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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

67 hedge funds and large institutions have $249M invested in Invesco Variable Rate Investment Grade ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
9
Increased
27
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$24.9M
2
KFP
2
KMG Fiduciary Partners
Ohio
$5.4M
3
Bank of America
3
Bank of America
North Carolina
$60.6M
4
HC
4
HNP Capital
New York
$7.36M
5
VRM
5
Vectors Research Management
New York
$7.29M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$565K
2
Jane Street
2
Jane Street
New York
$0
3
CCA
3
Clearwater Capital Advisors
Illinois
$884K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$2.04M 81,740 +12,706 +18%
AWS
27
AJ Wealth Strategies
New York
$1.7M 67,933 -2,957 -4%
RHBC
28
R.H. Bluestein & Co
Michigan
$1.44M 57,859 +24,874 +75%
ACA
29
Aptus Capital Advisors
Alabama
$1.3M 52,000 -357 -0.7%
S
30
SignatureFD
Georgia
$1.26M 50,333 – –
SWP
31
Stratos Wealth Partners
Ohio
$1.06M 42,450 +42,450 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$964K 38,602 +12,933 +50%
SBWM
33
Sunflower Bank Wealth Management
Arizona
$894K 35,820 -3,140 -8%
CCA
34
Clearwater Capital Advisors
Illinois
$884K 35,409 -31,518 -47%
RIG
35
Roosevelt Investment Group
New York
$800K 32,065 – –
GC
36
Grimes & Company
Massachusetts
$673K 26,956 – –
AA
37
AlphaMark Advisors
Kentucky
$644K 25,808 +7,051 +38%
LFPWM
38
Leicht Financial Planning & Wealth Management
New Jersey
$620K 24,829 +24,829 New
BCI
39
Brinker Capital Investments
Pennsylvania
$565K 22,618 -1,132,406 -98%
BAM
40
Belpointe Asset Management
Nevada
$551K 22,060 -350 -2%
ASN
41
Advisory Services Network
Georgia
$537K 21,521 -23,357 -52%
SRSA
42
S.R. Schill & Associates
Washington
$521K 20,874 -270 -1%
IA
43
IFP Advisors
Florida
$505K 20,235 -282 -1%
GCA
44
Greenwood Capital Associates
South Carolina
$433K 17,360 +3,075 +22%
RJA
45
Raymond James & Associates
Florida
$394K 15,791 -911 -5%
EWM
46
EPG Wealth Management
Georgia
$373K 14,960 +14,960 New
OC
47
Oppenheimer & Co
New York
$371K 14,879 +14,879 New
RFC
48
Regions Financial Corp
Alabama
$312K 12,500 – –
N
49
Natixis
France
$312K 12,523 +1,268 +11%
Citadel Advisors
50
Citadel Advisors
Florida
$311K 12,457 -10,285 -45%
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