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Invesco Variable Rate Investment Grade ETF

54 hedge funds and large institutions have $271M invested in Invesco Variable Rate Investment Grade ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
5
Increased
28
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63.1M 2,536,690 +88,832 +4%
Morgan Stanley
2
Morgan Stanley
New York
$33.2M 1,334,705 +314,186 +31%
BCI
3
Brinker Capital Investments
Pennsylvania
$30.1M 1,209,642 -53 -0%
AWA
4
ARS Wealth Advisors
Florida
$25.3M 1,016,037 +140,560 +16%
Invesco
5
Invesco
Georgia
$16.6M 667,954 +175,884 +36%
TYCC
6
Texas Yale Capital Corp
Florida
$14.2M 570,380 +300,055 +111%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.4M 416,113 +79,592 +24%
BC
8
Barnett & Company
Tennessee
$7.94M 319,029 -58,825 -16%
TIM
9
Tortoise Investment Management
New York
$5.77M 231,752 -3,387 -1%
HIC
10
Holderness Investments Company
North Carolina
$5.31M 213,232 +3,664 +2%
RA
11
RFG Advisory
Alabama
$5M 201,994 +63,853 +46%
Stifel Financial
12
Stifel Financial
Missouri
$4.16M 166,911 +33,096 +25%
CCA
13
Clearwater Capital Advisors
Illinois
$3.36M 135,186 -57,229 -30%
HC
14
HNP Capital
New York
$3.22M 129,206 +27,356 +27%
VRM
15
Vectors Research Management
New York
$3.21M 129,179 +30,996 +32%
WP
16
WealthPLAN Partners
Nebraska
$3.16M 126,783 +8,237 +7%
SBWM
17
Sunflower Bank Wealth Management
Arizona
$3.13M 125,815 +4,570 +4%
LWS
18
Lucia Wealth Services
California
$3.04M 122,365 +21,555 +21%
GCA
19
Greenwood Capital Associates
South Carolina
$2.85M 114,655 -92,575 -45%
PI
20
PFS Investments
Georgia
$2.46M 98,708 +15,430 +19%
RMAM
21
Raab & Moskowitz Asset Management
New Jersey
$2.31M 93,008 -8,959 -9%
BMA
22
Brooks Moore & Associates
Tennessee
$2.28M 91,800 +23,100 +34%
CSA
23
Cottage Street Advisors
Massachusetts
$2.22M 89,293 +193 +0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.22M 89,129 -6,283 -7%
KA
25
Kovack Advisors
Florida
$2.12M 85,134 +3,131 +4%