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Invesco Variable Rate Preferred ETF

179 hedge funds and large institutions have $784M invested in Invesco Variable Rate Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+18
Holders Change %
+11.18%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
37
Increased
76
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$356K +$3.53K +137 +1%
AW
127
ACG Wealth
Georgia
$323K +$1.63K +63 +0.5%
ASN
128
Advisory Services Network
Georgia
$322K +$3.93K +152 +1%
AA
129
AlphaMark Advisors
Kentucky
$313K -$25.9K -1,000 -8%
SVWAG
130
Sound View Wealth Advisors Group
Georgia
$313K +$51.6K +2,000 +20%
CFG
131
Cooper Financial Group
California
$302K +$15.1K +583 +5%
RG
132
Retirement Group
California
$279K +$279K +10,792 New
AWM
133
AllSquare Wealth Management
New York
$276K -$20.6K -800 -7%
DI
134
Diligent Investors
California
$255K +$2.24K +87 +0.9%
PAS
135
Park Avenue Securities
New York
$255K +$16.2K +628 +7%
HFM
136
Hartford Financial Management
Connecticut
$249K
PA
137
PFG Advisors
Arizona
$245K -$164K -6,315 -40%
RIA
138
Realta Investment Advisors
Delaware
$241K +$70.9K +2,750 +42%
NFG
139
Next Financial Group
Texas
$229K -$6.07K -234 -3%
William Blair & Company
140
William Blair & Company
Illinois
$227K -$12.6K -489 -5%
Creative Planning
141
Creative Planning
Kansas
$215K +$4.67K +181 +2%
TW
142
TrinityPoint Wealth
Connecticut
$207K
WMA
143
Wealth Management Associates
New Jersey
$203K +$203K +7,868 New
CAAS
144
Capital Asset Advisory Services
Michigan
$203K +$203K +7,719 New
AC
145
Addison Capital
Pennsylvania
$203K +$203K +7,869 New
HIA
146
Harbor Investment Advisory
Maryland
$201K +$201K +7,800 New
PA
147
Parallel Advisors
California
$186K +$2.27K +88 +1%
NR
148
Newfound Research
Massachusetts
$171K -$91.2K -3,532 -35%
CF
149
Centaurus Financial
California
$165K +$165K +6,371 New
CHA
150
Carmichael Hill & Associates
Maryland
$144K +$144K +5,578 New