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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

114 hedge funds and large institutions have $703M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
54
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$201M
2
LPL Financial
2
LPL Financial
California
$67.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.2M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$12.1M
5
Wells Fargo
5
Wells Fargo
California
$8.3M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$4.07M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.44M
4
CC
4
Courier Capital
New York
$15.8M
5
VRM
5
Vectors Research Management
New York
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
Mainstay Capital Management
Michigan
$4.07M 162,066 -803,567 -83%
KA
27
Kovack Advisors
Florida
$3.87M 153,960 – –
BCM
28
Beaumont Capital Management
Massachusetts
$3.77M 150,087 +48,605 +48%
CFGS
29
Concourse Financial Group Securities
Alabama
$3.69M 146,904 +51,046 +53%
WWM
30
Wagner Wealth Management
South Carolina
$3.65M 145,085 +16,100 +12%
VIM
31
Vista Investment Management
Pennsylvania
$3.59M 142,930 -28,959 -17%
WWM
32
WJ Wealth Management
Arizona
$3.52M 139,912 +289 +0.2%
KFP
33
KMG Fiduciary Partners
Ohio
$3.43M 136,380 +5,545 +4%
SOS
34
Silver Oak Securities
Tennessee
$3.41M 135,794 -1,274 -0.9%
MIA
35
Milestone Investment Advisors
Wisconsin
$3.28M 130,477 -563 -0.4%
FFS
36
Founders Financial Securities
Maryland
$3.24M 129,026 +25,070 +24%
CPWA
37
Cerro Pacific Wealth Advisors
California
$3.24M 128,911 +128,911 New
CAL
38
Capital Analysts LLC
Pennsylvania
$2.55M 101,433 -513 -0.5%
RIA
39
Regal Investment Advisors
Michigan
$2.48M 98,466 +5,538 +6%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.34M 93,159 -9,536 -9%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2.31M 92,058 -18,322 -17%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.27M 90,407 +24,478 +37%
FA
43
Fiduciary Alliance
South Carolina
$2.24M 88,960 +6,361 +8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.17M 86,514 +5,418 +7%
IGWM
45
ICA Group Wealth Management
Colorado
$2.15M 85,424 +74,049 +651%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.14M 85,152 +9,708 +13%
RJA
47
Raymond James & Associates
Florida
$2.12M 84,384 -3,662 -4%
AWA
48
Arete Wealth Advisors
Illinois
$2.09M 83,126 +2,393 +3%
Corient Private Wealth
49
Corient Private Wealth
Florida
$2.05M 81,599 +5,471 +7%
PHWM
50
Pine Harbor Wealth Management
Maryland
$1.93M 76,935 -7,178 -9%
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