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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 %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$103K -$1.17M -45,106 -92%
BEI
152
Benjamin Edwards Inc
Missouri
$98K +$4K +155 +4%
GFPC
153
Global Financial Private Capital
Florida
$95K -$7.14K -277 -7%
MWP
154
MYCIO Wealth Partners
Pennsylvania
$64K +$800 +31 +1%
TIM
155
Tortoise Investment Management
New York
$60K
EWM
156
Edge Wealth Management
New York
$52K
PK
157
Pflug Koory
Nebraska
$44K +$547 +21 +1%
APA
158
American Portfolios Advisors
New York
$42.7K +$18.1K +700 +73%
BC
159
Barnett & Company
Tennessee
$42K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$35K +$35K +1,366 New
CFGS
161
Concourse Financial Group Securities
Alabama
$30K +$30K +1,169 New
VCP
162
Verus Capital Partners
Arizona
$26K +$26K +1,000 New
EP
163
Eudaimonia Partners
Tennessee
$26K +$26K +1,000 New
GTAM
164
Global Trust Asset Management
Florida
$21K
CWA
165
Core Wealth Advisors
Florida
$19K +$19K +750 New
BFEC
166
Benjamin F. Edwards & Company
Missouri
$15K
FP
167
Financial Perspectives
Minnesota
$13K +$13K +505 New
FHA
168
Flagship Harbor Advisors
Massachusetts
$12K
CFD
169
Creative Financial Designs
Indiana
$10K +$10K +400 New
WQ
170
Wealth Quarterback
New Jersey
$9.91K +$9.91K +384 New
TRCT
171
Tower Research Capital (TRC)
New York
$6K
TCWM
172
Total Clarity Wealth Management
Illinois
$6K +$6K +250 New
WCG
173
Weaver Consulting Group
California
$5K
Bessemer Group
174
Bessemer Group
New Jersey
$4K +$4K +155 New
RMAM
175
Raab & Moskowitz Asset Management
New Jersey
$4K +$4K +170 New