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Invesco Variable Rate Preferred ETF

163 hedge funds and large institutions have $691M invested in Invesco Variable Rate Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+2
Holders Change %
+1.24%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
52
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
76
Palouse Capital Management
Washington
$821K -$18.1K -736 -2%
HB
77
Homrich & Berg
Georgia
$820K +$2.17K +88 +0.3%
CIAS
78
Capital Investment Advisory Services
North Carolina
$818K +$72K +2,927 +10%
WS
79
Wedbush Securities
California
$814K +$149K +6,034 +22%
CG
80
Colony Group
Massachusetts
$812K +$16.5K +670 +2%
Deutsche Bank
81
Deutsche Bank
Germany
$802K +$802K +32,585 New
GWM
82
Geneos Wealth Management
Colorado
$800K -$4.02K -165 -0.5%
Renaissance Technologies
83
Renaissance Technologies
New York
$793K +$793K +32,200 New
RIG
84
Roosevelt Investment Group
New York
$787K +$12.1K +490 +2%
CW
85
CreativeOne Wealth
Kansas
$783K +$299K +12,136 +62%
DCM
86
Delta Capital Management
New Jersey
$774K +$34.4K +1,400 +5%
TCA
87
Transcend Capital Advisors
New Jersey
$768K +$768K +31,200 New
FSA
88
Fort Sheridan Advisors
Illinois
$763K
Stifel Financial
89
Stifel Financial
Missouri
$754K -$102K -4,139 -12%
LWA
90
LWS Wealth Advisors
New Jersey
$741K +$5.07K +206 +0.7%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$731K -$9.24K -375 -1%
NA
92
NewEdge Advisors
Louisiana
$700K +$74.5K +3,026 +12%
LFASL
93
Lugano Financial Advisors SA (LFA)
Switzerland
$691K
AWM
94
AE Wealth Management
Kansas
$684K -$127K -5,162 -16%
SW
95
SlateStone Wealth
Florida
$658K +$28.3K +1,149 +4%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$601K -$93.6K -3,806 -13%
CAL
97
Capital Advisors Ltd
Ohio
$571K
MFG
98
Magnus Financial Group
New York
$568K +$228K +9,272 +67%
DP
99
Dearborn Partners
Illinois
$549K -$33.7K -1,371 -6%
JHCP
100
Jackson Hole Capital Partners
Oklahoma
$530K