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Invesco Variable Rate Preferred ETF

179 hedge funds and large institutions have $784M invested in Invesco Variable Rate Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
+18
Holders Change %
+11.18%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
37
Increased
76
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
76
Roman Butler Fullerton & Co
Missouri
$1.14M -$91K -3,524 -7%
OC
77
Oppenheimer & Co
New York
$1.13M +$17.9K +692 +2%
AWM
78
AE Wealth Management
Kansas
$1.12M +$175K +6,791 +19%
PWMAG
79
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$2.07K -80 -0.2%
NPP
80
New Potomac Partners
Maryland
$1.04M
NAM
81
NTV Asset Management
West Virginia
$1.01M +$2.58K +100 +0.3%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$1.01M -$1.26M -48,847 -56%
BUB
83
BBVA USA Bancshares
Texas
$989K
HB
84
Homrich & Berg
Georgia
$944K +$225K +8,721 +31%
IAA
85
Independent Advisor Alliance
North Carolina
$943K +$943K +36,490 New
PCM
86
Palouse Capital Management
Washington
$923K +$27K +1,047 +3%
CFA
87
Carroll Financial Associates
North Carolina
$893K +$103K +3,997 +13%
CG
88
Colony Group
Massachusetts
$892K -$25.9K -1,005 -3%
JFM
89
Jackson Financial Management
California
$857K +$444K +17,187 +108%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$804K +$5.25K +203 +0.7%
GWM
91
Geneos Wealth Management
Colorado
$793K +$157K +6,079 +25%
NA
92
NewEdge Advisors
Louisiana
$792K +$13.1K +506 +2%
DCM
93
Delta Capital Management
New Jersey
$776K -$3.87K -150 -0.5%
Barclays
94
Barclays
United Kingdom
$775K
WS
95
Wedbush Securities
California
$760K -$29.5K -1,142 -4%
CIAS
96
Capital Investment Advisory Services
North Carolina
$751K +$43.5K +1,684 +6%
LWA
97
LWS Wealth Advisors
New Jersey
$679K +$679K +26,302 New
CW
98
CreativeOne Wealth
Kansas
$671K +$152K +5,892 +29%
DSC
99
Duncker Streett & Co
Missouri
$629K +$26.5K +1,025 +4%
AWM
100
Altium Wealth Management
New York
$624K -$25.2K -975 -4%