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Invesco Variable Rate Investment Grade ETF

36 hedge funds and large institutions have $153M invested in Invesco Variable Rate Investment Grade ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$46.5M 1,850,383 +52,336 +3%
Bank of America
2
Bank of America
North Carolina
$31.8M 1,267,912 +560,877 +79%
Morgan Stanley
3
Morgan Stanley
New York
$19.6M 780,911 +438,186 +128%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.21M 327,055 +139,178 +74%
BC
5
Barnett & Company
Tennessee
$6.73M 267,849 +33,950 +15%
RJA
6
Raymond James & Associates
Florida
$6.22M 247,858 -264,999 -52%
HIC
7
Holderness Investments Company
North Carolina
$5.83M 231,966 +34,915 +18%
TIM
8
Tortoise Investment Management
New York
$5.74M 228,594 +158,135 +224%
Invesco
9
Invesco
Georgia
$5.47M 217,961
Stifel Financial
10
Stifel Financial
Missouri
$3.69M 146,968 +2,638 +2%
RA
11
RFG Advisory
Alabama
$3.15M 125,408 +125,408 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.77M 70,456 +27,350 +63%
VIM
13
Vista Investment Management
Pennsylvania
$1.36M 54,180 +32,455 +149%
WT
14
Whittier Trust
California
$965K 38,444 +38,444 New
RMAM
15
Raab & Moskowitz Asset Management
New Jersey
$866K 34,527 +16,580 +92%
LPL Financial
16
LPL Financial
California
$810K 32,275 +32,275 New
GC
17
Grimes & Company
Massachusetts
$677K 26,956
GCA
18
Greenwood Capital Associates
South Carolina
$561K 22,345 -170 -0.8%
GT
19
Glenview Trust
Kentucky
$500K 19,900
AW
20
ACG Wealth
Georgia
$411K 16,348 +98 +0.6%
BTS
21
BB&T Securities
Virginia
$409K 16,320 +16,320 New
SRSA
22
S.R. Schill & Associates
Washington
$405K 16,111 +16,111 New
FFA
23
First Foundation Advisors
California
$364K 14,507 +4,996 +53%
ASN
24
Advisory Services Network
Georgia
$296K 11,800 +11,800 New
OIA
25
OneDigital Investment Advisors
Kansas
$266K 10,575 +3,000 +40%