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Invesco Variable Rate Preferred ETF

188 hedge funds and large institutions have $748M invested in Invesco Variable Rate Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
79
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.41M +$917K +35,460 +20%
Citigroup
27
Citigroup
New York
$5.23M +$305K +11,779 +6%
RJA
28
Raymond James & Associates
Florida
$5.2M -$1.08M -41,861 -17%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.97M +$114K +4,402 +2%
SIA
30
SeaBridge Investment Advisors
New Jersey
$4.65M +$2.76M +106,595 +146%
NA
31
Nottingham Advisors
New York
$4.6M +$605K +23,362 +15%
KFP
32
KMG Fiduciary Partners
Ohio
$4.48M -$160K -6,178 -3%
Ameriprise
33
Ameriprise
Minnesota
$4.45M -$663K -25,664 -13%
Jane Street
34
Jane Street
New York
$4.39M -$503K -19,468 -10%
LWA
35
LWS Wealth Advisors
New Jersey
$4.33M +$2.55M +98,754 +144%
EWA
36
Evolution Wealth Advisors
Florida
$4.19M +$276K +10,695 +7%
AI
37
Atria Investments
North Carolina
$3.95M +$747K +28,878 +23%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.91M -$3.58M -138,292 -48%
PHS
39
Pekin Hardy Strauss
Illinois
$3.65M -$325K -12,565 -8%
FCA
40
FinTrust Capital Advisors
South Carolina
$3.49M -$133K -5,161 -4%
KPWS
41
Kestra Private Wealth Services
Texas
$3.48M -$493K -19,067 -12%
Renaissance Technologies
42
Renaissance Technologies
New York
$3.39M +$1.2M +46,600 +55%
JIR
43
James Investment Research
Ohio
$3.36M +$3.36M +130,058 New
MML Investors Services
44
MML Investors Services
Massachusetts
$3.3M +$61K +2,359 +2%
HIP
45
HUB Investment Partners
Texas
$3.24M +$497K +19,236 +18%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.07M +$93.8K +3,629 +3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.81M +$56.4K +2,182 +2%
SPIA
48
Steward Partners Investment Advisory
New York
$2.64M +$262K +10,140 +11%
DSC
49
Duncker Streett & Co
Missouri
$2.63M +$914K +35,362 +53%
PP
50
Prudential plc
United Kingdom
$2.59M +$2.59M +100,000 New