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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $1.08B invested in Invesco Variable Rate Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 21 closing their positions.

Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
101
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$151M 6,180,576 +214,208 +4%
Morgan Stanley
2
Morgan Stanley
New York
$120M 4,914,377 +1,154,775 +31%
Wells Fargo
3
Wells Fargo
California
$71.2M 2,915,017 -185,621 -6%
UBS Group
4
UBS Group
Switzerland
$62.1M 2,538,993 +150,853 +6%
SI
5
Stephens Inc
Arkansas
$49.8M 2,039,607 +313,531 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$45.2M 2,018,311 +1,520,688 +306%
Invesco
7
Invesco
Georgia
$31.7M 1,297,252 +2,966 +0.2%
ECM
8
Evergreen Capital Management
Washington
$26.6M 1,087,660 -13,618 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20M 819,117 +274,738 +50%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$18.8M 769,583 +411,785 +115%
MGIA
11
Matthew Goff Investment Advisor
Texas
$17.4M 712,177 +712,177 New
AP
12
Atwood & Palmer
Missouri
$17.3M 707,228 -3,360 -0.5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$16.9M 690,884 +1,238 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.1M 659,926 +129,722 +24%
1IA
15
1834 Investment Advisors
Wisconsin
$14.7M 599,408 -5,409 -0.9%
Ameriprise
16
Ameriprise
Minnesota
$14.1M 576,459 +94,840 +20%
LPL Financial
17
LPL Financial
California
$13.5M 551,419 +82,812 +18%
Goldman Sachs
18
Goldman Sachs
New York
$13.2M 539,796 -68,636 -11%
AWM
19
Altium Wealth Management
New York
$12.2M 497,766 +304,254 +157%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$9.53M 389,761 +37,974 +11%
CT
21
Coastline Trust
Rhode Island
$8.73M 357,336 -19,794 -5%
BFO
22
Boston Family Office
Massachusetts
$8.31M 340,003 +4,286 +1%
WT
23
Whittier Trust
California
$7.66M 313,665 +49,496 +19%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$7.63M 312,368 -110,017 -26%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$7.37M 313,696 +313,696 New