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Invesco Variable Rate Preferred ETF

206 hedge funds and large institutions have $875M invested in Invesco Variable Rate Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

182% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 39

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more capital invested

Capital invested by funds: $748M → $875M (+$126M)

10% more funds holding

Funds holding: 188206 (+18)

0.49% more ownership

Funds ownership: 48.7%49.19% (+0.49%)

Holders
206
Holders Change
+18
Holders Change %
+9.57%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
110
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$130M +$24.9M +952,340 +24%
Morgan Stanley
2
Morgan Stanley
New York
$83.5M +$9.14M +349,846 +12%
Wells Fargo
3
Wells Fargo
California
$58.5M +$8.09M +309,718 +16%
UBS Group
4
UBS Group
Switzerland
$47.1M +$4.6M +175,943 +11%
SI
5
Stephens Inc
Arkansas
$40.5M +$1.93M +73,749 +5%
Invesco
6
Invesco
Georgia
$33.6M -$4.22M -161,580 -11%
ECM
7
Evergreen Capital Management
Washington
$22.5M +$637K +24,395 +3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$18M +$378K +14,464 +2%
AP
9
Atwood & Palmer
Missouri
$17.7M -$535K -20,463 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.6M +$15.3M +584,686 +1,257%
FHA
11
First Horizon Advisors
Tennessee
$15.6M +$2.11M +80,864 +16%
Goldman Sachs
12
Goldman Sachs
New York
$14.9M -$13.5M -515,607 -48%
1IA
13
1834 Investment Advisors
Wisconsin
$13.7M +$1.73M +66,055 +15%
MFM
14
MD Financial Management
Ontario, Canada
$13.2M +$680K +26,028 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.6M +$795K +30,410 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.5M +$1.85M +70,963 +19%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.7M +$7.82M +299,356 +275%
RJA
18
Raymond James & Associates
Florida
$9.52M +$4.2M +160,751 +80%
LPL Financial
19
LPL Financial
California
$9.38M +$1.35M +51,671 +17%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.15M +$5.67M +217,000 +166%
BFO
21
Boston Family Office
Massachusetts
$8.73M +$111K +4,253 +1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$8.6M +$766K +29,335 +10%
CT
23
Coastline Trust
Rhode Island
$8.44M +$177K +6,765 +2%
Ameriprise
24
Ameriprise
Minnesota
$7.29M +$2.75M +105,406 +61%
LWA
25
LWS Wealth Advisors
New Jersey
$7.17M +$2.75M +105,178 +63%

VRP Hedge Fund Activity: Q2 2021 in Review

206 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q2 2021, worth a combined $875M — up 17% from $748M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VRP positions and 10 closed out — a net gain of 19 holders — while 110 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $24.9M. The largest seller was Goldman Sachs, cutting an estimated $13.5M.

  • 206 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q2 2021, up from 188 in Q1 2021.
  • Funds reported $875M of Invesco Variable Rate Preferred ETF stock for Q2 2021, up 17% quarter-over-quarter.
  • 29 funds opened new Invesco Variable Rate Preferred ETF positions in Q2 2021 and 10 closed out, a net change of +19 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q2 2021 was Bank of America, an estimated $24.9M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q2 2021 was Goldman Sachs, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2021.