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Invesco Variable Rate Preferred ETF

128 hedge funds and large institutions have $758M invested in Invesco Variable Rate Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
128
Holders Change
+23
Holders Change %
+21.9%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
31
Increased
63
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFG
76
Wills Financial Group
Virginia
$628K 23,994 +75 +0.3%
DCM
77
Delta Capital Management
New Jersey
$595K 22,755 +800 +4%
AWM
78
AE Wealth Management
Kansas
$559K 21,386 +2,719 +15%
MWM
79
Mission Wealth Management
California
$558K 21,320 +6,650 +45%
HB
80
Homrich & Berg
Georgia
$553K 21,149 +1,839 +10%
PCM
81
Palouse Capital Management
Washington
$547K 20,926 +2,414 +13%
BHB
82
Bank Hapoalim BM
Israel
William Blair & Company
83
William Blair & Company
Illinois
$535K 20,439 +20,439 New
WA
84
Winfield Associates
Ohio
$533K 20,390 +2,000 +11%
SCM
85
Southport Capital Management
Tennessee
$505K 19,318 +19,318 New
ACA
86
Anchor Capital Advisors
Massachusetts
$455K 17,380
ASN
87
Advisory Services Network
Georgia
$442K 16,892 +1,936 +13%
CFA
88
Carroll Financial Associates
North Carolina
$428K 16,361 +3,085 +23%
NPC
89
National Planning Corporation
California
$407K 15,523 +15,523 New
CAL
90
Capital Advisors Ltd
Ohio
$383K 14,641
FAAS
91
First Allied Advisory Services
California
$345K 13,242 +13,242 New
CIAS
92
Capital Investment Advisory Services
North Carolina
$342K 13,055 +4,555 +54%
SS
93
Simplicity Solutions
Minnesota
$335K 12,804 +12,804 New
KSA
94
Ken Stern & Associates
California
$310K 11,846 +608 +5%
Lido Advisors
95
Lido Advisors
California
$290K 11,085 +577 +5%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$275K 10,500
HFM
97
Hartford Financial Management
Connecticut
$264K 10,129 +10,129 New
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$251K 9,600 -18,971 -66%
CA
99
Cetera Advisors
Colorado
$239K 9,174 -3,500 -28%
AWM
100
AllSquare Wealth Management
New York
$209K 8,000