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Invesco Variable Rate Preferred ETF

161 hedge funds and large institutions have $636M invested in Invesco Variable Rate Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-4
Holders Change %
-2.42%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
75
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$772K -$89.3K -3,812 -10%
GWM
77
Geneos Wealth Management
Colorado
$772K +$9.19K +393 +1%
CG
78
Colony Group
Massachusetts
$757K +$13.2K +563 +2%
RIG
79
Roosevelt Investment Group
New York
$738K +$247K +10,546 +50%
FSA
80
Fort Sheridan Advisors
Illinois
$726K
CIAS
81
Capital Investment Advisory Services
North Carolina
$710K +$10.8K +462 +2%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$704K -$34.1K -1,455 -5%
DCM
83
Delta Capital Management
New Jersey
$704K
LWA
84
LWS Wealth Advisors
New Jersey
$700K +$176K +7,528 +34%
RIA
85
Realta Investment Advisors
Delaware
$662K -$30.4K -1,300 -4%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$662K -$21.9K -936 -3%
LFASL
87
Lugano Financial Advisors SA (LFA)
Switzerland
$654K -$497K -20,960 -43%
WS
88
Wedbush Securities
California
$633K +$2.51K +107 +0.4%
DSC
89
Duncker Streett & Co
Missouri
$630K +$539 +23 +0.1%
SW
90
SlateStone Wealth
Florida
$599K -$5.29M -225,641 -90%
NA
91
NewEdge Advisors
Louisiana
$595K +$9.89K +422 +2%
AIC
92
Archer Investment Corporation
Indiana
$586K +$28.1K +1,200 +5%
DP
93
Dearborn Partners
Illinois
$555K +$138K +5,898 +33%
CAL
94
Capital Advisors Ltd
Ohio
$543K -$9.56K -408 -2%
FM
95
Family Management
New York
$536K -$44.4K -1,894 -8%
JHCP
96
Jackson Hole Capital Partners
Oklahoma
$504K -$47.8K -2,041 -9%
JWCA
97
J.W. Coons Advisors
Ohio
$500K -$130K -5,600 -21%
WSTAM
98
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$265K +11,317 +118%
BEI
99
Benjamin Edwards Inc
Missouri
$462K -$3.82K -163 -0.8%
CW
100
CreativeOne Wealth
Kansas
$461K -$152K -6,476 -25%