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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

153 hedge funds and large institutions have $893M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$28.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
CIA
Concurrent Investment Advisors
Florida
+$4.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.01M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.6M
2
Invesco
Invesco
Georgia
-$48.2M
3
LCM
Lunt Capital Management
Utah
-$19.5M
4
Morgan Stanley
Morgan Stanley
New York
-$18.3M
5
AWS
Atria Wealth Solutions
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.49M +$2.03M +80,936 +45%
CIA
27
Concurrent Investment Advisors
Florida
$5.22M +$4.67M +186,587 +856%
JIR
28
James Investment Research
Ohio
$5.01M -$301K -12,006 -6%
WWM
29
Wagner Wealth Management
South Carolina
$4.97M -$69.7K -2,782 -1%
AssetMark Inc
30
AssetMark Inc
California
$4.73M -$83.6M -3,339,260 -95%
KFP
31
KMG Fiduciary Partners
Ohio
$4.3M +$250K +9,991 +6%
AA
32
Armis Advisers
Georgia
$3.98M +$602K +24,025 +18%
KA
33
Kovack Advisors
Florida
$3.84M -$10K -400 -0.3%
PAG
34
Private Advisor Group
New Jersey
$3.74M -$2.52M -100,747 -40%
BCM
35
Beaumont Capital Management
Massachusetts
$3.61M -$1.74M -69,469 -33%
MIA
36
Milestone Investment Advisors
Wisconsin
$3.53M +$271K +10,835 +8%
Corient Private Wealth
37
Corient Private Wealth
Florida
$3.32M +$78.6K +3,136 +2%
UWP
38
Uniting Wealth Partners
Kansas
$2.97M +$127K +5,069 +4%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.95M +$134K +5,351 +5%
BCI
40
Blue Capital Inc
Nebraska
$2.94M +$2.94M +117,271 New
RIA
41
Regal Investment Advisors
Michigan
$2.83M +$78.3K +3,127 +3%
VIM
42
Vista Investment Management
Pennsylvania
$2.83M +$175K +6,969 +7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.71M +$823K +32,839 +44%
OP
44
ORG Partners
Indiana
$2.59M +$173K +6,880 +7%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.5M +$151K +6,032 +6%
FFS
46
Founders Financial Securities
Maryland
$2.49M -$672K -26,832 -21%
GIA
47
Gladstone Institutional Advisory
Florida
$2.21M -$673K -26,852 -23%
LTI
48
Laffer Tengler Investments
Tennessee
$2.17M -$555K -22,141 -20%
HIC
49
Holderness Investments Company
North Carolina
$2.13M +$172K +6,858 +9%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.72M +$174K +6,940 +11%
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