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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 %
RWA
151
River Wealth Advisors
Pennsylvania
$40K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$40K +$40K +1,600 New
PK
153
Pflug Koory
Nebraska
$39K +$445 +18 +1%
AIM
154
Advantage Investment Management
Iowa
$32K
TC
155
Trilogy Capital
California
$30K -$497K -19,726 -94%
SWA
156
Sutton Wealth Advisors
Florida
$28.6K +$28.6K +1,150 New
LYV
157
Live Your Vision
Pennsylvania
$26K +$2.77K +113 +12%
CFD
158
Creative Financial Designs
Indiana
$25K +$272 +11 +1%
DWM
159
Destination Wealth Management
California
$23K +$23K +929 New
RCAG
160
Rehmann Capital Advisory Group
Michigan
$16.1K +$16.1K +646 New
CFGS
161
Concourse Financial Group Securities
Alabama
$14K +$14K +565 New
GTAM
162
Global Trust Asset Management
Florida
$12K
PCA
163
Providence Capital Advisors
North Carolina
$10K
RCA
164
Rowland Carmichael Advisors
Arizona
$9K -$964K -37,817 -99%
EDRH
165
Edmond de Rothschild Holding
Switzerland
$9K
CI
166
CX Institutional
Indiana
$8K +$8K +308 New
GI
167
Gradient Investments
Minnesota
$6K -$720 -27 -11%
BlackRock
168
BlackRock
New York
$5K
MA
169
MUFG Americas
New York
$4K -$2.67K -100 -40%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$4K
WKWM
171
Walter & Keenan Wealth Management
Indiana
$1.49K -$174 -7,000 -10%
FHA
172
Flagship Harbor Advisors
Massachusetts
$1K
DCM
173
DeGreen Capital Management
Arizona
-$6.97M -280,625 Closed
EC
174
Estate Counselors
Wisconsin
-$5.8M -233,370 Closed
HA
175
Harborview Advisors
Maine
-$2.29M -92,206 Closed