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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.85M +$1.85M +79,093 New
SIA
52
SeaBridge Investment Advisors
New Jersey
$1.83M +$31K +1,260 +2%
Truist Financial
53
Truist Financial
North Carolina
$1.7M -$137K -5,573 -7%
KA
54
Klingman & Associates
New York
$1.66M -$28.7K -1,168 -2%
EWA
55
Evolution Wealth Advisors
Florida
$1.64M +$62.4K +2,535 +4%
SAS
56
Stelac Advisory Services
New York
$1.63M +$1.32M +53,556 +426%
CB
57
Community Bank
New York
$1.62M
WTC
58
WhitTier Trust Company
Nevada
$1.59M -$8.14K -331 -0.5%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.59M +$141K +5,748 +10%
VRM
60
Vectors Research Management
New York
$1.54M -$10.9K -442 -0.7%
HC
61
HNP Capital
New York
$1.45M -$119K -4,772 -8%
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$1.31M +$136K +5,518 +12%
PAG
63
Private Advisor Group
New Jersey
$1.28M -$26.7K -1,093 -2%
AAS
64
Avantax Advisory Services
Texas
$1.22M +$233K +9,484 +24%
CCA
65
Clearwater Capital Advisors
Illinois
$1.21M -$43K -1,748 -3%
WKWM
66
Walter & Keenan Wealth Management
Indiana
$1.2M -$49.2K -2,000 -4%
KWMG
67
King Wealth Management Group
Florida
$1.19M -$32.7K -1,330 -3%
TSA
68
Tri-Star Advisors
Texas
$1.15M -$396K -15,924 -26%
NAM
69
NTV Asset Management
West Virginia
$1M +$12.3K +500 +1%
CSA
70
Cottage Street Advisors
Massachusetts
$960K -$165K -6,712 -15%
RBFC
71
Roman Butler Fullerton & Co
Missouri
$955K +$4.66K +189 +0.5%
BUB
72
BBVA USA Bancshares
Texas
$943K
AF
73
Advisornet Financial
Minnesota
$864K -$18.1K -734 -2%
DSC
74
Duncker Streett & Co
Missouri
$860K +$199K +8,067 +30%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$856K +$17.1K +693 +2%