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Invesco Variable Rate Preferred ETF

159 hedge funds and large institutions have $590M invested in Invesco Variable Rate Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

0.25% less ownership

Funds ownership: 39.48%39.24% (-0.25%)

1% less capital invested

Capital invested by funds: $594M → $590M (-$4.52M)

5% less funds holding

Funds holding: 167159 (-8)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
61
Reduced
58
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$467K -$15.3K -619 -3%
KA
102
Kovack Advisors
Florida
$435K +$48.4K +1,955 +13%
ACA
103
Anchor Capital Advisors
Massachusetts
$433K
RA
104
RFG Advisory
Alabama
$429K
MWM
105
Mission Wealth Management
California
$428K -$12.4K -500 -3%
JFM
106
Jackson Financial Management
California
$406K +$68.5K +2,763 +20%
AIC
107
Archer Investment Corporation
Indiana
$399K
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$394K
FM
109
Family Management
New York
$383K +$57K +2,300 +18%
HA
110
Harborview Advisors
Maine
$382K +$4.66K +188 +1%
P
111
&Partners
Tennessee
$368K +$297 +12 +0.1%
SAS
112
Stelac Advisory Services
New York
$339K +$79.3K +3,200 +31%
SVWAG
113
Sound View Wealth Advisors Group
Georgia
$315K +$313K +12,625 New
AW
114
ACG Wealth
Georgia
$308K +$16.5K +667 +6%
ASN
115
Advisory Services Network
Georgia
$307K +$10.4K +421 +4%
AWM
116
AE Wealth Management
Kansas
$294K +$292K +11,790 New
CW
117
CreativeOne Wealth
Kansas
$291K +$289K +11,666 New
AWM
118
AllSquare Wealth Management
New York
$287K -$4.96K -200 -2%
CFG
119
Cooper Financial Group
California
$283K +$54.9K +2,215 +24%
DI
120
Diligent Investors
California
$255K -$2.65K -107 -1%
AA
121
AlphaMark Advisors
Kentucky
$247K +$245K +9,900 New
HFM
122
Hartford Financial Management
Connecticut
$242K -$5.58K -225 -2%
William Blair & Company
123
William Blair & Company
Illinois
$230K -$38.6K -1,558 -14%
PAS
124
Park Avenue Securities
New York
$230K +$229K +9,238 New
SCA
125
Snowden Capital Advisors
New York
$221K +$99 +4 +0%

VRP Hedge Fund Activity: Q2 2019 in Review

159 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q2 2019, worth a combined $590M — down 0.76% from $594M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VRP and 18 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 61 added.

The largest buyer was MD Financial Management, opening a new position worth an estimated $17.8M. The largest seller was Jane Street, cutting an estimated $20.7M.

  • 159 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q2 2019, down from 167 in Q1 2019.
  • Funds reported $590M of Invesco Variable Rate Preferred ETF stock for Q2 2019, down 0.76% quarter-over-quarter.
  • 18 funds opened new Invesco Variable Rate Preferred ETF positions in Q2 2019 and 20 closed out, a net change of -2 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q2 2019 was MD Financial Management, an estimated $17.8M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q2 2019 was Jane Street, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2019.