We are live on ! Find out more
VRIG icon

Invesco Variable Rate Investment Grade ETF

94 hedge funds and large institutions have $481M invested in Invesco Variable Rate Investment Grade ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

12% more funds holding

Funds holding: 8494 (+10)

5% more ownership

Funds ownership: 82.7%87.7% (+5%)

2% more capital invested

Capital invested by funds: $474M → $481M (+$7.31M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
27
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.45M +$2.44M +99,140 New
PMG
27
ProVise Management Group
Florida
$2.34M +$593K +24,066 +34%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.09M +$319K +12,930 +18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.01M -$1.51M -61,320 -43%
FFA
30
First Foundation Advisors
California
$1.85M +$239K +9,713 +15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.81M -$798K -32,372 -31%
AWS
32
Atria Wealth Solutions
New York
$1.72M +$67.6K +2,745 +4%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.69M -$12.4K -504 -0.7%
MIH
34
Meitav Investment House
Israel
$1.56M -$943K -38,258 -38%
CFGS
35
Concourse Financial Group Securities
Alabama
$1.35M -$98.7K -4,004 -7%
TC
36
TAP Consulting
Missouri
$1.33M +$350K +14,196 +36%
RJA
37
Raymond James & Associates
Florida
$1.3M -$1.95K -79 -0.2%
LWM
38
Laidlaw Wealth Management
New York
$1.11M +$18.6K +755 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.1M -$749K -30,414 -41%
CPWA
40
Cerro Pacific Wealth Advisors
California
$1.09M +$8.03K +326 +0.7%
WWM
41
WJ Wealth Management
Arizona
$973K +$971K +39,394 New
HIC
42
Holderness Investments Company
North Carolina
$960K +$4.43K +180 +0.5%
ACM
43
Arlington Capital Management
Illinois
$926K +$167K +6,763 +22%
SPC
44
Sigma Planning Corp
Michigan
$787K +$784K +31,838 New
HWA
45
HHM Wealth Advisors
Tennessee
$764K
MMM
46
Mendel Money Management
Illinois
$751K -$49.4K -2,004 -6%
N
47
Natixis
France
$637K +$635K +25,778 New
BEC
48
Blue Edge Capital
Virginia
$543K
TYCC
49
Texas Yale Capital Corp
Florida
$535K -$172K -6,999 -24%
GC
50
Grimes & Company
Massachusetts
$495K