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Invesco Variable Rate Preferred ETF

223 hedge funds and large institutions have $767M invested in Invesco Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
61
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
201
Private Trust Company
Ohio
$27.2K
NA
202
NewEdge Advisors
Louisiana
$24.5K
BBHC
203
Brown Brothers Harriman & Co
New York
$24.4K
GRP
204
Global Retirement Partners
California
$22.7K +$6.84K +310 +43%
NFSG
205
Newbridge Financial Services Group
Florida
$21.5K
BWAM
206
Boyd Watterson Asset Management
Ohio
$20.8K +$20.8K +928 New
TSWM
207
Tyler-Stone Wealth Management
Ohio
$20K
CT
208
Colonial Trust
South Carolina
$19.7K
ME
209
McIlrath & Eck
Washington
$17.9K
PA
210
Parallel Advisors
California
$17.2K
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$16.8K -$11.2K -500 -40%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +527 New
FP
213
Financial Perspectives
Minnesota
$11.3K
SL
214
Salomon & Ludwin
Virginia
$9.51K +$9.51K +425 New
US Bancorp
215
US Bancorp
Minnesota
$9.08K -$17.9K -799 -66%
IPW
216
Impact Partnership Wealth
Georgia
$7.16K +$7.16K +320 New
PCM
217
Penserra Capital Management
California
$7K +$7K +325 New
RFA
218
Register Financial Advisors
Georgia
$5.82K
TRCT
219
Tower Research Capital (TRC)
New York
$5.15K +$134 +6 +3%
CFGS
220
Concourse Financial Group Securities
Alabama
$3.36K
GI
221
Gradient Investments
Minnesota
$2.8K
DFA
222
DHJJ Financial Advisors
Illinois
$1.84K +$1.84K +82 New
AWA
223
Artemis Wealth Advisors
New York
$691 +$22 +1 +3%
BWM
224
Baystate Wealth Management
Massachusetts
$604 +$604 +27 New
Principal Financial Group
225
Principal Financial Group
Iowa
-$2.39M -107,588 Closed