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Invesco Variable Rate Preferred ETF

158 hedge funds and large institutions have $906M invested in Invesco Variable Rate Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+29
Holders Change %
+22.48%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
39
Increased
75
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
126
FDx Advisors
Illinois
$202K -$146K -5,677 -42%
WTB
127
Washington Trust Bank
Washington
$181K
CPIG
128
Chicago Partners Investment Group
Illinois
$141K +$1.51K +59 +1%
SWP
129
Stratos Wealth Partners
Ohio
$133K +$133K +5,183 New
CA
130
Calton & Associates
Florida
$130K +$130K +5,100 New
IWM
131
IHT Wealth Management
Illinois
$114K
MOS
132
MGO One Seven
Ohio
$107K +$107K +4,155 New
RFWA
133
RPg Family Wealth Advisory
Massachusetts
$76K +$14.8K +576 +24%
PMFA
134
Plante Moran Financial Advisors
Michigan
$68K
SWM
135
SeaCrest Wealth Management
New York
$63K +$63K +2,436 New
WEC
136
Winslow Evans & Crocker
Massachusetts
$60.7K +$3.54K +138 +6%
TIM
137
Tortoise Investment Management
New York
$59K +$59K +2,308 New
PCP
138
Proficio Capital Partners
Massachusetts
$51K
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K +$51K +2,000 New
HNB
140
Huntington National Bank
Ohio
$46K -$47K
First Manhattan
141
First Manhattan
New York
$44K
AA
142
AlphaMark Advisors
Kentucky
$44K
AIM
143
Advantage Investment Management
Iowa
$33K +$25.4K +1,000 +333%
MBT
144
Monroe Bank & Trust
Michigan
$31K +$31K +1,200 New
LWA
145
Lenox Wealth Advisors
New York
$24K +$24K +950 New
SEI Investments
146
SEI Investments
Pennsylvania
$15K +$7.59K +295 +102%
GTAM
147
Global Trust Asset Management
Florida
$13K +$13K +495 New
SPIA
148
Steward Partners Investment Advisory
New York
$12K
POIA
149
Pin Oak Investment Advisors
Texas
$12K +$12K +453 New
EDRH
150
Edmond de Rothschild Holding
Switzerland
$10K