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Invesco Variable Rate Preferred ETF

91 hedge funds and large institutions have $398M invested in Invesco Variable Rate Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
55
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$64.5M 2,528,353 +517,848 +26%
Morgan Stanley
2
Morgan Stanley
New York
$49M 1,921,655 +274,684 +17%
EMA
3
Efficient Market Advisors
California
$30.9M 1,211,416 +141,983 +13%
Invesco
4
Invesco
Georgia
$30.5M 1,196,081 +187,914 +19%
HI
5
Horizon Investments
North Carolina
$28.2M 1,107,017 +1,107,017 New
UBS Group
6
UBS Group
Switzerland
$24.3M 953,454 +54,076 +6%
3AM
7
3D Asset Management
Connecticut
$12.8M 503,244 +29,047 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.1M 435,076 -10,248 -2%
Stifel Financial
9
Stifel Financial
Missouri
$11.1M 435,026 +2,488 +0.6%
SC
10
SouthState Corp
Florida
$9.42M 369,086 +67,881 +23%
EC
11
Estate Counselors
Wisconsin
$8.55M 335,250 +550 +0.2%
AP
12
Atwood & Palmer
Missouri
$8.02M 314,507 +1,587 +0.5%
DCM
13
DeGreen Capital Management
Arizona
$7.71M 301,717 +57,352 +23%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.43M 291,348 -158 -0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.39M 289,836 +45,519 +19%
BCI
16
Brinker Capital Investments
Pennsylvania
$7.28M 285,338 +18,339 +7%
CT
17
Coastline Trust
Rhode Island
$5.22M 204,430 +96,545 +89%
TPW
18
Tiller Private Wealth
Pennsylvania
$4.31M 169,116 +13,920 +9%
RJA
19
Raymond James & Associates
Florida
$4.17M 163,281 +53,268 +48%
LPL Financial
20
LPL Financial
California
$3.67M 143,400 +17,239 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.25M 127,350 +52,954 +71%
TYCC
22
Texas Yale Capital Corp
Florida
$3.22M 126,150 +70,000 +125%
AI
23
Atria Investments
North Carolina
$2.9M 113,565 +22,656 +25%
ACM
24
Aviance Capital Management
Florida
$2.88M 113,050 +12,291 +12%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.88M 112,755 +20,730 +23%