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Invesco Variable Rate Preferred ETF

165 hedge funds and large institutions have $629M invested in Invesco Variable Rate Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
21
Increased
56
Reduced
64
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EP
151
Eudaimonia Partners
Tennessee
$21K
CWA
152
Core Wealth Advisors
Florida
$16K
GI
153
Gradient Investments
Minnesota
$15K +$15K +700 New
AIC
154
Ameritas Investment Company
Nebraska
$15K +$15K +706 New
FP
155
Financial Perspectives
Minnesota
$10.8K
FHA
156
Flagship Harbor Advisors
Massachusetts
$10K
PO
157
Private Ocean
California
$9K +$9K +450 New
WQ
158
Wealth Quarterback
New Jersey
$8.33K +$86 +4 +1%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$6K +$6K +288 New
TRCT
160
Tower Research Capital (TRC)
New York
$3K -$2.42K -100 -45%
Bessemer Group
161
Bessemer Group
New Jersey
$3K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +150 New
HI
164
Hudock Inc
Pennsylvania
$2K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$1K -$30K -1,322 -97%
CSIA
166
Charles Schwab Investment Advisory
California
-$102M -3,956,880 Closed
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
-$4.36M -168,598 Closed
FSG
168
Financial Strategies Group
Michigan
-$3.05M -117,988 Closed
QWM
169
QP Wealth Management
New Jersey
-$2.62M -100,720 Closed
SAS
170
Sage Advisory Services
Texas
-$2.53M -98,018 Closed
CS
171
Credit Suisse
Switzerland
-$2.25M -87,103 Closed
BCM
172
Bluefin Capital Management
New York
-$2.02M -78,168 Closed
HC
173
HNP Capital
New York
-$1.6M -61,618 Closed
WKWM
174
Walter & Keenan Wealth Management
Indiana
-$1.39M -53,800 Closed
OC
175
Oppenheimer & Co
New York
-$1.13M -43,794 Closed