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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 %
CWA
151
Core Wealth Advisors
Florida
$18K
NIC
152
Northwest Investment Counselors
Oregon
$18K +$18K +750 New
FP
153
Financial Perspectives
Minnesota
$12.4K
FHA
154
Flagship Harbor Advisors
Massachusetts
$11K
TPWA
155
TRUE Private Wealth Advisors
Oregon
$10K +$98 +4 +1%
APWA
156
Atlas Private Wealth Advisors
New Jersey
$9K
GI
157
Gradient Investments
Minnesota
$9K +$9K +379 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.38K -135 -36%
FCA
159
FinTrust Capital Advisors
South Carolina
$3.73K -$271 -11,015 -7%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$3K
TRCT
161
Tower Research Capital (TRC)
New York
$3K
BWA
162
BDO Wealth Advisors
Florida
$2K +$2K +75 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$1.19K -$30 -1,210 -2%
TA
164
TCG Advisors
Texas
-$2.07M -88,201 Closed
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
-$1.78M -75,900 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$1.77M -75,581 Closed
RIA
167
Realta Investment Advisors
Delaware
-$662K -28,265 Closed
FIA
168
Foundations Investment Advisors
Arizona
-$327K -13,800 Closed
AIP
169
Ahrens Investment Partners
Louisiana
-$318K -13,564 Closed
SBWM
170
Sunflower Bank Wealth Management
Arizona
-$285K -12,160 Closed
Verition Fund Management
171
Verition Fund Management
Connecticut
-$274K -11,700 Closed
DBT
172
Dubuque Bank & Trust
Iowa
-$268K -11,450 Closed
SMFS
173
Squar Milner Financial Services
California
-$216K -9,225 Closed
HIA
174
Harbor Investment Advisory
Maryland
-$171K -7,312 Closed
CAN
175
Cetera Advisor Networks
California
-$135K -5,780 Closed