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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

57 hedge funds and large institutions have $232M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
5
Increased
26
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
6M
1
6 Meridian
Kansas
$19.2M
2
HC
2
HNP Capital
New York
$8.23M
3
Invesco
3
Invesco
Georgia
$21.5M
4
MMM
4
Mendel Money Management
Illinois
$2.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.7M
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$222K
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
BC
4
Barnett & Company
Tennessee
$5.84M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.39M 56,526 -39,501 -41%
ACA
27
Aptus Capital Advisors
Alabama
$1.37M 55,561 +1,191 +2%
CSA
28
Cottage Street Advisors
Massachusetts
$1.33M 53,953 -20,988 -28%
AWS
29
AJ Wealth Strategies
New York
$1.26M 51,195 +10,540 +26%
S
30
SignatureFD
Georgia
$1.24M 50,333 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$938K 38,077 +14,486 +61%
RIG
32
Roosevelt Investment Group
New York
$841K 34,159 -764 -2%
BCI
33
Brinker Capital Investments
Pennsylvania
$758K 30,784 +12,032 +64%
RMAM
34
Raab & Moskowitz Asset Management
New Jersey
$648K 26,370 -8,273 -24%
N
35
Natixis
France
$597K 24,263 +6,469 +36%
GC
36
Grimes & Company
Massachusetts
$565K 22,963 – –
IA
37
IFP Advisors
Florida
$471K 19,184 +121 +0.6%
WTC
38
WhitTier Trust Company
Nevada
$471K 19,144 +15,000 +362%
AA
39
AlphaMark Advisors
Kentucky
$371K 15,070 -12,512 -45%
WT
40
Whittier Trust
California
$304K 12,335 – –
OIA
41
OneDigital Investment Advisors
Kansas
$302K 12,238 +608 +5%
OPS
42
Orion Portfolio Solutions
Nebraska
$286K 11,630 +1,000 +9%
EWM
43
EPG Wealth Management
Georgia
$281K 11,434 +57 +0.5%
AFAS
44
Acorn Financial Advisory Services
Virginia
$271K 11,005 +67 +0.6%
RG
45
Retirement Group
California
$247K 10,040 +10,040 New
SSWM
46
Sheets Smith Wealth Management
North Carolina
$244K 9,896 +45 +0.5%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– – – –
RJA
48
Raymond James & Associates
Florida
$224K 9,114 -7,802 -46%
LFPWM
49
Leicht Financial Planning & Wealth Management
New Jersey
$222K 9,022 -63,226 -88%
HCM
50
Hudson Capital Management
New Jersey
$204K 8,304 +8,304 New
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