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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

64 hedge funds and large institutions have $257M invested in Invesco Variable Rate Investment Grade ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
11
Increased
27
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$20.5M
2
KFP
2
KMG Fiduciary Partners
Ohio
$1.44M
3
Invesco
3
Invesco
Georgia
$18.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.7M
5
S
5
SignatureFD
Georgia
$1.25M

Top Sellers

1
AWA
1
ARS Wealth Advisors
Florida
$4.15M
2
Bank of America
2
Bank of America
North Carolina
$57.5M
3
RA
3
RFG Advisory
Alabama
$0
4
GCA
4
Greenwood Capital Associates
South Carolina
$356K
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$969K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.72M 69,273 -5,397 -7%
LPL Financial
27
LPL Financial
California
$1.72M 69,034 -7,152 -9%
CCA
28
Clearwater Capital Advisors
Illinois
$1.67M 66,927 -27,343 -29%
FFA
29
First Foundation Advisors
California
$1.48M 59,356 +12,365 +26%
KFP
30
KMG Fiduciary Partners
Ohio
$1.44M 57,948 +57,948 New
ACA
31
Aptus Capital Advisors
Alabama
$1.3M 52,357 -1,559 -3%
S
32
SignatureFD
Georgia
$1.25M 50,333 +50,333 New
ASN
33
Advisory Services Network
Georgia
$1.12M 44,878 – –
SBWM
34
Sunflower Bank Wealth Management
Arizona
$969K 38,960 -88,945 -70%
RHBC
35
R.H. Bluestein & Co
Michigan
$821K 32,985 +32,985 New
RIG
36
Roosevelt Investment Group
New York
$798K 32,065 – –
FTUS
37
Flow Traders U.S.
New York
$782K 31,412 -31,287 -50%
GC
38
Grimes & Company
Massachusetts
$671K 26,956 – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$651K 26,142 -5,004 -16%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$639K 25,669 +10,103 +65%
Citadel Advisors
41
Citadel Advisors
Florida
$566K 22,742 +22,742 New
BAM
42
Belpointe Asset Management
Nevada
$558K 22,410 +22,410 New
SRSA
43
S.R. Schill & Associates
Washington
$526K 21,144 – –
IA
44
IFP Advisors
Florida
$511K 20,517 +20,517 New
AA
45
AlphaMark Advisors
Kentucky
$467K 18,757 +1,781 +10%
RJA
46
Raymond James & Associates
Florida
$416K 16,702 -2,868 -15%
GCA
47
Greenwood Capital Associates
South Carolina
$356K 14,285 -100,740 -88%
WT
48
Whittier Trust
California
$315K 12,669 +450 +4%
RFC
49
Regions Financial Corp
Alabama
$311K 12,500 – –
OIA
50
OneDigital Investment Advisors
Kansas
$289K 11,630 +11,630 New
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