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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 %
APWA
176
Atlas Private Wealth Advisors
New Jersey
$10K
TRCT
177
Tower Research Capital (TRC)
New York
$6K -$8.04K -300 -57%
EVM
178
Eaton Vance Management
Massachusetts
$6K +$6K +223 New
GI
179
Gradient Investments
Minnesota
$3K -$6.1K -254 -67%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$3K
PA
181
Parallel Advisors
California
$3K +$1.11K +41 +59%
AIC
182
Ameritas Investment Company
Nebraska
$2.59K +$2.59K +100 New
HIA
183
Harbor Investment Advisory
Maryland
$2K
BWA
184
BDO Wealth Advisors
Florida
$2K
IWP
185
IAG Wealth Partners
Wisconsin
$2K +$2K +58 New
SFS
186
Sowell Financial Services
Arkansas
$1K +$1K +32 New
TCWM
187
Total Clarity Wealth Management
Illinois
$1K +$1K +40 New
CFD
188
Creative Financial Designs
Indiana
$1K +$1K +52 New
Charles Schwab
189
Charles Schwab
California
-$88M -3,390,165 Closed
Citadel Advisors
190
Citadel Advisors
Florida
-$5.65M -217,706 Closed
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
-$2.33M -89,885 Closed
TFCP
192
Twin Focus Capital Partners
Massachusetts
-$519K -20,000 Closed
WP
193
WealthPLAN Partners
Nebraska
-$352K -13,591 Closed
M&T Bank
194
M&T Bank
New York
-$284K -10,955 Closed
TF
195
Trek Financial
Arizona
-$245K -9,446 Closed
PBF
196
Petix & Botte Financial
California
-$212K -8,155 Closed
HAS
197
HBW Advisory Services
California
-$206K -7,932 Closed
ASN
198
Advisory Services Network
Georgia
-$152K -5,850 Closed
PS
199
Planned Solutions
California
-$64K -2,448 Closed
BDWCC
200
B&D White Capital Company
Texas
-$60K -2,349 Closed