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Invesco Variable Rate Investment Grade ETF

67 hedge funds and large institutions have $249M invested in Invesco Variable Rate Investment Grade ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
9
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$60.6M 2,429,402 +120,702 +5%
Morgan Stanley
2
Morgan Stanley
New York
$32.3M 1,295,110 +23,508 +2%
TIM
3
Tortoise Investment Management
New York
$24.9M 996,119 +171,819 +21%
Invesco
4
Invesco
Georgia
$18.9M 756,800 +26,586 +4%
LWS
5
Lucia Wealth Services
California
$8.04M 322,065 +19,568 +6%
TYCC
6
Texas Yale Capital Corp
Florida
$7.73M 309,673 +1,234 +0.4%
HC
7
HNP Capital
New York
$7.36M 294,215 +97,597 +50%
VRM
8
Vectors Research Management
New York
$7.29M 292,128 +95,542 +49%
BC
9
Barnett & Company
Tennessee
$6.84M 274,041 -15,789 -5%
HIC
10
Holderness Investments Company
North Carolina
$6.19M 247,789 -3,725 -1%
KFP
11
KMG Fiduciary Partners
Ohio
$5.4M 216,458 +158,510 +274%
Stifel Financial
12
Stifel Financial
Missouri
$4.58M 183,243 -1,479 -0.8%
PI
13
PFS Investments
Georgia
$4.07M 162,999 +40,219 +33%
VIM
14
Vista Investment Management
Pennsylvania
$3.98M 159,556 +22,869 +17%
AWA
15
ARS Wealth Advisors
Florida
$3.85M 154,093 -12,687 -8%
WP
16
WealthPLAN Partners
Nebraska
$3.6M 143,622 +9,976 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.01M 120,381 -18,800 -14%
MMM
18
Mendel Money Management
Illinois
$2.63M 105,306 +24,782 +31%
CSA
19
Cottage Street Advisors
Massachusetts
$2.62M 104,928 -402 -0.4%
KA
20
Kovack Advisors
Florida
$2.59M 103,590 -321 -0.3%
BMA
21
Brooks Moore & Associates
Tennessee
$2.54M 101,800 -1,700 -2%
RMAM
22
Raab & Moskowitz Asset Management
New Jersey
$2.32M 92,947 -1,061 -1%
FFA
23
First Foundation Advisors
California
$2.17M 86,811 +27,455 +46%
CAL
24
Capital Analysts LLC
Pennsylvania
$2.15M 86,218 +5,832 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.11M 84,329 +15,056 +22%