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Invesco Variable Rate Preferred ETF

188 hedge funds and large institutions have $748M invested in Invesco Variable Rate Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
79
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FT
126
Fiduciary Trust
Massachusetts
$446K
AIC
127
Archer Investment Corporation
Indiana
$439K
BCI
128
Brinker Capital Investments
Pennsylvania
$436K -$3.12M -120,800 -88%
SPC
129
Sigma Planning Corp
Michigan
$411K +$88.2K +3,414 +27%
BRWA
130
B. Riley Wealth Advisors
Florida
$395K +$65.1K +2,516 +20%
PAS
131
Park Avenue Securities
New York
$395K +$137K +5,290 +53%
AWM
132
Altium Wealth Management
New York
$377K +$8.75K +338 +2%
P
133
&Partners
Tennessee
$370K +$60.5K +2,341 +20%
AW
134
ACG Wealth
Georgia
$331K +$1.53K +59 +0.5%
CWA
135
Clearview Wealth Advisors
Oregon
$328K +$299K +11,576 +1,024%
N
136
Natixis
France
$325K +$325K +12,586 New
BAM
137
Belpointe Asset Management
Nevada
$321K -$40.3K -1,558 -11%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$317K -$114K -4,410 -26%
William Blair & Company
139
William Blair & Company
Illinois
$316K -$180K -6,976 -36%
LFASL
140
Lugano Financial Advisors SA (LFA)
Switzerland
$311K -$402K -15,550 -56%
AWM
141
AllSquare Wealth Management
New York
$302K +$25.8K +1,000 +9%
KA
142
Kovack Advisors
Florida
$299K
CFG
143
Cooper Financial Group
California
$293K +$293K +11,326 New
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$257K +$4.14K +160 +2%
HA
145
Harborview Advisors
Maine
$241K -$61.3K -2,374 -20%
BTWM
146
Baker Tilly Wealth Management
Wisconsin
$238K
CCM
147
Crabel Capital Management
California
$225K +$225K +8,698 New
LNC
148
Lincoln National Corp
Pennsylvania
$224K +$224K +8,667 New
Creative Planning
149
Creative Planning
Kansas
$205K +$205K +7,926 New
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$194K +$194K +7,500 New