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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $1.27B invested in Invesco Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
102
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
151
Equitable Holdings
New York
$394K +$1.74K +72 +0.4%
AWM
152
AllSquare Wealth Management
New York
$380K
UIM
153
Unified Investment Management
Georgia
$373K +$373K +15,412 New
VWM
154
Valley Wealth Managers
New Jersey
$369K -$5.47K -226 -1%
NA
155
NewEdge Advisors
Louisiana
$342K +$342K +14,155 New
MWM
156
Marion Wealth Management
Pennsylvania
$336K +$5.54K +229 +2%
TPW
157
Transatlantique Private Wealth
New York
$335K -$23.9K -987 -7%
RFN
158
Redwood Financial Network
Ohio
$325K -$165K -6,809 -34%
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$313K -$58.4K -2,414 -16%
DI
160
Disciplined Investments
Oklahoma
$307K +$2.64K +109 +0.9%
RW
161
RVW Wealth
California
$292K -$9.17K -379 -3%
UCFA
162
United Capital Financial Advisors
Texas
$289K
TFS
163
Thoroughbred Financial Services
Tennessee
$278K
PAMG
164
Patton Albertson Miller Group
Tennessee
$277K
EWA
165
Etesian Wealth Advisors
Oregon
$275K -$13.4K -552 -5%
KA
166
Kovack Advisors
Florida
$272K +$21.4K +885 +9%
FB
167
Finward Bancorp
Indiana
$270K +$270K +11,175 New
EWM
168
Endowment Wealth Management
Wisconsin
$269K +$19.1K +788 +8%
HNWAG
169
High Net Worth Advisory Group
Florida
$261K
GWM
170
Geneos Wealth Management
Colorado
$258K +$6.24K +258 +2%
EA
171
Everpar Advisors
Oklahoma
$255K
Neuberger Berman Group
172
Neuberger Berman Group
New York
$250K -$1.57K -65 -0.6%
Deutsche Bank
173
Deutsche Bank
Germany
$248K +$248K +10,248 New
TCOO
174
Trust Company of Oklahoma
Oklahoma
$244K
CCM
175
Chilton Capital Management
Texas
$244K