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Invesco Variable Rate Preferred ETF

173 hedge funds and large institutions have $1.11B invested in Invesco Variable Rate Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 59

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 170173 (+3)

2% less capital invested

Capital invested by funds: $1.13B → $1.11B (-$18.9M)

2.73% less ownership

Funds ownership: 54.08%51.36% (-2.7%)

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
23
Increased
69
Reduced
59
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$2.47M +$231K +9,234 +10%
KA
52
Klingman & Associates
New York
$2.38M -$195K -7,782 -8%
CB
53
Community Bank
New York
$2.13M -$30.4K -1,215 -1%
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$2.06M -$1.48M -59,050 -42%
SIA
55
SeaBridge Investment Advisors
New Jersey
$1.97M +$56.3K +2,250 +3%
BWAM
56
Boyd Watterson Asset Management
Ohio
$1.9M -$301K -12,016 -14%
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$1.9M -$73.4K -2,936 -4%
CG
58
Colony Group
Massachusetts
$1.73M -$310K -12,395 -15%
WS
59
Wedbush Securities
California
$1.72M -$111K -4,457 -6%
BCM
60
Bluefin Capital Management
New York
$1.62M +$1.62M +64,945 New
RPG
61
Risk Paradigm Group
Texas
$1.5M -$60.7K -2,425 -4%
GWM
62
Geneos Wealth Management
Colorado
$1.47M +$1.43M +57,282 +3,207%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.47M -$274K -10,966 -16%
NPP
64
New Potomac Partners
Maryland
$1.46M +$200K +8,005 +16%
VRM
65
Vectors Research Management
New York
$1.44M +$1.45M +57,879 New
BTS
66
BB&T Securities
Virginia
$1.4M -$200K -7,982 -12%
ACM
67
AlphaStar Capital Management
North Carolina
$1.35M -$502K -20,088 -27%
KWA
68
KCS Wealth Advisory
California
$1.25M +$34.4K +1,377 +3%
TC
69
Truvestments Capital
Florida
$1.25M +$1.25M +50,026 New
AIP
70
Ahrens Investment Partners
Louisiana
$1.22M -$173K -6,900 -12%
AF
71
Advisornet Financial
Minnesota
$1.19M -$17.5K -700 -1%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$1.18M +$352K +14,074 +42%
PAG
73
Private Advisor Group
New Jersey
$1.14M +$804K +32,139 +235%
WB
74
WesBanco Bank
West Virginia
$1.12M +$1.12M +44,933 New
HighTower Advisors
75
HighTower Advisors
Illinois
$1.09M -$6.29M -251,601 -85%

VRP Hedge Fund Activity: Q3 2018 in Review

173 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q3 2018, worth a combined $1.11B — down 1.7% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VRP positions and 20 closed out — a net gain of 3 holders — while 69 added to existing stakes and 59 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $21.3M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $37.5M.

  • 173 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q3 2018, up from 170 in Q2 2018.
  • Funds reported $1.11B of Invesco Variable Rate Preferred ETF stock for Q3 2018, down 1.7% quarter-over-quarter.
  • 23 funds opened new Invesco Variable Rate Preferred ETF positions in Q3 2018 and 20 closed out, a net change of +3 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q3 2018 was Jane Street, an estimated $21.3M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q3 2018 was Cantor Fitzgerald Investment Advisors, an estimated $37.5M sold.

Based on aggregated 13F filings for Q3 2018.