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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 %
TF
126
Trek Financial
Arizona
$249K +$2.29K +93 +0.9%
RG
127
Retirement Group
California
$235K +$814 +33 +0.3%
DI
128
Diligent Investors
California
$225K +$1.9K +77 +0.9%
WSTAM
129
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$303K -12,288 -59%
IA
130
IFP Advisors
Florida
$204K -$7.86K -321 -4%
PBF
131
Petix & Botte Financial
California
$200K -$198K -8,055 -50%
CFIA
132
Cantor Fitzgerald Investment Advisors
New York
$200K
NFG
133
Next Financial Group
Texas
$199K +$199K +8,090 New
ASN
134
Advisory Services Network
Georgia
$158K +$158K +6,440 New
EWM
135
Edge Wealth Management
New York
$148K -$844K -34,200 -85%
CHA
136
Carmichael Hill & Associates
Maryland
$137K
AA
137
AlphaMark Advisors
Kentucky
$123K
CFA
138
Carroll Financial Associates
North Carolina
$89K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$74K +$74K +3,000 New
PS
140
Planned Solutions
California
$60K +$60K +2,448 New
TIM
141
Tortoise Investment Management
New York
$57K
HFM
142
Hartford Financial Management
Connecticut
$53K -$47.2K -1,900 -47%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$49K +$49K +2,000 New
PK
144
Pflug Koory
Nebraska
$43K +$468 +19 +1%
BC
145
Barnett & Company
Tennessee
$40K
APA
146
American Portfolios Advisors
New York
$37.1K -$3.82K -155 -9%
JWM
147
Jeppson Wealth Management
California
$37K +$37K +1,500 New
BFEC
148
Benjamin F. Edwards & Company
Missouri
$26K
EP
149
Eudaimonia Partners
Tennessee
$25K
PFS
150
Prospera Financial Services
Texas
$19K +$19K +769 New