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Invesco Variable Rate Preferred ETF

208 hedge funds and large institutions have $958M invested in Invesco Variable Rate Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $875M → $958M (+$83.2M)

1% more funds holding

Funds holding: 206208 (+2)

0.48% less ownership

Funds ownership: 49.19%48.71% (-0.48%)

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
109
Reduced
50
Closed
12
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
$148M +$19.1M +725,117 +15%
Morgan Stanley
2
Morgan Stanley
New York
$98.4M +$15.2M +577,117 +18%
Wells Fargo
3
Wells Fargo
California
$63.7M +$5.49M +208,130 +9%
UBS Group
4
UBS Group
Switzerland
$57M +$10.1M +382,756 +21%
SI
5
Stephens Inc
Arkansas
$44.6M +$4.28M +162,325 +11%
Invesco
6
Invesco
Georgia
$33.7M +$151K +5,728 +0.4%
ECM
7
Evergreen Capital Management
Washington
$23.3M +$893K +33,874 +4%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$18.3M +$429K +16,266 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.3M +$1.8M +68,353 +11%
AP
10
Atwood & Palmer
Missouri
$18.3M +$636K +24,125 +4%
Goldman Sachs
11
Goldman Sachs
New York
$16.6M +$1.74M +66,154 +12%
FHA
12
First Horizon Advisors
Tennessee
$16.2M +$615K +23,328 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$16.1M +$16.2M +613,402 New
1IA
14
1834 Investment Advisors
Wisconsin
$15.6M +$1.9M +71,945 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14.7M +$2.15M +81,569 +17%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$14.1M +$3.4M +128,805 +32%
RJA
17
Raymond James & Associates
Florida
$13.4M +$3.89M +147,488 +41%
Osaic Holdings
18
Osaic Holdings
Arizona
$12.9M +$1.53M +57,895 +13%
LPL Financial
19
LPL Financial
California
$10.3M +$916K +34,747 +10%
CT
20
Coastline Trust
Rhode Island
$9.26M +$851K +32,255 +10%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.1M +$3.5M +132,805 +62%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$9.04M +$461K +17,499 +5%
BFO
23
Boston Family Office
Massachusetts
$8.87M +$166K +6,312 +2%
LWA
24
LWS Wealth Advisors
New Jersey
$7.4M +$248K +9,396 +3%
WT
25
Whittier Trust
California
$6.99M +$670K +25,425 +11%

VRP Hedge Fund Activity: Q3 2021 in Review

208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Preferred ETF (VRP) for Q3 2021, worth a combined $958M — up 9.5% from $875M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VRP positions and 12 closed out — a net gain of 3 holders — while 109 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was MD Financial Management, cutting an estimated $7.73M.

  • 208 institutional investors held Invesco Variable Rate Preferred ETF (VRP) as of Q3 2021, up from 206 in Q2 2021.
  • Funds reported $958M of Invesco Variable Rate Preferred ETF stock for Q3 2021, up 9.5% quarter-over-quarter.
  • 15 funds opened new Invesco Variable Rate Preferred ETF positions in Q3 2021 and 12 closed out, a net change of +3 holders.
  • The largest Invesco Variable Rate Preferred ETF buyer in Q3 2021 was Bank of America, an estimated $19.1M added.
  • The largest Invesco Variable Rate Preferred ETF seller in Q3 2021 was MD Financial Management, an estimated $7.73M sold.

Based on aggregated 13F filings for Q3 2021.