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Invesco Variable Rate Preferred ETF

90 hedge funds and large institutions have $437M invested in Invesco Variable Rate Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
47
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$75.3M 3,059,801 +531,448 +21%
Morgan Stanley
2
Morgan Stanley
New York
$50.9M 2,066,904 +145,249 +8%
EMA
3
Efficient Market Advisors
California
$34.3M 1,393,469 +182,053 +15%
Invesco
4
Invesco
Georgia
$33M 1,340,203 +144,122 +12%
UBS Group
5
UBS Group
Switzerland
$28.5M 1,159,030 +205,576 +22%
CAI
6
Capital Advisors Inc
Oklahoma
$17M 691,105 +691,105 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.9M 565,710 +130,634 +30%
3AM
8
3D Asset Management
Connecticut
$12.3M 500,986 -2,258 -0.4%
Stifel Financial
9
Stifel Financial
Missouri
$11.1M 449,690 +14,664 +3%
SC
10
SouthState Corp
Florida
$9.39M 381,385 +12,299 +3%
AP
11
Atwood & Palmer
Missouri
$8.71M 354,045 +39,538 +13%
AA
12
Advisory Alpha
Michigan
$8.21M 323,830 +311,499 +2,526%
EC
13
Estate Counselors
Wisconsin
$8.08M 328,500 -6,750 -2%
DCM
14
DeGreen Capital Management
Arizona
$8.03M 326,428 +24,711 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.54M 306,262 +16,426 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.88M 279,308 -12,040 -4%
BCI
17
Brinker Capital Investments
Pennsylvania
$6.15M 249,755 -35,583 -12%
CT
18
Coastline Trust
Rhode Island
$6.09M 247,265 +42,835 +21%
RJA
19
Raymond James & Associates
Florida
$5.43M 220,574 +57,293 +35%
TPW
20
Tiller Private Wealth
Pennsylvania
$4.23M 172,023 +2,907 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$4.09M 165,584 +165,584 New
TYCC
22
Texas Yale Capital Corp
Florida
$4.06M 164,900 +38,750 +31%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.56M 144,541 +17,191 +13%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$3.52M 143,000 +143,000 New
LPL Financial
25
LPL Financial
California
$3.29M 133,347 -10,053 -7%