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Invesco Variable Rate Preferred ETF

161 hedge funds and large institutions have $636M invested in Invesco Variable Rate Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $629M → $636M (+$7.6M)

0.03% more ownership

Funds ownership: 46.61%46.64% (+0.03%)

2% less funds holding

Funds holding: 165161 (-4)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
161
Holders Change
-4
Holders Change %
-2.42%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
75
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$82.9M -$5.83M -252,408 -7%
Bank of America
2
Bank of America
North Carolina
$72.4M -$98.1K -4,243 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$65.8M -$1.31M -56,732 -2%
UBS Group
4
UBS Group
Switzerland
$43.8M -$4.48M -193,859 -9%
Invesco
5
Invesco
Georgia
$41.4M -$378K -16,372 -0.9%
Wells Fargo
6
Wells Fargo
California
$38.2M -$4.15M -179,581 -10%
Goldman Sachs
7
Goldman Sachs
New York
$17.6M +$8.78M +379,781 +103%
AP
8
Atwood & Palmer
Missouri
$17.4M +$375K +16,230 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M +$3.31M +143,051 +31%
SI
10
Stephens Inc
Arkansas
$13.7M +$5.42M +234,668 +67%
FHA
11
First Horizon Advisors
Tennessee
$10.8M +$462K +19,979 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$10.2M +$109K +4,711 +1%
Jane Street
13
Jane Street
New York
$9.54M -$26.5M -1,146,004 -74%
MFM
14
MD Financial Management
Ontario, Canada
$8.11M +$2.4M +103,678 +43%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.65M -$448K -19,389 -6%
1IA
16
1834 Investment Advisors
Wisconsin
$7.25M +$109K +4,732 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$7.06M +$1.71M +74,200 +33%
TYCC
18
Texas Yale Capital Corp
Florida
$5.18M -$164K -7,094 -3%
KFP
19
KMG Fiduciary Partners
Ohio
$5.17M -$754K -32,621 -13%
LPL Financial
20
LPL Financial
California
$5.13M +$1.72M +74,390 +52%
Citigroup
21
Citigroup
New York
$5.11M -$632K -27,368 -11%
JP Morgan Chase
22
JP Morgan Chase
New York
$5.04M -$1.18M -50,927 -19%
Ameriprise
23
Ameriprise
Minnesota
$4.79M -$607K -26,283 -11%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.67M -$1.01M -43,532 -18%
RJA
25
Raymond James & Associates
Florida
$4.65M +$912K +39,470 +25%

VRP Hedge Fund Activity: Q2 2020 in Review

161 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q2 2020, worth a combined $636M — up 1.2% from $629M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of VRP and 19 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 45 added.

The largest buyer was Goldman Sachs, adding an estimated $8.78M. The largest seller was Jane Street, cutting an estimated $26.5M.

  • 161 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q2 2020, down from 165 in Q1 2020.
  • Funds reported $636M of Invesco Variable Rate Preferred ETF stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 19 funds opened new Invesco Variable Rate Preferred ETF positions in Q2 2020 and 22 closed out, a net change of -3 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q2 2020 was Goldman Sachs, an estimated $8.78M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q2 2020 was Jane Street, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2020.