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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $1.08B invested in Invesco Variable Rate Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
101
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
176
SignalPoint Asset Management
Missouri
$294K +$36.5K +1,496 +14%
AIC
177
Archer Investment Corporation
Indiana
$293K
BCI
178
Brinker Capital Investments
Pennsylvania
$293K
BAM
179
Belpointe Asset Management
Nevada
$283K -$26.1K -1,070 -8%
KeyBank National Association
180
KeyBank National Association
Ohio
$281K +$72K +2,945 +34%
EWM
181
Endowment Wealth Management
Wisconsin
$276K +$21.6K +886 +9%
P
182
&Partners
Tennessee
$274K -$8.27K -338 -3%
AWA
183
Artemis Wealth Advisors
New York
$256K +$34.4K +1,406 +15%
GL
184
Graypoint LLC
New York
$254K +$26.5K +1,083 +12%
CFIA
185
Cantor Fitzgerald Investment Advisors
New York
$243K -$4.82K -197 -2%
SG
186
StoneX Group
New York
$234K -$56.8K -2,322 -20%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$229K
IAG
188
Investment Advisory Group
Massachusetts
$224K +$122 +5 +0.1%
RIA
189
Regal Investment Advisors
Michigan
$220K +$220K +8,985 New
VAS
190
Vestmark Advisory Solutions
Massachusetts
$215K -$131K -5,374 -38%
PBF
191
Petix & Botte Financial
California
$214K +$214K +8,751 New
CB
192
Commerce Bank
Missouri
$212K +$212K +8,682 New
Comerica Bank
193
Comerica Bank
Texas
$211K +$211K +8,754 New
APA
194
Astoria Portfolio Advisors
New York
$207K +$207K +8,483 New
AIP
195
Ahrens Investment Partners
Louisiana
$186K
AF
196
Advisornet Financial
Minnesota
$169K -$603K -24,701 -78%
DI
197
Disciplined Investments
Oklahoma
$169K +$169K +6,903 New
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$158K +$8.75K +358 +6%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$84K
US Bancorp
200
US Bancorp
Minnesota
$73K -$321K -13,117 -81%