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Invesco Variable Rate Preferred ETF

63 hedge funds and large institutions have $189M invested in Invesco Variable Rate Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $138M → $189M (+$51.5M)

29% more funds holding

Funds holding: 4963 (+14)

2.2% more ownership

Funds ownership: 39.11%41.31% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
29
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change

VRP Hedge Fund Activity: Q4 2015 in Review

63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q4 2015, worth a combined $189M — up 37% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VRP positions and 5 closed out — a net gain of 15 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.08M sold.

  • 63 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q4 2015, up from 49 in Q3 2015.
  • Funds reported $189M of Invesco Variable Rate Preferred ETF stock for Q4 2015, up 37% quarter-over-quarter.
  • 20 funds opened new Invesco Variable Rate Preferred ETF positions in Q4 2015 and 5 closed out, a net change of +15 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q4 2015 was Bank of America, an estimated $11.4M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q4 2015 was JP Morgan Chase, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.