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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$88.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
LPL Financial
3
LPL Financial
California
$104M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14M

Top Sellers

1
VRM
1
Vectors Research Management
New York
$6.34M
2
CC
2
Courier Capital
New York
$5.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
AAA
4
American Alpha Advisors
New York
$0
5
Invesco
5
Invesco
Georgia
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
VRM
26
Vectors Research Management
New York
$6.34M 252,659 -338,066 -57%
AWS
27
Atria Wealth Solutions
New York
$6.33M 252,205 -5,010 -2%
PAG
28
Private Advisor Group
New Jersey
$6.27M 250,176 +19,307 +8%
CC
29
Courier Capital
New York
$5.77M 230,037 -248,751 -52%
BCM
30
Beaumont Capital Management
Massachusetts
$5.36M 213,720 +16,434 +8%
JIR
31
James Investment Research
Ohio
$5.32M 212,012 -3,909 -2%
WWM
32
Wagner Wealth Management
South Carolina
$5.04M 201,100 +14,095 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.47M 178,035 +16,024 +10%
KFP
34
KMG Fiduciary Partners
Ohio
$4.06M 161,729 +32,606 +25%
KA
35
Kovack Advisors
Florida
$3.86M 153,828 -34 -0%
AA
36
Armis Advisers
Georgia
$3.38M 134,684 +134,684 New
GWM
37
Geneos Wealth Management
Colorado
$3.27M 130,572 +129,284 +10,038%
MIA
38
Milestone Investment Advisors
Wisconsin
$3.26M 130,133 +11,414 +10%
Corient Private Wealth
39
Corient Private Wealth
Florida
$3.25M 129,442 +11,204 +9%
FFS
40
Founders Financial Securities
Maryland
$3.15M 126,217 +87,142 +223%
GIA
41
Gladstone Institutional Advisory
Florida
$2.89M 115,269 +115,269 New
FA
42
Fiduciary Alliance
South Carolina
$2.86M 114,141 +178 +0.2%
UWP
43
Uniting Wealth Partners
Kansas
$2.85M 113,689 -2,784 -2%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.82M 112,504 +14,119 +14%
RIA
45
Regal Investment Advisors
Michigan
$2.75M 109,808 +2,514 +2%
LTI
46
Laffer Tengler Investments
Tennessee
$2.73M 108,883 +45,374 +71%
VIM
47
Vista Investment Management
Pennsylvania
$2.66M 105,903 -8,049 -7%
OP
48
ORG Partners
Indiana
$2.41M 96,454 +96,454 New
Citadel Advisors
49
Citadel Advisors
Florida
$2.36M 94,168 +94,168 New
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.35M 93,690 +1,553 +2%
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