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Invesco Variable Rate Preferred ETF

165 hedge funds and large institutions have $629M invested in Invesco Variable Rate Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
21
Increased
56
Reduced
64
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.87M +$2.04M +95,067 +72%
NA
27
Nottingham Advisors
New York
$4.77M +$132K +6,096 +3%
LA
28
LVW Advisors
New York
$4.47M +$914K +42,607 +26%
Citadel Advisors
29
Citadel Advisors
Florida
$4.03M -$4.14M -192,944 -51%
FCA
30
FinTrust Capital Advisors
South Carolina
$3.9M -$155K -7,226 -4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.81M -$2.68M -124,755 -41%
MFS
32
Madrona Financial Services
Washington
$3.67M +$65.1K +3,033 +2%
CWM
33
Cabot Wealth Management
Massachusetts
$3.52M +$112K +5,234 +3%
RJA
34
Raymond James & Associates
Florida
$3.42M -$94.1K -4,383 -3%
OPS
35
Orion Portfolio Solutions
Nebraska
$3.31M -$107K -4,980 -3%
WT
36
Whittier Trust
California
$3.26M +$622K +28,993 +24%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.1M +$235K +10,940 +8%
LPL Financial
38
LPL Financial
California
$3.1M -$593K -27,648 -16%
OIA
39
OneDigital Investment Advisors
Kansas
$3.09M -$78.6K -3,406 -2%
PHS
40
Pekin Hardy Strauss
Illinois
$2.97M +$127K +5,915 +4%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.68M +$88K +4,104 +3%
ONST
42
Old North State Trust
North Carolina
$2.61M -$333K -15,510 -11%
RCA
43
Ranch Capital Advisors
Florida
$2.6M +$1.18M +55,171 +84%
DWM
44
Dakota Wealth Management
Florida
$2.46M +$95.1K +4,432 +4%
CCA
45
Clearwater Capital Advisors
Illinois
$2.45M -$797K -37,152 -25%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.42M +$100K +4,681 +4%
AI
47
Atria Investments
North Carolina
$2.38M -$33.1K -1,540 -1%
EWA
48
Evolution Wealth Advisors
Florida
$2.33M +$51.8K +2,415 +2%
PA
49
Pinnacle Associates
New York
$2.22M -$258K -12,015 -10%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.21M +$45.5K +2,119 +2%