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Invesco Variable Rate Preferred ETF

240 hedge funds and large institutions have $956M invested in Invesco Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
89
Reduced
89
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
201
Carolinas Wealth Consulting
North Carolina
$104K +$3.59K +150 +4%
SIS
202
Sound Income Strategies
Florida
$95.4K -$335 -14 -0.4%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$88.1K +$57.1K +2,385 +185%
KFI
204
Key Financial Inc
Pennsylvania
$80.7K +$30.2K +1,259 +60%
HBW
205
Hazlett, Burt & Watson
West Virginia
$69K -$6.2K -262 -8%
BC
206
Barrett & Company
Rhode Island
$65.2K
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$63.2K
CP
208
Camelot Portfolios
Ohio
$54.1K +$54.1K +2,256 New
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$49.8K -$33.5K -1,400 -40%
CHA
210
Carmichael Hill & Associates
Maryland
$38.3K
HPC
211
HM Payson & Co
Maine
$33.3K
BWAM
212
Boyd Watterson Asset Management
Ohio
$27.1K +$3.95K +165 +17%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$24.6K +$312 +13 +1%
VWWMG
214
Vermillion & White Wealth Management Group
Pennsylvania
$23.9K
TSWM
215
Tyler-Stone Wealth Management
Ohio
$21.6K
CA
216
CoreCap Advisors
Michigan
$21.3K
CT
217
Colonial Trust
South Carolina
$21.1K
HI
218
Harbour Investments
Wisconsin
$20.1K -$14.7K -615 -42%
ME
219
McIlrath & Eck
Washington
$19.2K
MRCM
220
M&R Capital Management
New Jersey
$14.4K
IAIM
221
International Assets Investment Management
Florida
$12.2K +$12.2K +509 New
FP
222
Financial Perspectives
Minnesota
$12.1K
AF
223
Allworth Financial
California
$11.4K
SL
224
Salomon & Ludwin
Virginia
$10.2K
SMA
225
Sage Mountain Advisors
Georgia
$9.58K