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Invesco Variable Rate Preferred ETF

158 hedge funds and large institutions have $906M invested in Invesco Variable Rate Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
158
Holders Change
+29
Holders Change %
+22.48%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
39
Increased
75
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.09M +$1.09M +42,600 New
GP
77
Geneva Partners
Wisconsin
$1.02M +$62.2K +2,426 +6%
BUB
78
BBVA USA Bancshares
Texas
$982K
KWA
79
KCS Wealth Advisory
California
$967K +$967K +37,690 New
Baird Financial Group
80
Baird Financial Group
Wisconsin
$952K +$36.5K +1,422 +4%
WIM
81
Waverton Investment Management
United Kingdom
$939K +$180K +7,000 +24%
WP
82
WealthPLAN Partners
Nebraska
$910K -$358K -13,932 -28%
UCFA
83
United Capital Financial Advisors
Texas
$891K +$334K +13,036 +60%
NAM
84
NTV Asset Management
West Virginia
$888K +$46.2K +1,800 +5%
KA
85
Kovack Advisors
Florida
$876K +$876K +34,120 New
SCM
86
Southport Capital Management
Tennessee
$875K +$280K +10,935 +47%
FIAS
87
FinTrust Investment Advisory Services
South Carolina
$867K -$6.16K -240 -0.7%
RA
88
RFG Advisory
Alabama
$788K -$17.1K -665 -2%
DADC
89
D.A. Davidson & Co
Montana
$785K +$25.4K +990 +3%
MWM
90
Mission Wealth Management
California
$760K +$24.7K +965 +3%
HB
91
Homrich & Berg
Georgia
$755K +$22.5K +879 +3%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$750K +$95.7K +3,730 +15%
S
93
SignatureFD
Georgia
$739K +$739K +28,800 New
Lido Advisors
94
Lido Advisors
California
$727K +$372K +14,508 +105%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$696K +$316K +12,311 +83%
CAN
96
Claraphi Advisory Network
United States
$691K +$691K +26,940 New
KSA
97
Ken Stern & Associates
California
$641K +$326K +12,688 +103%
DCM
98
Delta Capital Management
New Jersey
$622K +$17.6K +685 +3%
PCM
99
Palouse Capital Management
Washington
$614K +$14.8K +575 +2%
AWM
100
AE Wealth Management
Kansas
$607K -$11K -428 -2%