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Invesco Variable Rate Preferred ETF

179 hedge funds and large institutions have $784M invested in Invesco Variable Rate Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
+18
Holders Change %
+11.18%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
37
Increased
76
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.04M +$145K +5,604 +2%
NA
27
Nottingham Advisors
New York
$5.52M -$54.6K -2,111 -1%
FCA
28
FinTrust Capital Advisors
South Carolina
$4.88M +$834K +32,276 +21%
LPL Financial
29
LPL Financial
California
$4.44M -$436K -16,887 -9%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$4.36M +$4.36M +168,598 New
MFS
31
Madrona Financial Services
Washington
$4.34M +$80.4K +3,114 +2%
LA
32
LVW Advisors
New York
$4.28M -$132K -5,106 -3%
RJA
33
Raymond James & Associates
Florida
$4.23M -$139K -5,373 -3%
OPS
34
Orion Portfolio Solutions
Nebraska
$4.11M +$4.11M +159,043 New
CWM
35
Cabot Wealth Management
Massachusetts
$4.1M +$57.1K +2,210 +1%
CCA
36
Clearwater Capital Advisors
Illinois
$3.91M -$3.6M -139,448 -48%
CSA
37
Cottage Street Advisors
Massachusetts
$3.63M +$95.7K +3,704 +3%
OIA
38
OneDigital Investment Advisors
Kansas
$3.55M -$431K -16,696 -11%
ONST
39
Old North State Trust
North Carolina
$3.55M +$796K +30,829 +29%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.45M -$20.7K -802 -0.6%
PHS
41
Pekin Hardy Strauss
Illinois
$3.42M +$657K +25,432 +24%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.41M +$805K +31,178 +31%
WT
43
Whittier Trust
California
$3.17M +$259K +10,037 +9%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.12M +$617K +23,894 +25%
FSG
45
Financial Strategies Group
Michigan
$3.05M +$3.05M +117,988 New
PA
46
Pinnacle Associates
New York
$2.98M +$49K +1,896 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$2.94M +$41.7K +1,614 +1%
AI
48
Atria Investments
North Carolina
$2.9M +$2.9M +112,203 New
DWM
49
Dakota Wealth Management
Florida
$2.85M +$43.1K +1,668 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.79M +$182K +7,036 +7%