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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

150 hedge funds and large institutions have $893M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
56
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$132M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$37.8M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.22M
4
BCI
4
Blue Capital Inc
Nebraska
$2.94M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.49M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.73M
2
Invesco
2
Invesco
Georgia
$264M
3
LCM
3
Lunt Capital Management
Utah
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$57.1M
5
AWS
5
Atria Wealth Solutions
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$264M 10,547,972 -1,923,765 -15%
LPL Financial
2
LPL Financial
California
$132M 5,277,124 +1,137,784 +27%
Morgan Stanley
3
Morgan Stanley
New York
$57.1M 2,280,690 -731,425 -24%
Osaic Holdings
4
Osaic Holdings
Arizona
$37.8M 1,505,101 +488,224 +48%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.5M 979,802 +21,924 +2%
FP
6
Fiduciary Planning
Florida
$24.3M 969,901 -111,022 -10%
Stifel Financial
7
Stifel Financial
Missouri
$19.2M 766,661 -14,683 -2%
EH
8
Equitable Holdings
New York
$17.2M 685,767 +6,545 +1%
CCIA
9
Cherry Creek Investment Advisors
Colorado
$16.4M 654,183 -55,767 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M 600,557 -17,614 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$14.4M 576,615 +6,938 +1%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$13.9M 553,728 +61,349 +12%
SB
13
Sunflower Bank
Texas
$13.8M 552,759 +17,623 +3%
GFG
14
Goldstone Financial Group
Illinois
$11.6M 463,093 +19,165 +4%
CA
15
Calton & Associates
Florida
$10.5M 420,042 +48,452 +13%
Raymond James Financial
16
Raymond James Financial
Florida
$9.66M 385,708 +80,277 +26%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.6M 383,130 -119 -0%
Wells Fargo
18
Wells Fargo
California
$8.94M 357,016 -121,453 -25%
BFA
19
Beaumont Financial Advisors
Massachusetts
$8.42M 336,227 -95,487 -22%
CPWA
20
Cerro Pacific Wealth Advisors
California
$8.36M 333,583 +72,829 +28%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.03M 320,425 -18,804 -6%
VRM
22
Vectors Research Management
New York
$7.96M 317,682 +65,023 +26%
TCWM
23
Total Clarity Wealth Management
Illinois
$7.41M 295,820 -93,242 -24%
PCM
24
Parsons Capital Management
Rhode Island
$7.37M 294,116 +12,867 +5%
CC
25
Courier Capital
New York
$6.95M 277,388 +47,351 +21%
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