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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 %
IAA
176
Independent Advisor Alliance
North Carolina
-$943K -36,490 Closed
Barclays
177
Barclays
United Kingdom
-$775K -30,000 Closed
GHAM
178
Gilman Hill Asset Management
Connecticut
-$523K -20,250 Closed
WP
179
WealthSource Partners
California
-$479K -18,542 Closed
Deutsche Bank
180
Deutsche Bank
Germany
-$448K -17,362 Closed
PBF
181
Petix & Botte Financial
California
-$362K -14,026 Closed
DI
182
Diligent Investors
California
-$255K -9,888 Closed
PA
183
PFG Advisors
Arizona
-$245K -9,441 Closed
Creative Planning
184
Creative Planning
Kansas
-$215K -8,326 Closed
TW
185
TrinityPoint Wealth
Connecticut
-$207K -8,030 Closed
AC
186
Addison Capital
Pennsylvania
-$203K -7,869 Closed
WMA
187
Wealth Management Associates
New Jersey
-$203K -7,868 Closed
NR
188
Newfound Research
Massachusetts
-$171K -6,619 Closed
MWP
189
MYCIO Wealth Partners
Pennsylvania
-$64K -2,479 Closed
GTAM
190
Global Trust Asset Management
Florida
-$21K -815 Closed
CFD
191
Creative Financial Designs
Indiana
-$10K -400 Closed
TCWM
192
Total Clarity Wealth Management
Illinois
-$6K -250 Closed
WCG
193
Weaver Consulting Group
California
-$5K -200 Closed
RMAM
194
Raab & Moskowitz Asset Management
New Jersey
-$4K -170 Closed
AIS
195
Accurate Investment Solutions
Pennsylvania
-$2K -76 Closed
IFWM
196
Institute for Wealth Management
Colorado
-$1K -21 Closed