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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 %
TCOO
176
Trust Company of Oklahoma
Oklahoma
$242K
CCM
177
Chilton Capital Management
Texas
$242K -$2.73K -114 -1%
First Manhattan
178
First Manhattan
New York
$240K
ONST
179
Old North State Trust
North Carolina
$233K -$3.71K -155 -2%
KA
180
Kovack Advisors
Florida
$232K +$25K +1,045 +12%
PBF
181
Petix & Botte Financial
California
$231K +$231K +9,632 New
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$228K -$13.5K -563 -6%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$226K -$120K -5,000 -35%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$225K +$225K +9,405 New
FFA
185
Farther Finance Advisors
California
$223K -$880 -37 -0.4%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$219K +$219K +9,141 New
FIC
187
Family Investment Center
Missouri
$219K -$50.4K -2,102 -19%
TW
188
TrinityPoint Wealth
Connecticut
$216K -$3.98K -166 -2%
CB
189
Commerce Bank
Missouri
$213K
DWM
190
Diversify Wealth Management
Utah
$208K +$208K +8,818 New
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$207K -$997K -41,595 -83%
PCP
192
Proficio Capital Partners
Massachusetts
$206K
AP
193
Atwood & Palmer
Missouri
$205K -$9.58K -400 -4%
MWM
194
MGB Wealth Management
Texas
$196K +$3.91K +162 +2%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$190K
William Blair & Company
196
William Blair & Company
Illinois
$189K -$34.6K -1,446 -16%
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$156K +$84.4K +3,524 +117%
BBHC
198
Brown Brothers Harriman & Co
New York
$145K
OP
199
ORG Partners
Indiana
$140K +$140K +5,900 New
CAL
200
Capital Advisors Ltd
Ohio
$120K