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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82.6M
2
LCM
2
Lunt Capital Management
Utah
$21.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$5.53M
4
EH
4
Equitable Holdings
New York
$14.9M
5
BCI
5
Blue Capital Inc
Nebraska
$3.03M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CC
3
Courier Capital
New York
$12M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$9.77M
5
FFS
5
Founders Financial Securities
Maryland
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
AAA
26
American Alpha Advisors
New York
$5.72M 227,685 +10,282 +5%
Raymond James Financial
27
Raymond James Financial
Florida
$5.53M 219,988 +219,988 New
JIR
28
James Investment Research
Ohio
$5.42M 215,921 -343 -0.2%
BCM
29
Beaumont Capital Management
Massachusetts
$4.95M 197,286 +43,198 +28%
WWM
30
Wagner Wealth Management
South Carolina
$4.7M 187,005 +22,716 +14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.07M 162,011 +13,471 +9%
KA
32
Kovack Advisors
Florida
$3.86M 153,862 -2,098 -1%
SOS
33
Silver Oak Securities
Tennessee
$3.83M 152,643 +11,278 +8%
CFGS
34
Concourse Financial Group Securities
Alabama
$3.59M 142,643 -1,918 -1%
KFP
35
KMG Fiduciary Partners
Ohio
$3.24M 129,123 -4,730 -4%
BCI
36
Blue Capital Inc
Nebraska
$3.03M 120,742 +120,742 New
MIA
37
Milestone Investment Advisors
Wisconsin
$2.98M 118,719 -5,269 -4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$2.97M 118,238 +7,522 +7%
UWP
39
Uniting Wealth Partners
Kansas
$2.93M 116,473 +116,473 New
FA
40
Fiduciary Alliance
South Carolina
$2.86M 113,963 +14,080 +14%
VIM
41
Vista Investment Management
Pennsylvania
$2.86M 113,952 -23,005 -17%
RIA
42
Regal Investment Advisors
Michigan
$2.69M 107,294 +3,542 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.47M 98,385 +785 +0.8%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.31M 92,137 +5,879 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.19M 86,991 -11,592 -12%
AWA
46
Arete Wealth Advisors
Illinois
$2.04M 81,036 +1,757 +2%
HIC
47
Holderness Investments Company
North Carolina
$1.62M 64,420 +3,753 +6%
LTI
48
Laffer Tengler Investments
Tennessee
$1.6M 63,509 +7,636 +14%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.57M 62,460 -89 -0.1%
BEI
50
Benjamin Edwards Inc
Missouri
$1.56M 61,983 -3,361 -5%
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