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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 %
GI
51
Glovista Investments
New Jersey
$2.41M -$31.1K -1,206 -1%
FC
52
FCA Corp
Texas
$2.41M +$29.9K +1,155 +1%
CWM
53
Cabot Wealth Management
Massachusetts
$2.39M -$1.25M -48,404 -34%
PA
54
Pinnacle Associates
New York
$2.38M -$153K -5,930 -6%
NW
55
NewEdge Wealth
Pennsylvania
$2.37M +$1.94M +74,927 +448%
WTC
56
WhitTier Trust Company
Nevada
$2.36M +$664K +25,711 +39%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.35M +$668K +25,847 +40%
MWM
58
Meridian Wealth Management
Kentucky
$2.24M +$173K +6,689 +8%
DWM
59
Dakota Wealth Management
Florida
$2.12M -$1M -38,693 -32%
AWM
60
AE Wealth Management
Kansas
$2.04M +$1.44M +55,870 +243%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.99M +$247K +9,571 +14%
RCA
62
Ranch Capital Advisors
Florida
$1.91M -$438K -16,952 -19%
PCA
63
Peddock Capital Advisors
Massachusetts
$1.89M +$1.89M +73,113 New
OIM
64
Oder Investment Management
California
$1.78M +$169K +6,529 +10%
KA
65
Klingman & Associates
New York
$1.71M -$15.5K -600 -0.9%
CB
66
Community Bank
New York
$1.7M -$5.17K -200 -0.3%
Truist Financial
67
Truist Financial
North Carolina
$1.56M -$182K -7,022 -10%
HC
68
HNP Capital
New York
$1.43M -$11.5K -444 -0.8%
VRM
69
Vectors Research Management
New York
$1.43M -$9.38K -363 -0.7%
NAM
70
NTV Asset Management
West Virginia
$1.36M +$182K +7,040 +15%
KAS
71
Kestra Advisory Services
Texas
$1.32M +$161K +6,215 +14%
PAG
72
Private Advisor Group
New Jersey
$1.3M -$214K -8,284 -14%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$1.3M -$163K -6,319 -11%
DI
74
Diligent Investors
California
$1.24M +$2.04K +79 +0.2%
CCA
75
Clearwater Capital Advisors
Illinois
$1.22M -$6.23K -241 -0.5%