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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 %
VBCG
151
Valley Brook Capital Group
Pennsylvania
$179K -$17.3K -670 -9%
NFG
152
Next Financial Group
Texas
$158K +$725 +28 +0.5%
AA
153
AlphaMark Advisors
Kentucky
$155K
CFA
154
Carroll Financial Associates
North Carolina
$154K +$60.1K +2,335 +64%
BL
155
Balentine LLC
Georgia
$130K +$130K +5,040 New
IA
156
IFP Advisors
Florida
$119K -$98.7K -3,754 -45%
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$114K
Deutsche Bank
158
Deutsche Bank
Germany
$105K -$292K -11,240 -74%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$78K
HFM
160
Hartford Financial Management
Connecticut
$55K
CHA
161
Carmichael Hill & Associates
Maryland
$54K
APA
162
American Portfolios Advisors
New York
$49.5K +$207 +8 +0.4%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$47K
PK
164
Pflug Koory
Nebraska
$46K +$490 +19 +1%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$34K -$6.89K -268 -17%
US Bancorp
166
US Bancorp
Minnesota
$32K +$32K +1,230 New
GM
167
GeoWealth Management
Illinois
$32K +$32K +1,279 New
EP
168
Eudaimonia Partners
Tennessee
$26K
CAAS
169
Capital Asset Advisory Services
Michigan
$26K
TWM
170
Tradition Wealth Management
Minnesota
$26K +$77 +3 +0.3%
SWM
171
Spire Wealth Management
Virginia
$23K +$23K +876 New
CWA
172
Core Wealth Advisors
Florida
$19K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +750 New
AWM
174
Accel Wealth Management
Iowa
$13K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$13K +$13K +521 New