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Invesco Variable Rate Investment Grade ETF

77 hedge funds and large institutions have $409M invested in Invesco Variable Rate Investment Grade ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 1 closing their positions.

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
33
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
51
AlphaMark Advisors
Kentucky
$427K 17,057
WP
52
WealthPLAN Partners
Nebraska
$406K 16,209
TIM
53
Tortoise Investment Management
New York
$393K 15,685 -24,147 -61%
N
54
Natixis
France
$363K 14,474 -4,424 -23%
OPS
55
Orion Portfolio Solutions
Nebraska
$341K 13,624
MML Investors Services
56
MML Investors Services
Massachusetts
$297K 11,867 +11,867 New
IB
57
Intrust Bank
Kansas
$271K 10,801 +10,801 New
SSWM
58
Sheets Smith Wealth Management
North Carolina
$270K 10,768 +2 +0%
BC
59
Barnett & Company
Tennessee
$258K 10,292 -602 -6%
RMAM
60
Raab & Moskowitz Asset Management
New Jersey
$235K 9,358 -648 -6%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$217K 8,659 +552 +7%
William Blair & Company
62
William Blair & Company
Illinois
$199K 7,935
RG
63
Retirement Group
California
$180K 7,182 -392 -5%
NFG
64
Next Financial Group
Texas
$176K 7,009 +5,310 +313%
EWM
65
Elmwood Wealth Management
California
$100K 4,000 +4,000 New
UBS Group
66
UBS Group
Switzerland
$95K 3,779 +106 +3%
COCM
67
Charter Oak Capital Management
New Hampshire
$63K 2,500 +2,500 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$42K 1,678 -889 -35%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$38K 1,528
DWP
70
Destiny Wealth Partners
Florida
$33K 1,318
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$31K 1,250
MTWM
72
Masso Torrence Wealth Management
New Jersey
$20K 805 +805 New
Wells Fargo
73
Wells Fargo
California
$5K 208 -3,000 -94%
CFA
74
Carroll Financial Associates
North Carolina
$5K 207
GWM
75
Geneos Wealth Management
Colorado
$4K 160