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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 %
FM
101
Family Management
New York
$513K -$49.4K -2,009 -9%
William Blair & Company
102
William Blair & Company
Illinois
$490K +$272K +11,049 +125%
BEI
103
Benjamin Edwards Inc
Missouri
$481K -$4.65K -189 -1%
KAS
104
Kestra Advisory Services
Texas
$476K +$476K +19,328 New
JWCA
105
J.W. Coons Advisors
Ohio
$451K -$81.3K -3,280 -15%
WP
106
WealthPLAN Partners
Nebraska
$441K
AFC
107
AFT Forsyth & Company
Florida
$439K +$6.28K +255 +1%
FT
108
Fiduciary Trust
Massachusetts
$437K
ACA
109
Anchor Capital Advisors
Massachusetts
$428K
LOPW
110
Live Oak Private Wealth
North Carolina
$424K +$468 +19 +0.1%
AIC
111
Archer Investment Corporation
Indiana
$419K -$197K -8,000 -32%
KA
112
Kovack Advisors
Florida
$414K -$2.46K -100 -0.6%
BRWA
113
B. Riley Wealth Advisors
Florida
$395K -$23.6K -966 -6%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$389K
AWM
115
Altium Wealth Management
New York
$361K -$28.3K -1,150 -7%
BAM
116
Belpointe Asset Management
Nevada
$355K -$11.3K -460 -3%
CIA
117
Choate Investment Advisors
Massachusetts
$342K +$67.9K +2,754 +25%
AW
118
ACG Wealth
Georgia
$312K +$1.75K +71 +0.6%
HA
119
Harborview Advisors
Maine
$294K -$22.3K -906 -7%
P
120
&Partners
Tennessee
$294K -$18.8K -765 -6%
WAM
121
Wolverine Asset Management
Illinois
$284K -$116K -4,716 -29%
SVWAG
122
Sound View Wealth Advisors Group
Georgia
$276K
GA
123
Greytown Advisors
Florida
$265K +$265K +10,751 New
AWM
124
AllSquare Wealth Management
New York
$263K
PAS
125
Park Avenue Securities
New York
$261K +$2.56K +104 +1%