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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

60 hedge funds and large institutions have $215M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
19
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
6M
1
6 Meridian
Kansas
$9.89M
2
Jane Street
2
Jane Street
New York
$4.42M
3
LWM
3
Laidlaw Wealth Management
New York
$3.02M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$56.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.5M
2
HC
2
HNP Capital
New York
$0
3
AWA
3
ARS Wealth Advisors
Florida
$0
4
HIC
4
Holderness Investments Company
North Carolina
$2.49M
5
BMA
5
Brooks Moore & Associates
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RHBC
26
R.H. Bluestein & Co
Michigan
$1.51M 66,439 +8,580 +15%
ACA
27
Aptus Capital Advisors
Alabama
$1.24M 54,370 +2,370 +5%
BWA
28
Beam Wealth Advisors
Louisiana
$1.24M 54,321 +54,321 New
S
29
SignatureFD
Georgia
$1.15M 50,333 – –
RCAG
30
Rehmann Capital Advisory Group
Michigan
$1.03M 45,208 +45,208 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.02M 44,733 +6,131 +16%
AWS
32
AJ Wealth Strategies
New York
$924K 40,655 -27,278 -40%
RIG
33
Roosevelt Investment Group
New York
$794K 34,923 +2,858 +9%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$787K 34,643 -58,304 -63%
AA
35
AlphaMark Advisors
Kentucky
$627K 27,582 +1,774 +7%
HH
36
Hilltop Holdings
Texas
$588K 25,847 +25,847 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$536K 23,591 +23,591 New
GC
38
Grimes & Company
Massachusetts
$522K 22,963 -3,993 -15%
CCA
39
Clearwater Capital Advisors
Illinois
$504K 22,164 -13,245 -37%
BCI
40
Brinker Capital Investments
Pennsylvania
$426K 18,752 -3,866 -17%
IA
41
IFP Advisors
Florida
$415K 19,063 -1,172 -6%
N
42
Natixis
France
$405K 17,794 +5,271 +42%
GCA
43
Greenwood Capital Associates
South Carolina
$394K 17,340 -20 -0.1%
RJA
44
Raymond James & Associates
Florida
$385K 16,916 +1,125 +7%
TSS
45
Two Sigma Securities
New York
$309K 13,591 +13,591 New
WT
46
Whittier Trust
California
$280K 12,335 – –
OIA
47
OneDigital Investment Advisors
Kansas
$279K 11,630 – –
EWM
48
EPG Wealth Management
Georgia
$259K 11,377 -3,583 -24%
AFAS
49
Acorn Financial Advisory Services
Virginia
$249K 10,938 +948 +9%
OPS
50
Orion Portfolio Solutions
Nebraska
$242K 10,630 +10,630 New
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