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Invesco Variable Rate Preferred ETF

233 hedge funds and large institutions have $977M invested in Invesco Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
21
Increased
82
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$125M 5,620,087 -560,489 -9%
Morgan Stanley
2
Morgan Stanley
New York
$86.8M 3,912,999 -1,001,378 -20%
Wells Fargo
3
Wells Fargo
California
$67.8M 3,057,496 +142,479 +5%
UBS Group
4
UBS Group
Switzerland
$56.2M 2,534,620 -4,373 -0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$46.5M 2,093,263 +74,952 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$43.4M 1,953,835 +1,564,074 +401%
SI
7
Stephens Inc
Arkansas
$39.2M 1,764,541 -275,066 -13%
ECM
8
Evergreen Capital Management
Washington
$22.7M 1,025,113 -62,547 -6%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$18.6M 838,281 +68,698 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$18.2M 822,315 +3,198 +0.4%
Jane Street
11
Jane Street
New York
$16.1M 723,334 +653,447 +935%
MGIA
12
Matthew Goff Investment Advisor
Texas
$15.8M 711,394 -783 -0.1%
FHA
13
First Horizon Advisors
Tennessee
$15.2M 684,721 +684,721 New
AWM
14
Altium Wealth Management
New York
$14.8M 668,995 +171,229 +34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14.4M 649,681 -10,245 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$14.4M 648,698 -42,186 -6%
AP
17
Atwood & Palmer
Missouri
$14.1M 635,551 -71,677 -10%
ACM
18
Advisors Capital Management
New Jersey
$13.3M 597,258 +305,409 +105%
1IA
19
1834 Investment Advisors
Wisconsin
$13.2M 592,691 -6,717 -1%
LPL Financial
20
LPL Financial
California
$12.3M 555,470 +4,051 +0.7%
Ameriprise
21
Ameriprise
Minnesota
$11.3M 514,094 -62,365 -11%
Goldman Sachs
22
Goldman Sachs
New York
$10.2M 457,444 -82,352 -15%
WSTAM
23
Wilbanks Smith & Thomas Asset Management
Virginia
$7.84M 353,194 +39,498 +13%
BFO
24
Boston Family Office
Massachusetts
$7.64M 344,160 +4,157 +1%
WCA
25
Westover Capital Advisors
Delaware
$7.44M 335,142 +254,631 +316%