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Invesco Variable Rate Investment Grade ETF
VRIG

29 hedge funds and large institutions have $118M invested in Invesco Variable Rate Investment Grade ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

117% more capital invested

Capital invested by funds: $54.4M → $118M (+$63.6M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

38.31% more ownership

Funds ownership: 52.63% → 90.94% (+38%)

38% more funds holding

Funds holding: 21 → 29 (+8)

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$45.4M
2
HIC
Holderness Investments Company
North Carolina
+$4.97M
3
Stifel Financial
Stifel Financial
Missouri
+$3.64M
4
Morgan Stanley
Morgan Stanley
New York
+$2.83M
5
Bank of America
Bank of America
North Carolina
+$2.08M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$434K
2
BTS
BB&T Securities
Virginia
-$277K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$261K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$225K
5
UBS Group
UBS Group
Switzerland
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$35K -$225K -8,927 -86%
UBS Group
27
UBS Group
Switzerland
$31K -$20.1K -798 -39%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$26K +$8.53K +338 +48%
BWA
29
BDO Wealth Advisors
Florida
$9K +$8.83K +350 New
BTS
30
BB&T Securities
Virginia
– -$277K -11,000 Closed
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
– -$261K -10,342 Closed
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