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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 %
CFA
76
Carroll Financial Associates
North Carolina
$146K +$15.4K +630 +12%
NFG
77
Next Financial Group
Texas
$107K -$32K -1,300 -23%
SAS
78
Stelac Advisory Services
New York
$105K -$95.7K -3,900 -48%
IWM
79
IHT Wealth Management
Illinois
$100K +$100K +4,050 New
IWA
80
IBEX Wealth Advisors
New Jersey
$94K +$94K +3,800 New
PMFA
81
Plante Moran Financial Advisors
Michigan
$71K +$24.1K +979 +52%
EDRH
82
Edmond de Rothschild Holding
Switzerland
$52K -$203K -8,300 -80%
PCP
83
Proficio Capital Partners
Massachusetts
$49K
WEC
84
Winslow Evans & Crocker
Massachusetts
$48K +$22.1K +900 +86%
First Manhattan
85
First Manhattan
New York
$42K +$42K +1,716 New
HNB
86
Huntington National Bank
Ohio
$39K -$21K
SIG
87
Stanford Investment Group
California
$37K +$37K +1,511 New
AF
88
Allworth Financial
California
$17K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$16K +$3.59K +142 +29%
Creative Planning
90
Creative Planning
Kansas
$7K +$7K +286 New
HI
91
Horizon Investments
North Carolina
-$28.2M -1,107,017 Closed
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
-$1.79M -70,000 Closed
JHIU
93
Janus Henderson Investors US
Colorado
-$1.15M -44,900 Closed
CA
94
Cetera Advisors
Colorado
-$758K -29,603 Closed
FFS
95
Founders Financial Securities
Maryland
-$752K -29,490 Closed
ACM
96
Argentus Capital Management
Texas
-$531K -20,812 Closed
HH
97
HWG Holdings
Texas
-$442K -17,309 Closed
SG Americas Securities
98
SG Americas Securities
New York
-$296K -11,620 Closed
VKH
99
Virtu KCG Holdings
New York
-$249K -9,769 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$242K -9,490 Closed