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Invesco Variable Rate Preferred ETF

218 hedge funds and large institutions have $866M invested in Invesco Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-24
Holders Change %
-9.92%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
8
Increased
68
Reduced
102
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
201
McIlrath & Eck
Washington
$17.7K
PA
202
Parallel Advisors
California
$17.1K +$17.1K +771 New
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$390K -17,615 -96%
GRP
204
Global Retirement Partners
California
$15.5K +$306 +14 +2%
Deutsche Bank
205
Deutsche Bank
Germany
$13.3K
AWM
206
Accel Wealth Management
Iowa
$11.5K
FP
207
Financial Perspectives
Minnesota
$11.2K
PB
208
Pinnacle Bancorp
Nebraska
$11.1K
CHC
209
City Holding Co
West Virginia
$6.51K -$14.8K -668 -69%
RFA
210
Register Financial Advisors
Georgia
$5.76K
TRCT
211
Tower Research Capital (TRC)
New York
$5K -$393 -18 -7%
CFGS
212
Concourse Financial Group Securities
Alabama
$3.32K
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$2.98K -$80 -3,624 -3%
GI
214
Gradient Investments
Minnesota
$2.77K
MIA
215
Milestone Investment Advisors
Wisconsin
$2.22K
CFD
216
Creative Financial Designs
Indiana
$1.35K
AWA
217
Artemis Wealth Advisors
New York
$663 -$107K -4,824 -99%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$22
Principal Financial Group
219
Principal Financial Group
Iowa
-$14.5M -646,236 Closed
WSTAM
220
Wilbanks Smith & Thomas Asset Management
Virginia
-$10.6M -474,041 Closed
ASFA
221
All Season Financial Advisors
Colorado
-$2.97M -132,769 Closed
M&T Bank
222
M&T Bank
New York
-$1.69M -75,646 Closed
WF
223
Wayfinding Financial
Washington
-$1.44M -56,740 Closed
TAM
224
Tocqueville Asset Management
New York
-$1.21M -53,865 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$1.12M -50,048 Closed