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Invesco Variable Rate Investment Grade ETF

43 hedge funds and large institutions have $241M invested in Invesco Variable Rate Investment Grade ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
11
Increased
16
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$60.2M 2,398,284 +732,071 +44%
BCI
2
Brinker Capital Investments
Pennsylvania
$47.8M 1,906,100 -5,075 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M 1,183,683 +212,177 +22%
AWA
4
ARS Wealth Advisors
Florida
$14.8M 591,057 +591,057 New
Invesco
5
Invesco
Georgia
$11.5M 457,690 -210,689 -32%
BC
6
Barnett & Company
Tennessee
$9.48M 377,804 +23,715 +7%
RJA
7
Raymond James & Associates
Florida
$7.49M 298,460 -80,708 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.61M 263,307 -66,237 -20%
HIC
9
Holderness Investments Company
North Carolina
$6.55M 261,190 +23,629 +10%
TIM
10
Tortoise Investment Management
New York
$6.21M 247,486 +8,590 +4%
TYCC
11
Texas Yale Capital Corp
Florida
$5.1M 203,079 +203,079 New
RA
12
RFG Advisory
Alabama
$4.17M 166,258 +3,762 +2%
Stifel Financial
13
Stifel Financial
Missouri
$3.77M 149,942 +5,064 +3%
VRM
14
Vectors Research Management
New York
$3.21M 128,090 +128,090 New
WP
15
WealthPLAN Partners
Nebraska
$2.86M 114,896 +114,896 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.83M 112,696 -21,398 -16%
RMAM
17
Raab & Moskowitz Asset Management
New Jersey
$2.15M 85,621 +28,074 +49%
VIM
18
Vista Investment Management
Pennsylvania
$2.06M 82,144 +4,107 +5%
KA
19
Kovack Advisors
Florida
$2.04M 81,483 -4,830 -6%
PI
20
PFS Investments
Georgia
$1.92M 76,401 +76,401 New
CCA
21
Clearwater Capital Advisors
Illinois
$1.55M 61,629 +61,629 New
LPL Financial
22
LPL Financial
California
$1.38M 55,115 +8,350 +18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.05M 41,663 +41,663 New
ASN
24
Advisory Services Network
Georgia
$958K 38,183 +1,900 +5%
FFA
25
First Foundation Advisors
California
$861K 34,336 +19,476 +131%