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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.49M 258,971 +80,936 +45%
CIA
27
Concurrent Investment Advisors
Florida
$5.22M 208,376 +186,587 +856%
JIR
28
James Investment Research
Ohio
$5.01M 200,006 -12,006 -6%
WWM
29
Wagner Wealth Management
South Carolina
$4.97M 198,318 -2,782 -1%
AssetMark Inc
30
AssetMark Inc
California
$4.73M 188,651 -3,339,260 -95%
KFP
31
KMG Fiduciary Partners
Ohio
$4.3M 171,720 +9,991 +6%
AA
32
Armis Advisers
Georgia
$3.98M 158,709 +24,025 +18%
KA
33
Kovack Advisors
Florida
$3.84M 153,428 -400 -0.3%
PAG
34
Private Advisor Group
New Jersey
$3.74M 149,429 -100,747 -40%
BCM
35
Beaumont Capital Management
Massachusetts
$3.61M 144,251 -69,469 -33%
MIA
36
Milestone Investment Advisors
Wisconsin
$3.53M 140,968 +10,835 +8%
Corient Private Wealth
37
Corient Private Wealth
Florida
$3.32M 132,578 +3,136 +2%
UWP
38
Uniting Wealth Partners
Kansas
$2.97M 118,758 +5,069 +4%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.95M 117,855 +5,351 +5%
BCI
40
Blue Capital Inc
Nebraska
$2.94M 117,271 +117,271 New
RIA
41
Regal Investment Advisors
Michigan
$2.83M 112,935 +3,127 +3%
VIM
42
Vista Investment Management
Pennsylvania
$2.83M 112,872 +6,969 +7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.71M 108,224 +32,839 +44%
OP
44
ORG Partners
Indiana
$2.59M 103,334 +6,880 +7%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.5M 99,722 +6,032 +6%
FFS
46
Founders Financial Securities
Maryland
$2.49M 99,385 -26,832 -21%
GIA
47
Gladstone Institutional Advisory
Florida
$2.21M 88,417 -26,852 -23%
LTI
48
Laffer Tengler Investments
Tennessee
$2.17M 86,742 -22,141 -20%
HIC
49
Holderness Investments Company
North Carolina
$2.13M 85,103 +6,858 +9%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.72M 68,764 +6,940 +11%
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