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Invesco Variable Rate Preferred ETF

167 hedge funds and large institutions have $594M invested in Invesco Variable Rate Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
26
Increased
58
Reduced
60
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFC
76
AFT Forsyth & Company
Florida
$870K +$14K +568 +2%
WTC
77
WhitTier Trust Company
Nevada
$844K +$358K +14,574 +74%
LNC
78
Lincoln National Corp
Pennsylvania
$796K +$11.7K +475 +1%
PCM
79
Palouse Capital Management
Washington
$769K +$59.5K +2,423 +8%
CAL
80
Capital Advisors Ltd
Ohio
$741K +$10.7K +434 +1%
NA
81
NewEdge Advisors
Louisiana
$718K +$86.7K +3,528 +14%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$683K -$31.6K -1,285 -4%
DCM
83
Delta Capital Management
New Jersey
$681K +$51.6K +2,100 +8%
CIAS
84
Capital Investment Advisory Services
North Carolina
$679K +$6.05K +246 +0.9%
SMFS
85
Squar Milner Financial Services
California
$612K -$23.3K -949 -4%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$610K -$3.35M -136,270 -85%
AWM
87
Altium Wealth Management
New York
$591K -$44.2K -1,800 -7%
DSC
88
Duncker Streett & Co
Missouri
$589K +$89.3K +3,632 +18%
GWM
89
Geneos Wealth Management
Colorado
$587K -$756K -30,794 -56%
AIP
90
Ahrens Investment Partners
Louisiana
$587K -$222K -9,050 -27%
AFNAS
91
American Financial Network Advisory Services
California
$573K -$77K -3,125 -12%
HB
92
Homrich & Berg
Georgia
$555K +$21.4K +871 +4%
KWA
93
KCS Wealth Advisory
California
$542K -$204K -8,306 -27%
JHCP
94
Jackson Hole Capital Partners
Oklahoma
$534K
PA
95
PFG Advisors
Arizona
$515K -$96.5K -3,900 -16%
NR
96
Newfound Research
Massachusetts
$494K +$494K +20,082 New
IA
97
IFP Advisors
Florida
$481K +$33.1K +1,351 +7%
BRWA
98
B. Riley Wealth Advisors
Florida
$476K +$162K +6,585 +52%
GHAM
99
Gilman Hill Asset Management
Connecticut
$464K +$55.3K +2,250 +14%
FSA
100
Fort Sheridan Advisors
Illinois
$442K