
ACA
164
Anchor Capital Advisors
Massachusetts
$389K
KA
165
Kovack Advisors
Florida
$363K -$19K -850 -5%
UCFA
166
United Capital Financial Advisors
Texas
$357K +$15.9K +712 +5%
LFASL
167
Lugano Financial Advisors SA (LFA)
Switzerland
$347K -$1.19K -53 -0.3%
AC
168
AWM Capital
Arizona
$336K +$336K +15,000 New
EWM
169
Endowment Wealth Management
Wisconsin
$308K -$5.73K -256 -2%
AWM
170
AllSquare Wealth Management
New York
$307K
MOS
171
MGO One Seven
Ohio
$294K -$9.74K -435 -3%
BCI
172
Brinker Capital Investments
Pennsylvania
$294K -$10.2K -456 -3%
RA
173
RFG Advisory
Alabama
$283K -$86.1K -3,633 -23%
CAL
174
Capital Advisors Ltd
Ohio
$282K -$37.5K -1,678 -12%
FFA
175
Farther Finance Advisors
California
$275K +$275K +12,301 New