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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

95 hedge funds and large institutions have $492M invested in Invesco Variable Rate Investment Grade ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
35
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Courier Capital
New York
$19.3M
2
WWM
2
WT Wealth Management
Arizona
$13.1M
3
GFG
3
Goldstone Financial Group
Illinois
$5.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$11M
5
LPL Financial
5
LPL Financial
California
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.2M
2
Invesco
2
Invesco
Georgia
$182M
3
VRM
3
Vectors Research Management
New York
$20.6M
4
PMG
4
ProVise Management Group
Florida
$0
5
SB
5
Sunflower Bank
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$3.09M -$61K -2,450 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.08M -$71.2K -2,860 -2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.02M +$3.02M +121,288 New
MCM
29
Mainstay Capital Management
Michigan
$2.91M +$2.91M +116,755 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.54M +$2.54M +101,960 New
KFP
31
KMG Fiduciary Partners
Ohio
$2.51M -$264K -10,615 -10%
Corient Private Wealth
32
Corient Private Wealth
Florida
$2.26M -$172K -6,926 -7%
BW
33
Bison Wealth
Georgia
$1.99M +$114K +4,567 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.9M -$95.7K -3,843 -5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.89M +$34.5K +1,387 +2%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.81M +$818K +32,861 +82%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.75M +$53.2K +2,137 +3%
MIH
38
Meitav Investment House
Israel
$1.72M -$74.5K -2,995 -4%
WT
39
Whittier Trust
California
$1.6M -$788K -31,690 -33%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.49M +$144K +5,769 +11%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +57,338 New
HIC
42
Holderness Investments Company
North Carolina
$1.4M +$176K +7,053 +14%
CFGS
43
Concourse Financial Group Securities
Alabama
$1.33M -$57.8K -2,322 -4%
EH
44
Equitable Holdings
New York
$1.33M +$647K +26,010 +95%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.28M +$35.7K +1,434 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$1.25M +$980K +39,370 +357%
TC
47
TAP Consulting
Missouri
$1.1M -$55.4K -2,227 -5%
N
48
Natixis
France
$959K -$11.1K -446 -1%
CSA
49
Cottage Street Advisors
Massachusetts
$907K -$49.6K -1,994 -5%
OP
50
ORG Partners
Indiana
$851K +$28.6K +1,147 +3%
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