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Invesco Variable Rate Preferred ETF

165 hedge funds and large institutions have $629M invested in Invesco Variable Rate Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
21
Increased
56
Reduced
64
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
76
TCG Advisors
Texas
$817K +$817K +38,087 New
AWM
77
AE Wealth Management
Kansas
$789K -$143K -6,638 -15%
PCM
78
Palouse Capital Management
Washington
$734K -$33.4K -1,554 -4%
HB
79
Homrich & Berg
Georgia
$720K -$63.9K -2,979 -8%
GWM
80
Geneos Wealth Management
Colorado
$706K +$41.4K +1,913 +6%
CG
81
Colony Group
Massachusetts
$682K -$59.8K -2,786 -8%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$676K -$236K -11,015 -26%
FSA
83
Fort Sheridan Advisors
Illinois
$665K +$236K +11,000 +55%
DCM
84
Delta Capital Management
New Jersey
$645K
CIAS
85
Capital Investment Advisory Services
North Carolina
$640K +$16.8K +784 +3%
RIA
86
Realta Investment Advisors
Delaware
$634K +$433K +20,215 +216%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$626K -$41.8K -1,947 -6%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$594K -$244K -11,380 -29%
JWCA
89
J.W. Coons Advisors
Ohio
$579K +$579K +27,085 New
WS
90
Wedbush Securities
California
$577K -$54.3K -2,534 -9%
DSC
91
Duncker Streett & Co
Missouri
$576K +$53.6K +2,500 +10%
CW
92
CreativeOne Wealth
Kansas
$562K +$4.51K +210 +0.8%
NA
93
NewEdge Advisors
Louisiana
$536K -$123K -5,711 -19%
FM
94
Family Management
New York
$531K +$100K +4,684 +23%
AIC
95
Archer Investment Corporation
Indiana
$511K +$81.6K +3,800 +19%
CAL
96
Capital Advisors Ltd
Ohio
$506K +$8.65K +403 +2%
JHCP
97
Jackson Hole Capital Partners
Oklahoma
$505K +$1.01K +47 +0.2%
LWA
98
LWS Wealth Advisors
New Jersey
$480K -$84.9K -3,954 -15%
IWM
99
IHT Wealth Management
Illinois
$470K +$470K +21,923 New
SBWM
100
Sunflower Bank Wealth Management
Arizona
$456K -$24.9K -1,160 -5%