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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.52%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
MIA
2
Milestone Investment Advisors
Wisconsin
$12M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$11.5M
4
LPL Financial
4
LPL Financial
California
$23.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
Invesco
1
Invesco
Georgia
$167M
2
HA
2
Harfst & Associates
Wyoming
$485K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
4
Jane Street
4
Jane Street
New York
$4.04M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.45M 99,140 +99,140 New
PMG
27
ProVise Management Group
Florida
$2.34M 94,869 +24,066 +34%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.09M 84,590 +12,930 +18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.01M 81,476 -61,320 -43%
FFA
30
First Foundation Advisors
California
$1.85M 74,717 +9,713 +15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.81M 73,233 -32,372 -31%
AWS
32
Atria Wealth Solutions
New York
$1.72M 69,608 +2,745 +4%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.69M 68,435 -504 -0.7%
MIH
34
Meitav Investment House
Israel
$1.56M 63,113 -38,258 -38%
CFGS
35
Concourse Financial Group Securities
Alabama
$1.35M 54,832 -4,004 -7%
TC
36
TAP Consulting
Missouri
$1.33M 53,714 +14,196 +36%
RJA
37
Raymond James & Associates
Florida
$1.3M 52,468 -79 -0.2%
LWM
38
Laidlaw Wealth Management
New York
$1.11M 44,926 +755 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.1M 44,553 -30,414 -41%
CPWA
40
Cerro Pacific Wealth Advisors
California
$1.09M 44,024 +326 +0.7%
WWM
41
WJ Wealth Management
Arizona
$973K 39,394 +39,394 New
HIC
42
Holderness Investments Company
North Carolina
$960K 38,861 +180 +0.5%
ACM
43
Arlington Capital Management
Illinois
$926K 37,471 +6,763 +22%
SPC
44
Sigma Planning Corp
Michigan
$787K 31,838 +31,838 New
HWA
45
HHM Wealth Advisors
Tennessee
$764K 30,930 – –
MMM
46
Mendel Money Management
Illinois
$751K 30,410 -2,004 -6%
N
47
Natixis
France
$637K 25,778 +25,778 New
BEC
48
Blue Edge Capital
Virginia
$543K 21,964 – –
TYCC
49
Texas Yale Capital Corp
Florida
$535K 21,637 -6,999 -24%
GC
50
Grimes & Company
Massachusetts
$495K 20,043 – –
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