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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 %
PI
151
PFG Investments
New York
$405K +$2.49K +104 +0.6%
RW
152
RVW Wealth
California
$398K -$284K -11,866 -42%
VWM
153
Valley Wealth Managers
New Jersey
$389K -$28.3K -1,183 -7%
FCA
154
FinTrust Capital Advisors
South Carolina
$382K
AWM
155
AllSquare Wealth Management
New York
$376K
NA
156
Nottingham Advisors
New York
$366K -$31.8K -1,326 -8%
TPW
157
Transatlantique Private Wealth
New York
$356K
BAM
158
BTS Asset Management
Massachusetts
$332K -$35.5K -1,480 -10%
MWM
159
Marion Wealth Management
Pennsylvania
$331K -$12.6K -527 -4%
BFWM
160
Bright Futures Wealth Management
New York
$325K
MA
161
Mutual Advisors
Nebraska
$319K +$12.2K +508 +4%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$309K +$19.4K +810 +7%
UCFA
163
United Capital Financial Advisors
Texas
$286K
PAMG
164
Patton Albertson Miller Group
Tennessee
$276K
TFS
165
Thoroughbred Financial Services
Tennessee
$276K +$10.4K +435 +4%
AI
166
Atria Investments
North Carolina
$271K -$2.7M -112,883 -91%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$268K -$4.79K -200 -2%
EWM
168
Endowment Wealth Management
Wisconsin
$266K -$9.66K -403 -4%
HNWAG
169
High Net Worth Advisory Group
Florida
$259K
GWM
170
Geneos Wealth Management
Colorado
$257K -$25K -1,044 -9%
SAM
171
SignalPoint Asset Management
Missouri
$255K
EFG
172
Ehrlich Financial Group
California
$254K +$254K +10,614 New
EA
173
Everpar Advisors
Oklahoma
$253K
RCWM
174
Royal Capital Wealth Management
Indiana
$252K -$62.3K -2,600 -20%
DI
175
Disciplined Investments
Oklahoma
$247K -$61.4K -2,563 -20%