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Invesco Variable Rate Preferred ETF

161 hedge funds and large institutions have $626M invested in Invesco Variable Rate Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
63
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GHAM
101
Gilman Hill Asset Management
Connecticut
$480K 18,875
BRWA
102
B. Riley Wealth Advisors
Florida
$477K 18,747 +28 +0.1%
GM
103
GeoWealth Management
Illinois
$469K 18,442 +18,442 New
KWA
104
KCS Wealth Advisory
California
$465K 18,294 -2,832 -13%
FM
105
Family Management
New York
$460K 18,110 +2,767 +18%
FT
106
Fiduciary Trust
Massachusetts
$451K 17,750 +17,750 New
KA
107
Kovack Advisors
Florida
$444K 17,447 -13 -0.1%
ACA
108
Anchor Capital Advisors
Massachusetts
$442K 17,380
AIC
109
Archer Investment Corporation
Indiana
$407K 16,000
JFM
110
Jackson Financial Management
California
$406K 15,986 -297 -2%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$402K 15,800
PA
112
PFG Advisors
Arizona
$400K 15,756 -2,768 -15%
HA
113
Harborview Advisors
Maine
$382K 15,032 -287 -2%
P
114
&Partners
Tennessee
$363K 14,424 -338 -2%
BAM
115
Belpointe Asset Management
Nevada
$350K 13,770 +13,770 New
LNC
116
Lincoln National Corp
Pennsylvania
$347K 13,671 -16,910 -55%
AA
117
AlphaMark Advisors
Kentucky
$333K 13,100 +3,200 +32%
AW
118
ACG Wealth
Georgia
$316K 12,431 +65 +0.5%
DP
119
Dearborn Partners
Illinois
$316K 12,417 +12,417 New
ASN
120
Advisory Services Network
Georgia
$307K 12,314
AWM
121
AllSquare Wealth Management
New York
$292K 11,500
CFG
122
Cooper Financial Group
California
$282K 11,101 -256 -2%
NR
123
Newfound Research
Massachusetts
$258K 10,151 +1,338 +15%
SVWAG
124
Sound View Wealth Advisors Group
Georgia
$257K 10,125 -2,500 -20%
DI
125
Diligent Investors
California
$249K 9,801 -411 -4%