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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Courier Capital
New York
$7.05M -$60.5K -2,408 -0.8%
BFA
27
Beaumont Financial Advisors
Massachusetts
$6.13M -$1.78M -70,958 -22%
KFP
28
KMG Fiduciary Partners
Ohio
$5.93M +$133K +5,284 +2%
EP
29
E6 Portfolios
Utah
$5.87M +$1.38M +54,838 +30%
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$4.67M +$20.4K +814 +0.4%
JIR
31
James Investment Research
Ohio
$4.52M -$242K -9,643 -5%
TF
32
Thayer Financial
North Carolina
$4.48M +$1.04M +41,220 +30%
TCWM
33
Total Clarity Wealth Management
Illinois
$4.46M -$124K -4,944 -3%
PAG
34
Private Advisor Group
New Jersey
$4.4M +$53.2K +2,118 +1%
MFA
35
Mayflower Financial Advisors
Massachusetts
$4.35M +$2.88M +114,722 +194%
SAW
36
Signal Advisors Wealth
Michigan
$4.14M +$2.67M +106,214 +179%
Truist Financial
37
Truist Financial
North Carolina
$4.12M +$2.1M +83,684 +103%
BCI
38
Blue Capital Inc
Nebraska
$4.11M +$1.02M +40,589 +33%
First Trust Advisors
39
First Trust Advisors
Illinois
$4.07M +$409K +16,290 +11%
AssetMark Inc
40
AssetMark Inc
California
$3.98M -$129K -5,119 -3%
KAS
41
Kestra Advisory Services
Texas
$3.91M +$168K +6,671 +4%
RIA
42
Regal Investment Advisors
Michigan
$3.81M -$215K -8,573 -5%
NA
43
NewEdge Advisors
Louisiana
$3.68M +$3.12M +124,182 +546%
MIA
44
Milestone Investment Advisors
Wisconsin
$3.64M +$49.8K +1,983 +1%
KA
45
Kovack Advisors
Florida
$3.61M -$174K -6,926 -5%
Corient Private Wealth
46
Corient Private Wealth
Florida
$3.56M
GSEP
47
Golden State Equity Partners
California
$3.27M +$3.28M +130,512 New
LWL
48
Leo Wealth LLC
Texas
$3.11M +$3.3M +131,440 New
GFG
49
Goldstone Financial Group
Illinois
$3.06M -$20.3K -808 -0.7%
VIM
50
Vista Investment Management
Pennsylvania
$2.95M -$337K -13,402 -10%