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Invesco Variable Rate Investment Grade ETF

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$183M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 129145 (+16)

3.97% less ownership

Funds ownership: 76.38%72.41% (-4%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
26
Vectors Research Management
New York
$6.34M -$8.49M -338,066 -57%
AWS
27
Atria Wealth Solutions
New York
$6.33M -$126K -5,010 -2%
PAG
28
Private Advisor Group
New Jersey
$6.27M +$485K +19,307 +8%
CC
29
Courier Capital
New York
$5.77M -$6.25M -248,751 -52%
BCM
30
Beaumont Capital Management
Massachusetts
$5.36M +$413K +16,434 +8%
JIR
31
James Investment Research
Ohio
$5.32M -$98.2K -3,909 -2%
WWMSC
32
Wagner Wealth Management (South Carolina)
South Carolina
$5.04M +$354K +14,095 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.46M +$403K +16,024 +10%
KFP
34
KMG Fiduciary Partners
Ohio
$4.06M +$819K +32,606 +25%
KA
35
Kovack Advisors
Florida
$3.86M -$854 -34 -0%
AA
36
Armis Advisers
Georgia
$3.38M +$3.38M +134,684 New
GWM
37
Geneos Wealth Management
Colorado
$3.27M +$3.25M +129,284 +10,038%
MIA
38
Milestone Investment Advisors
Wisconsin
$3.26M +$287K +11,414 +10%
Corient Private Wealth
39
Corient Private Wealth
Florida
$3.25M +$282K +11,204 +9%
FFS
40
Founders Financial Securities
Maryland
$3.15M +$2.19M +87,142 +223%
GIA
41
Gladstone Institutional Advisory
Florida
$2.89M +$2.9M +115,269 New
FA
42
Fiduciary Alliance
South Carolina
$2.86M +$4.47K +178 +0.2%
UWP
43
Uniting Wealth Partners
Kansas
$2.85M -$69.9K -2,784 -2%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.82M +$355K +14,119 +14%
RIA
45
Regal Investment Advisors
Michigan
$2.75M +$63.2K +2,514 +2%
LTI
46
Laffer Tengler Investments
Tennessee
$2.73M +$1.14M +45,374 +71%
VIM
47
Vista Investment Management
Pennsylvania
$2.66M -$202K -8,049 -7%
OP
48
ORG Partners
Indiana
$2.41M +$2.42M +96,454 New
Citadel Advisors
49
Citadel Advisors
Florida
$2.36M +$2.37M +94,168 New
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.35M +$39K +1,553 +2%