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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 %
TPW
151
Transatlantique Private Wealth
New York
$332K
Citadel Advisors
152
Citadel Advisors
Florida
$327K +$327K +14,636 New
Truist Financial
153
Truist Financial
North Carolina
$326K -$15.5K -691 -5%
IAS
154
Insigneo Advisory Services
Florida
$318K +$60.4K +2,700 +23%
UCFA
155
United Capital Financial Advisors
Texas
$318K +$358 +16 +0.1%
Franklin Resources
156
Franklin Resources
California
$311K -$71.6K -3,200 -19%
RFA
157
Resurgent Financial Advisors
Georgia
$311K -$24.7K -1,102 -7%
CG
158
Colony Group
Massachusetts
$309K -$4.26K -190 -1%
PIWA
159
Prevail Innovative Wealth Advisors
Kansas
$308K +$308K +13,773 New
FSA
160
Fort Sheridan Advisors
Illinois
$306K
EH
161
Equitable Holdings
New York
$303K -$645K -28,833 -68%
EWM
162
Endowment Wealth Management
Wisconsin
$300K -$23.2K -1,037 -7%
AP
163
Atwood & Palmer
Missouri
$294K -$4.53M -202,364 -94%
N
164
Natixis
France
$293K +$4.71K +211 +2%
MFG
165
Magnus Financial Group
New York
$286K -$5.62K -251 -2%
OIA
166
OneDigital Investment Advisors
Kansas
$278K -$123K -5,486 -31%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$277K
GWM
168
Geneos Wealth Management
Colorado
$276K -$72.9K -3,261 -21%
SAM
169
SignalPoint Asset Management
Missouri
$261K
PAMG
170
Patton Albertson Miller Group
Tennessee
$261K
William Blair & Company
171
William Blair & Company
Illinois
$258K +$19.2K +859 +8%
BAM
172
Belpointe Asset Management
Nevada
$254K +$46.8K +2,090 +23%
HBW
173
Hazlett, Burt & Watson
West Virginia
$250K -$69.3K -3,101 -22%
KFP
174
KMG Fiduciary Partners
Ohio
$243K -$53K -2,369 -18%
GIA
175
Gladstone Institutional Advisory
Florida
$242K -$277K -12,393 -53%