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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $976M invested in Invesco Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
35
Increased
62
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$59.5K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$56K -$6.21K -277 -10%
WAM
203
Worth Asset Management
Texas
$52.8K
CHA
204
Carmichael Hill & Associates
Maryland
$47K
KFI
205
Key Financial Inc
Pennsylvania
$46.2K
PK
206
Pflug Koory
Nebraska
$44K +$588 +26 +1%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$33.8K -$33.8K -1,500 -50%
PTC
208
Private Trust Company
Ohio
$30K
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$28K +$28K +1,250 New
HI
210
Harbour Investments
Wisconsin
$27.4K -$39.1K -1,745 -59%
CA
211
CoreCap Advisors
Michigan
$25.2K +$25.2K +1,126 New
DI
212
Disciplined Investments
Oklahoma
$23.8K +$15.1K +675 +174%
CHC
213
City Holding Co
West Virginia
$21.5K
NFSG
214
Newbridge Financial Services Group
Florida
$21.5K
TSWM
215
Tyler-Stone Wealth Management
Ohio
$20K
CWA
216
Core Wealth Advisors
Florida
$19.7K
CT
217
Colonial Trust
South Carolina
$19.7K +$19.7K +879 New
ME
218
McIlrath & Eck
Washington
$17.9K +$17.9K +800 New
GRP
219
Global Retirement Partners
California
$15.6K +$134 +6 +0.9%
RBC
220
Romano Brothers & Co
Illinois
$13.8K +$13.8K +616 New
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$13.8K +$13.8K +615 New
Deutsche Bank
222
Deutsche Bank
Germany
$13.4K
MTIC
223
Missouri Trust & Investment Company
Missouri
$13K
ACM
224
Antonetti Capital Management
Florida
$12.7K
MCC
225
Money Concepts Capital
Florida
$12.2K +$12.2K +545 New