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Invesco Variable Rate Preferred ETF

206 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+18
Holders Change %
+9.57%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
110
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$130M 4,928,099 +952,340 +24%
Morgan Stanley
2
Morgan Stanley
New York
$83.5M 3,174,246 +349,846 +12%
Wells Fargo
3
Wells Fargo
California
$58.5M 2,222,916 +309,718 +16%
UBS Group
4
UBS Group
Switzerland
$47.1M 1,790,782 +175,943 +11%
SI
5
Stephens Inc
Arkansas
$40.5M 1,539,106 +73,749 +5%
Invesco
6
Invesco
Georgia
$33.6M 1,278,329 -161,580 -11%
ECM
7
Evergreen Capital Management
Washington
$22.5M 855,898 +24,395 +3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$18M 683,435 +14,464 +2%
AP
9
Atwood & Palmer
Missouri
$17.7M 673,755 -20,463 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.6M 631,202 +584,686 +1,257%
FHA
11
First Horizon Advisors
Tennessee
$15.6M 594,065 +80,864 +16%
Goldman Sachs
12
Goldman Sachs
New York
$14.9M 565,692 -515,607 -48%
1IA
13
1834 Investment Advisors
Wisconsin
$13.7M 521,396 +66,055 +15%
MFM
14
MD Financial Management
Ontario, Canada
$13.2M 537,187 +26,028 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.6M 479,714 +30,410 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.5M 435,533 +70,963 +19%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.7M 408,145 +299,356 +275%
RJA
18
Raymond James & Associates
Florida
$9.52M 361,852 +160,751 +80%
LPL Financial
19
LPL Financial
California
$9.39M 356,832 +51,671 +17%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.15M 348,000 +217,000 +166%
BFO
21
Boston Family Office
Massachusetts
$8.73M 332,090 +4,253 +1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$8.6M 327,104 +29,335 +10%
CT
23
Coastline Trust
Rhode Island
$8.44M 320,800 +6,765 +2%
Ameriprise
24
Ameriprise
Minnesota
$7.29M 277,599 +105,406 +61%
LWA
25
LWS Wealth Advisors
New Jersey
$7.17M 272,710 +105,178 +63%