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Invesco Variable Rate Investment Grade ETF

144 hedge funds and large institutions have $919M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$6.14M
TCWM
27
Total Clarity Wealth Management
Illinois
$5.17M
JIR
28
James Investment Research
Ohio
$4.86M
WWM
29
Wagner Wealth Management
South Carolina
$4.8M
LTI
30
Laffer Tengler Investments
Tennessee
$4.75M
AssetMark Inc
31
AssetMark Inc
California
$4.54M
KFP
32
KMG Fiduciary Partners
Ohio
$4.38M
CIA
33
Concurrent Investment Advisors
Florida
$4.09M
AA
34
Armis Advisers
Georgia
$3.79M
PAG
35
Private Advisor Group
New Jersey
$3.73M
KA
36
Kovack Advisors
Florida
$3.73M
BCM
37
Beaumont Capital Management
Massachusetts
$3.71M
KAS
38
Kestra Advisory Services
Texas
$3.65M
HA
39
Harfst & Associates
Wyoming
$3.6M
MIA
40
Milestone Investment Advisors
Wisconsin
$3.58M
First Trust Advisors
41
First Trust Advisors
Illinois
$3.49M
Truist Financial
42
Truist Financial
North Carolina
$3.47M
GFG
43
Goldstone Financial Group
Illinois
$3.06M
BCI
44
Blue Capital Inc
Nebraska
$3.02M
VIM
45
Vista Investment Management
Pennsylvania
$2.97M
OP
46
ORG Partners
Indiana
$2.88M
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.73M
VCA
48
Verdence Capital Advisors
Maryland
$2.45M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.43M
IA
50
IFP Advisors
Florida
$2.43M