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Invesco Variable Rate Preferred ETF

237 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
32
Increased
79
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 4,843,014 -3,792,276 -44%
Bank of America
2
Bank of America
North Carolina
$91.5M 3,848,554 -60,557 -2%
UBS Group
3
UBS Group
Switzerland
$70.3M 2,958,032 +346,214 +13%
AA
4
Advisory Alpha
Michigan
$46.4M 1,952,413 +100,897 +5%
Wells Fargo
5
Wells Fargo
California
$38.9M 1,637,004 -93,903 -5%
SI
6
Stephens Inc
Arkansas
$33.3M 1,400,978 -24,553 -2%
LPL Financial
7
LPL Financial
California
$25.1M 1,056,370 +323,223 +44%
ACM
8
Advisors Capital Management
New Jersey
$21.7M 913,577 +49,587 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.3M 894,419 +369,856 +71%
Osaic Holdings
10
Osaic Holdings
Arizona
$21M 881,877 -5,127 -0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M 816,463 +179,886 +28%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$18.8M 789,969 +234,045 +42%
HighTower Advisors
13
HighTower Advisors
Illinois
$17.5M 736,233 +9,910 +1%
MGIA
14
Matthew Goff Investment Advisor
Texas
$16M 673,280 -1,318 -0.2%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$10.9M 456,791 +240,901 +112%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.7M 449,304 +277,685 +162%
EWA
17
Evolution Wealth Advisors
Florida
$10.4M 436,032 +1,137 +0.3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$10.1M 423,705 +41,244 +11%
Renaissance Technologies
19
Renaissance Technologies
New York
$9.88M 415,633 -40,769 -9%
Ameriprise
20
Ameriprise
Minnesota
$9.56M 402,346 -103,410 -20%
Stifel Financial
21
Stifel Financial
Missouri
$8.22M 345,729 +40,949 +13%
BFO
22
Boston Family Office
Massachusetts
$7.67M 322,474 -17,510 -5%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$7.66M 322,374 +72,898 +29%
WCM
24
Windsor Capital Management
Arizona
$7.65M 322,029 +29,683 +10%
SAM
25
Synergy Asset Management
Washington
$7.55M 317,802 +317,802 New