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Invesco Variable Rate Preferred ETF

49 hedge funds and large institutions have $138M invested in Invesco Variable Rate Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
24
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$607K 25,011 -455 -2%
HFS
27
HL Financial Services
Kentucky
$570K 23,470 +7,312 +45%
MFS
28
MSI Financial Services
Massachusetts
$444K 18,288 +2,431 +15%
VKH
29
Virtu KCG Holdings
New York
$409K 16,844 -44,129 -72%
BTS
30
BB&T Securities
Virginia
$402K 16,573 +16,573 New
CWM
31
Cabot Wealth Management
Massachusetts
$375K 15,445 -1,780 -10%
YMRC
32
Yorktown Management & Research Company
Virginia
$352K 14,500 +1,200 +9%
DCM
33
Delta Capital Management
New Jersey
$351K 14,455 +450 +3%
KWMG
34
King Wealth Management Group
Florida
$330K 13,600 +13,600 New
FIM
35
Freedom Investment Management
Connecticut
$289K 3,765 +3,765 New
PA
36
Pinnacle Associates
New York
$270K 11,125 +1,575 +16%
FHA
37
First Horizon Advisors
Tennessee
$255K 10,511 +10,511 New
OC
38
Oppenheimer & Co
New York
$206K 8,500
KA
39
Klingman & Associates
New York
$191K 7,900 +6,300 +394%
AIG
40
American International Group
New York
$171K 7,060 +1,481 +27%
CPIG
41
Chicago Partners Investment Group
Illinois
$122K 5,017 +13 +0.3%
CFA
42
Carroll Financial Associates
North Carolina
$76K 3,150 +3,150 New
WTB
43
Washington Trust Bank
Washington
$40K 1,650
SIG
44
Stanford Investment Group
California
$39K 1,612
CK
45
Carnick & Kubik
Colorado
$13.4K 550 +550 New
Citigroup
46
Citigroup
New York
$12K 500 +500 New
AA
47
Advisory Alpha
Michigan
$7K 304 +304 New
GWM
48
Gupta Wealth Management
California
$3K 143 +143 New
ECM
49
Evergreen Capital Management
Washington
-139,655 Closed
BCM
50
Brookstone Capital Management
Illinois
-186 Closed