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Invesco Variable Rate Investment Grade ETF

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, 55 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$83.6M
2 -$48.2M
3 -$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
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.49M
CIA
27
Concurrent Investment Advisors
Florida
$5.22M
JIR
28
James Investment Research
Ohio
$5.01M
WWM
29
Wagner Wealth Management
South Carolina
$4.97M
AssetMark Inc
30
AssetMark Inc
California
$4.73M
KFP
31
KMG Fiduciary Partners
Ohio
$4.3M
AA
32
Armis Advisers
Georgia
$3.98M
KA
33
Kovack Advisors
Florida
$3.84M
PAG
34
Private Advisor Group
New Jersey
$3.74M
BCM
35
Beaumont Capital Management
Massachusetts
$3.61M
MIA
36
Milestone Investment Advisors
Wisconsin
$3.53M
Corient Private Wealth
37
Corient Private Wealth
Florida
$3.32M
UWP
38
Uniting Wealth Partners
Kansas
$2.97M
First Trust Advisors
39
First Trust Advisors
Illinois
$2.95M
BCI
40
Blue Capital Inc
Nebraska
$2.94M
RIA
41
Regal Investment Advisors
Michigan
$2.83M
VIM
42
Vista Investment Management
Pennsylvania
$2.83M
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.71M
OP
44
ORG Partners
Indiana
$2.59M
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.5M
FFS
46
Founders Financial Securities
Maryland
$2.49M
GIA
47
Gladstone Institutional Advisory
Florida
$2.21M
LTI
48
Laffer Tengler Investments
Tennessee
$2.17M
HIC
49
Holderness Investments Company
North Carolina
$2.13M
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.72M