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Invesco Variable Rate Preferred ETF

90 hedge funds and large institutions have $437M invested in Invesco Variable Rate Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
47
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$828K +$444K +18,023 +115%
RA
52
RFG Advisory
Alabama
$820K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$804K +$4.26K +173 +0.5%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$786K +$8.17K +332 +1%
PAG
55
Private Advisor Group
New Jersey
$781K +$781K +31,225 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$767K +$395K +16,038 +106%
CI
57
Cavalier Investments
Georgia
$764K
WIM
58
Waverton Investment Management
United Kingdom
$728K -$29.5K -1,200 -4%
WFG
59
Wills Financial Group
Virginia
$674K +$29.6K +1,200 +5%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$638K +$58.5K +2,378 +10%
Goldman Sachs
61
Goldman Sachs
New York
$634K +$634K +25,774 New
DADC
62
D.A. Davidson & Co
Montana
$594K +$25.5K +1,037 +4%
DCM
63
Delta Capital Management
New Jersey
$536K
FHA
64
First Horizon Advisors
Tennessee
$524K
Citigroup
65
Citigroup
New York
$519K -$119K -4,841 -19%
GHAM
66
Gilman Hill Asset Management
Connecticut
$494K -$510K -20,725 -51%
HB
67
Homrich & Berg
Georgia
$460K -$2.26K -92 -0.5%
Northern Trust
68
Northern Trust
Illinois
$455K +$455K +18,500 New
DAS
69
Dynamic Advisor Solutions
Arizona
$432K +$58.7K +2,381 +16%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$426K +$426K +17,290 New
CAL
71
Capital Advisors Ltd
Ohio
$360K
RWA
72
RGT Wealth Advisors
Texas
$215K +$215K +8,735 New
WA
73
Winfield Associates
Ohio
$184K +$82.3K +3,350 +81%
CPIG
74
Chicago Partners Investment Group
Illinois
$178K +$26.5K +1,078 +17%
AWM
75
AllSquare Wealth Management
New York
$172K +$4.91K +200 +3%