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Invesco Variable Rate Preferred ETF

220 hedge funds and large institutions have $810M invested in Invesco Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
26
Increased
61
Reduced
99
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
201
Disciplined Investments
Oklahoma
$23.9K +$156 +7 +0.7%
NFSG
202
Newbridge Financial Services Group
Florida
$21.4K
TSWM
203
Tyler-Stone Wealth Management
Ohio
$20K +$20K +900 New
CT
204
Colonial Trust
South Carolina
$19.6K
ME
205
McIlrath & Eck
Washington
$17.8K
PA
206
Parallel Advisors
California
$17.2K
GRP
207
Global Retirement Partners
California
$16K +$178 +8 +1%
NRG
208
Nemes Rush Group
Michigan
$13.4K +$13.4K +600 New
FP
209
Financial Perspectives
Minnesota
$11.2K
RFA
210
Register Financial Advisors
Georgia
$5.79K
TRCT
211
Tower Research Capital (TRC)
New York
$4.98K -$111 -5 -2%
AF
212
Allworth Financial
California
$4.45K +$4.45K +200 New
FBC
213
Fairfield, Bush & Co
Connecticut
$4.45K +$4.45K +200 New
CAS
214
Coppell Advisory Solutions
Texas
$4.02K +$4.02K +181 New
CFGS
215
Concourse Financial Group Securities
Alabama
$3.34K
FA
216
Fiduciary Alliance
South Carolina
$2.98K +$2.98K +134 New
GI
217
Gradient Investments
Minnesota
$2.78K
AWA
218
Artemis Wealth Advisors
New York
$676
Comerica Bank
219
Comerica Bank
Texas
$234 +$234 +1,632 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$22
WCA
221
Westover Capital Advisors
Delaware
-$8.04M -362,836 Closed
TLP
222
Trinity Legacy Partners
Texas
-$4.01M -180,824 Closed
FIA
223
Foundations Investment Advisors
Arizona
-$1.94M -87,661 Closed
AAS
224
Ameritas Advisory Services
Nebraska
-$1.21M -54,076 Closed
ECM
225
Evergreen Capital Management
Washington
-$1.07M -48,523 Closed