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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 %
PK
201
Pflug Koory
Nebraska
$42K +$766 +35 +2%
PTC
202
Private Trust Company
Ohio
$29K -$587 -27 -2%
CA
203
Clearstead Advisors
Ohio
$22K +$22K +989 New
NFSG
204
Newbridge Financial Services Group
Florida
$21K
CHC
205
City Holding Co
West Virginia
$21K +$14.6K +668 +227%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$20K
CWA
207
Core Wealth Advisors
Florida
$19K +$2.83K +131 +17%
ACK
208
Andrew C. Karlinski
$18K
HIA
209
Harbor Investment Advisory
Maryland
$15K
GRP
210
Global Retirement Partners
California
$15K +$4.6K +212 +44%
Deutsche Bank
211
Deutsche Bank
Germany
$13K -$20.7K -955 -61%
MTIC
212
Missouri Trust & Investment Company
Missouri
$13K +$13K +600 New
ACM
213
Antonetti Capital Management
Florida
$12K -$4.23K -200 -26%
AWM
214
Accel Wealth Management
Iowa
$12K
FP
215
Financial Perspectives
Minnesota
$11.1K
PB
216
Pinnacle Bancorp
Nebraska
$11K
DI
217
Disciplined Investments
Oklahoma
$8K +$103 +5 +1%
HFM
218
Hartford Financial Management
Connecticut
$6K -$4.9K -227 -45%
TRCT
219
Tower Research Capital (TRC)
New York
$6K +$1.07K +49 +22%
RIA
220
Realta Investment Advisors
Delaware
$4K +$4K +165 New
GI
221
Gradient Investments
Minnesota
$3K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3K +$50 +2 +2%
AA
223
AlphaMark Advisors
Kentucky
$2K
PA
224
Parallel Advisors
California
$2K
CFD
225
Creative Financial Designs
Indiana
$1K