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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

150 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 23 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
56
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$132M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$37.8M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.22M
4
BCI
4
Blue Capital Inc
Nebraska
$2.94M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.49M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.73M
2
Invesco
2
Invesco
Georgia
$264M
3
LCM
3
Lunt Capital Management
Utah
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$57.1M
5
AWS
5
Atria Wealth Solutions
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$1.68M 67,246 +39,666 +144%
MCM
52
Mainstay Capital Management
Michigan
$1.58M 63,270 +38,219 +153%
PIWA
53
Prevail Innovative Wealth Advisors
Kansas
$1.48M 59,238 +13,992 +31%
Truist Financial
54
Truist Financial
North Carolina
$1.47M 58,776 +29,745 +102%
KAS
55
Kestra Advisory Services
Texas
$1.41M 56,478 +10,431 +23%
Citadel Advisors
56
Citadel Advisors
Florida
$1.38M 55,097 -39,071 -41%
IA
57
IFP Advisors
Florida
$1.35M 53,814 -2,772 -5%
PHWM
58
Pine Harbor Wealth Management
Maryland
$1.29M 51,300 -2,174 -4%
IWM
59
IHT Wealth Management
Illinois
$1.25M 49,858 -270 -0.5%
IA
60
Inspire Advisors
Idaho
$1.24M 49,497 +27,542 +125%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.23M 48,946 +31,433 +179%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.19M 47,470 -3,594 -7%
CAG
63
Csenge Advisory Group
Florida
$1.17M 46,631 -1,613 -3%
Betterment LLC
64
Betterment LLC
New York
$1.16M 46,346 +54 +0.1%
SPIA
65
Steward Partners Investment Advisory
New York
$1.14M 45,577 -21,398 -32%
CSA
66
Cottage Street Advisors
Massachusetts
$1.14M 45,474 +5,006 +12%
HFO
67
Heritage Family Offices
Arizona
$1.12M 44,499 +199 +0.4%
OC
68
Oppenheimer & Co
New York
$1.02M 40,600 – –
SWP
69
Stratos Wealth Partners
Ohio
$996K 39,747 +879 +2%
AWS
70
Atria Wealth Solutions
New York
$994K 39,680 -212,525 -84%
PWM
71
Perigon Wealth Management
California
$969K 38,700 +38,700 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$950K 37,912 +14,805 +64%
Jane Street
73
Jane Street
New York
$937K 37,403 -11,844 -24%
TRCT
74
Tower Research Capital (TRC)
New York
$890K 35,536 +26,177 +280%
TFM
75
Trademark Financial Management
Minnesota
$781K 31,171 +2,589 +9%
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