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Invesco Variable Rate Preferred ETF

173 hedge funds and large institutions have $1.11B invested in Invesco Variable Rate Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
23
Increased
69
Reduced
59
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
126
Hartford Financial Management
Connecticut
$263K -$27.7K -1,114 -10%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$261K
DI
128
Diligent Investors
California
$252K +$26.3K +1,057 +12%
AI
129
Atria Investments
North Carolina
$235K -$3.52M -141,393 -94%
SS
130
Simplicity Solutions
Minnesota
$230K -$171K -6,901 -43%
WP
131
WealthPLAN Partners
Nebraska
$226K -$452K -19,067 -67%
WTB
132
Washington Trust Bank
Washington
$176K +$176K +7,062 New
PA
133
Parallel Advisors
California
$168K -$36.3K -1,457 -18%
SCA
134
Stuart Chaussee & Associates
California
$149K +$49.7K +2,000 +50%
CPIG
135
Chicago Partners Investment Group
Illinois
$123K +$12.1K +496 +11%
SWP
136
Stratos Wealth Partners
Ohio
$120K +$120K +4,813 New
AA
137
AlphaMark Advisors
Kentucky
$114K
SAS
138
Stelac Advisory Services
New York
$108K -$608K -24,400 -85%
GRP
139
Global Retirement Partners
California
$101K -$52.2K -2,093 -34%
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$99.6K
PMFA
141
Plante Moran Financial Advisors
Michigan
$69K +$1.83K +74 +3%
SWM
142
SeaCrest Wealth Management
New York
$61K
TIM
143
Tortoise Investment Management
New York
$58K
PCP
144
Proficio Capital Partners
Massachusetts
$50K
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K
Deutsche Bank
146
Deutsche Bank
Germany
$48K +$3.7K +149 +8%
POIA
147
Pin Oak Investment Advisors
Texas
$47K +$125 +5 +0.3%
HNB
148
Huntington National Bank
Ohio
$45K -$45K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$45K
WEC
150
Winslow Evans & Crocker
Massachusetts
$42K