VRP icon

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 %
RIG
101
Roosevelt Investment Group
New York
$449K +$449K +20,945 New
BEI
102
Benjamin Edwards Inc
Missouri
$427K +$346K +16,094 +424%
KA
103
Kovack Advisors
Florida
$422K -$46.8K -2,180 -10%
AWM
104
Altium Wealth Management
New York
$421K -$97.4K -4,540 -19%
SMFS
105
Squar Milner Financial Services
California
$412K
BRWA
106
B. Riley Wealth Advisors
Florida
$404K +$537 +25 +0.1%
WP
107
WealthPLAN Partners
Nebraska
$400K -$138K -6,039 -26%
FT
108
Fiduciary Trust
Massachusetts
$381K
DP
109
Dearborn Partners
Illinois
$381K +$24.3K +1,133 +7%
AFC
110
AFT Forsyth & Company
Florida
$376K -$140K -6,507 -27%
ACA
111
Anchor Capital Advisors
Massachusetts
$373K
SAS
112
Stelac Advisory Services
New York
$355K -$96K -4,477 -21%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$339K
BAM
114
Belpointe Asset Management
Nevada
$321K -$14.5K -676 -4%
AIP
115
Ahrens Investment Partners
Louisiana
$291K -$183K -8,514 -39%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$276K +$276K +12,848 New
P
117
&Partners
Tennessee
$274K -$24.5K -1,139 -8%
William Blair & Company
118
William Blair & Company
Illinois
$274K +$85K +3,959 +45%
HA
119
Harborview Advisors
Maine
$269K -$50.8K -2,365 -16%
AW
120
ACG Wealth
Georgia
$269K +$1.18K +55 +0.4%
CFG
121
Cooper Financial Group
California
$263K +$12.6K +586 +5%
LNC
122
Lincoln National Corp
Pennsylvania
$258K -$38.5K -1,792 -13%
SVWAG
123
Sound View Wealth Advisors Group
Georgia
$252K -$8.6K -400 -3%
DBT
124
Dubuque Bank & Trust
Iowa
$246K +$246K +11,450 New
CIA
125
Choate Investment Advisors
Massachusetts
$239K +$239K +11,121 New