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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$5.32M +$1.24M +49,291 +30%
JIR
27
James Investment Research
Ohio
$4.78M -$85.4K -3,400 -2%
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$4.66M -$140K -5,576 -3%
TCWM
29
Total Clarity Wealth Management
Illinois
$4.59M -$575K -22,902 -11%
EP
30
E6 Portfolios
Utah
$4.51M +$4.51M +179,797 New
PAG
31
Private Advisor Group
New Jersey
$4.36M +$625K +24,886 +17%
AssetMark Inc
32
AssetMark Inc
California
$4.12M -$417K -16,616 -9%
RIA
33
Regal Investment Advisors
Michigan
$4.04M -$2.1M -83,599 -34%
KA
34
Kovack Advisors
Florida
$3.79M +$59.9K +2,387 +2%
KAS
35
Kestra Advisory Services
Texas
$3.75M +$96.9K +3,858 +3%
First Trust Advisors
36
First Trust Advisors
Illinois
$3.67M +$179K +7,133 +5%
MIA
37
Milestone Investment Advisors
Wisconsin
$3.6M +$27.4K +1,092 +0.8%
Corient Private Wealth
38
Corient Private Wealth
Florida
$3.56M +$3.56M +141,838 New
TF
39
Thayer Financial
North Carolina
$3.46M +$3.46M +137,800 New
LTI
40
Laffer Tengler Investments
Tennessee
$3.3M -$1.46M -58,028 -31%
VIM
41
Vista Investment Management
Pennsylvania
$3.29M +$322K +12,823 +11%
OP
42
ORG Partners
Indiana
$3.25M +$363K +14,464 +13%
BCI
43
Blue Capital Inc
Nebraska
$3.1M +$84K +3,344 +3%
GFG
44
Goldstone Financial Group
Illinois
$3.09M +$22.5K +897 +0.7%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.89M +$158K +6,279 +6%
IA
46
IFP Advisors
Florida
$2.71M +$282K +11,227 +12%
PIWA
47
Prevail Innovative Wealth Advisors
Kansas
$2.66M +$393K +15,655 +17%
AWA
48
Arkadios Wealth Advisors
Georgia
$2.52M +$2.12M +84,252 +524%
GIA
49
Gladstone Institutional Advisory
Florida
$2.37M +$356K +14,190 +18%
HIC
50
Holderness Investments Company
North Carolina
$2.23M +$25.3K +1,007 +1%