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Invesco Variable Rate Preferred ETF

242 hedge funds and large institutions have $1.27B invested in Invesco Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 20 closing their positions.

Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
102
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$221M 9,141
Morgan Stanley
2
Morgan Stanley
New York
$181M 7,487,404 +677,133 +10%
Bank of America
3
Bank of America
North Carolina
$102M 4,199,502 +256,999 +7%
UBS Group
4
UBS Group
Switzerland
$61.4M 2,537,335 +250,497 +11%
Wells Fargo
5
Wells Fargo
California
$59.8M 2,471,466 +134,133 +6%
AA
6
Advisory Alpha
Michigan
$52.3M 2,161,914 -2,430 -0.1%
LPL Financial
7
LPL Financial
California
$50.8M 2,098,397 +677,991 +48%
SI
8
Stephens Inc
Arkansas
$34.6M 1,431,932 +17,757 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$28M 1,156,558 -62,453 -5%
ACM
10
Advisors Capital Management
New Jersey
$24.8M 1,023,617 +27,632 +3%
HighTower Advisors
11
HighTower Advisors
Illinois
$23.1M 953,200 +98,336 +12%
SAMC
12
Spectrum Asset Management (Connecticut)
Connecticut
$20.9M 863,487 +801,539 +1,294%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.6M 810,653 +139,566 +21%
MGIA
14
Matthew Goff Investment Advisor
Texas
$15.8M 651,119 -2,351 -0.4%
OPAM
15
Ocean Park Asset Management
California
$14.8M 610,200 +214,300 +54%
BEI
16
Benjamin Edwards Inc
Missouri
$13.6M 564,043 +27,337 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.2M 463,390 +64,531 +16%
EWA
18
Evolution Wealth Advisors
Florida
$11.1M 460,612 +8,318 +2%
Ameriprise
19
Ameriprise
Minnesota
$10.5M 433,887 +30,831 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.5M 432,834 +57,314 +15%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$9.6M 396,951 -45,727 -10%
Raymond James Financial
22
Raymond James Financial
Florida
$9.37M 387,362 +387,362 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$9.24M 381,964 +2,028 +0.5%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.81M 363,986 +17,506 +5%
MCM
25
MAI Capital Management
Ohio
$8.5M 351,277 +351,277 New