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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

60 hedge funds and large institutions have $215M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
19
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
6M
1
6 Meridian
Kansas
$9.89M
2
Jane Street
2
Jane Street
New York
$4.42M
3
LWM
3
Laidlaw Wealth Management
New York
$3.02M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$56.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.5M
2
HC
2
HNP Capital
New York
$0
3
AWA
3
ARS Wealth Advisors
Florida
$0
4
HIC
4
Holderness Investments Company
North Carolina
$2.49M
5
BMA
5
Brooks Moore & Associates
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$240K 10,572 +10,572 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
– – – –
SSWM
53
Sheets Smith Wealth Management
North Carolina
$224K 9,851 +9,851 New
William Blair & Company
54
William Blair & Company
Illinois
$180K 7,935 +7,935 New
UBS Group
55
UBS Group
Switzerland
$113K 4,984 +1,597 +47%
WTC
56
WhitTier Trust Company
Nevada
$94K 4,144 – –
Osaic Holdings
57
Osaic Holdings
Arizona
$92K 4,042 +4,042 New
FHA
58
First Horizon Advisors
Tennessee
$56K 2,450 – –
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.9K 1,800 – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$26K 1,138 +3 +0.3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$17K 761 -395 -34%
HC
62
HNP Capital
New York
– – -294,215 Closed
AWA
63
ARS Wealth Advisors
Florida
– – -154,093 Closed
BMA
64
Brooks Moore & Associates
Tennessee
– – -101,800 Closed
SWP
65
Stratos Wealth Partners
Ohio
– – -42,450 Closed
SBWM
66
Sunflower Bank Wealth Management
Arizona
– – -35,820 Closed
BAM
67
Belpointe Asset Management
Nevada
– – -22,060 Closed
ASN
68
Advisory Services Network
Georgia
– – -21,521 Closed
SRSA
69
S.R. Schill & Associates
Washington
– – -20,874 Closed
OC
70
Oppenheimer & Co
New York
– – -14,879 Closed
RFC
71
Regions Financial Corp
Alabama
– – -12,500 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– – -12,457 Closed
GI
73
Gradient Investments
Minnesota
– – -596 Closed
VCP
74
Verus Capital Partners
Arizona
– – -536 Closed
CFD
75
Creative Financial Designs
Indiana
– – -450 Closed
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