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Invesco Variable Rate Preferred ETF

229 hedge funds and large institutions have $957M invested in Invesco Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
84
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
176
Chilton Capital Management
Texas
$271K -$102K -4,652 -27%
TPW
177
Transatlantique Private Wealth
New York
$266K +$266K +12,162 New
SAM
178
SignalPoint Asset Management
Missouri
$265K +$1.97K +90 +0.7%
CB
179
Commerce Bank
Missouri
$263K +$64.9K +2,964 +33%
AWM
180
AE Wealth Management
Kansas
$259K -$13.8K -629 -5%
KeyBank National Association
181
KeyBank National Association
Ohio
$252K
AWA
182
Artemis Wealth Advisors
New York
$230K +$569 +26 +0.2%
P
183
&Partners
Tennessee
$222K -$23.8K -1,086 -10%
First Manhattan
184
First Manhattan
New York
$219K
AWA
185
Arkadios Wealth Advisors
Georgia
$217K -$45.3K -2,066 -17%
T
186
TCWP
Ohio
$207K -$42.8K -1,955 -17%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$205K
IAG
188
Investment Advisory Group
Massachusetts
$202K +$1.01K +46 +0.5%
RIA
189
Regal Investment Advisors
Michigan
$202K +$202K +9,231 New
CWA
190
Clearview Wealth Advisors
Oregon
$180K -$34K -1,550 -16%
RG
191
Retirement Group
California
$178K -$50.1K -2,283 -22%
BAM
192
Belpointe Asset Management
Nevada
$176K -$18K -822 -9%
AF
193
Advisornet Financial
Minnesota
$121K +$1.92K +88 +2%
HI
194
Harbour Investments
Wisconsin
$66K
BFEC
195
Benjamin F. Edwards & Company
Missouri
$61K -$2.2K -100 -3%
BC
196
Barrett & Company
Rhode Island
$60.9K +$60.9K +2,722 New
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$58K
WAM
198
Worth Asset Management
Texas
$52K
CHA
199
Carmichael Hill & Associates
Maryland
$46K
KFI
200
Key Financial Inc
Pennsylvania
$46K