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Invesco Variable Rate Preferred ETF

230 hedge funds and large institutions have $1.04B invested in Invesco Variable Rate Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
98
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$155M 5,966,368 +313,152 +6%
Morgan Stanley
2
Morgan Stanley
New York
$97.4M 3,759,602 +8,239 +0.2%
Wells Fargo
3
Wells Fargo
California
$80.4M 3,100,638 +669,592 +28%
UBS Group
4
UBS Group
Switzerland
$61.9M 2,388,140 +214,602 +10%
SI
5
Stephens Inc
Arkansas
$44.7M 1,726,076 +24,645 +1%
Invesco
6
Invesco
Georgia
$33.5M 1,294,286 +10,229 +0.8%
ECM
7
Evergreen Capital Management
Washington
$28.5M 1,101,278 +211,506 +24%
Jane Street
8
Jane Street
New York
$20.4M 788,390 +573,377 +267%
AP
9
Atwood & Palmer
Missouri
$18.4M 710,588 +12,708 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$17.9M 689,646 -10,055 -1%
FHA
11
First Horizon Advisors
Tennessee
$16.2M 626,119 +8,726 +1%
Goldman Sachs
12
Goldman Sachs
New York
$15.8M 608,432 -23,414 -4%
1IA
13
1834 Investment Advisors
Wisconsin
$15.7M 604,817 +11,476 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.1M 544,379 -155,176 -22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.7M 530,204 -31,079 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.9M 497,623 +4,195 +0.9%
Ameriprise
17
Ameriprise
Minnesota
$12.5M 481,619 +234,754 +95%
LPL Financial
18
LPL Financial
California
$12.1M 468,607 +77,028 +20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$11.9M 457,910 -79,040 -15%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$10.9M 422,385 -191,017 -31%
CT
21
Coastline Trust
Rhode Island
$9.78M 377,130 +24,075 +7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$9.27M 357,798 +13,195 +4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$9.12M 351,787 +4,572 +1%
BFO
24
Boston Family Office
Massachusetts
$8.7M 335,717 -2,685 -0.8%
RJA
25
Raymond James & Associates
Florida
$8.34M 321,719 -187,621 -37%