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Invesco Variable Rate Preferred ETF

163 hedge funds and large institutions have $691M invested in Invesco Variable Rate Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
52
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
26
Madrona Financial Services
Washington
$4.86M +$331K +13,447 +7%
KFP
27
KMG Fiduciary Partners
Ohio
$4.7M -$724K -29,392 -13%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$4.52M +$4.15M +168,382 +1,114%
CT
29
Coastline Trust
Rhode Island
$4.42M -$174K -7,085 -4%
NA
30
Nottingham Advisors
New York
$4.41M -$21.3K -865 -0.5%
BCI
31
Brinker Capital Investments
Pennsylvania
$4.41M -$493K -20,008 -10%
WT
32
Whittier Trust
California
$3.88M +$194K +7,902 +5%
KPWS
33
Kestra Private Wealth Services
Texas
$3.86M +$3.86M +156,733 New
CWM
34
Cabot Wealth Management
Massachusetts
$3.85M -$346K -14,072 -8%
PHS
35
Pekin Hardy Strauss
Illinois
$3.53M +$157K +6,370 +5%
ONST
36
Old North State Trust
North Carolina
$3.11M -$4.16K -169 -0.1%
OPS
37
Orion Portfolio Solutions
Nebraska
$3.11M -$492K -19,972 -14%
MML Investors Services
38
MML Investors Services
Massachusetts
$3.06M -$698K -28,363 -19%
DWM
39
Dakota Wealth Management
Florida
$2.99M -$54.7K -2,220 -2%
AI
40
Atria Investments
North Carolina
$2.98M +$126K +5,119 +4%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$2.81M +$201K +8,152 +8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.79M -$1.52M -61,722 -35%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.73M +$48.5K +1,971 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$2.62M -$531K -21,514 -17%
PA
45
Pinnacle Associates
New York
$2.41M -$78.2K -3,175 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.4M -$80.2K -3,254 -3%
SPIA
47
Steward Partners Investment Advisory
New York
$2.27M -$42.1K -1,710 -2%
FC
48
FCA Corp
Texas
$2.25M +$2.25M +91,531 New
RCA
49
Ranch Capital Advisors
Florida
$2.21M +$35.6K +1,438 +2%
MWM
50
Meridian Wealth Management
Kentucky
$1.86M +$1.86M +75,364 New