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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
79
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
151
PFG Investments
New York
$400K +$400K +16,820 New
NA
152
Nottingham Advisors
New York
$394K -$13.8K -582 -3%
IAS
153
Insigneo Advisory Services
Florida
$390K +$975 +41 +0.3%
FCA
154
FinTrust Capital Advisors
South Carolina
$379K -$400K -16,807 -51%
AWM
155
AllSquare Wealth Management
New York
$373K
BAM
156
BTS Asset Management
Massachusetts
$365K +$23.9K +1,007 +7%
TPW
157
Transatlantique Private Wealth
New York
$353K
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$342K +$119K +5,000 +53%
MWM
159
Marion Wealth Management
Pennsylvania
$341K -$40.1K -1,689 -11%
BFWM
160
Bright Futures Wealth Management
New York
$328K +$328K +13,692 New
RCWM
161
Royal Capital Wealth Management
Indiana
$311K -$35.7K -1,500 -10%
DI
162
Disciplined Investments
Oklahoma
$306K +$306K +12,863 New
MA
163
Mutual Advisors
Nebraska
$304K +$304K +12,786 New
Creative Planning
164
Creative Planning
Kansas
$298K +$298K +12,552 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$298K -$286K -12,011 -49%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$288K -$33.4K -1,403 -10%
UCFA
167
United Capital Financial Advisors
Texas
$284K -$47.5K -2,000 -14%
GWM
168
Geneos Wealth Management
Colorado
$279K -$2.64K -111 -0.9%
PAMG
169
Patton Albertson Miller Group
Tennessee
$274K
EWM
170
Endowment Wealth Management
Wisconsin
$273K -$17.9K -755 -6%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$271K -$8.91K -375 -3%
MFG
172
Magnus Financial Group
New York
$269K -$35.3K -1,485 -12%
FIC
173
Family Investment Center
Missouri
$267K -$7.3K -307 -3%
TFS
174
Thoroughbred Financial Services
Tennessee
$263K +$263K +11,098 New
HNWAG
175
High Net Worth Advisory Group
Florida
$257K