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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

90 hedge funds and large institutions have $501M invested in Invesco Variable Rate Investment Grade ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
32
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Sunflower Bank
Texas
$19.9M
2
H6H
2
Hightower 6M Holding
Kansas
$17.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$7.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$150M
2
HIC
2
Holderness Investments Company
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$12.1M
4
KFP
4
KMG Fiduciary Partners
Ohio
$4.94M
5
Citadel Advisors
5
Citadel Advisors
Florida
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
51
HHM Wealth Advisors
Tennessee
$771K 30,930 – –
RIG
52
Roosevelt Investment Group
New York
$707K 28,369 – –
N
53
Natixis
France
$651K 26,122 +11,648 +80%
GC
54
Grimes & Company
Massachusetts
$565K 22,663 – –
TC
55
TAP Consulting
Missouri
$540K 21,679 +21,679 New
BW
56
Bison Wealth
Georgia
$537K 21,527 +1,910 +10%
RJA
57
Raymond James & Associates
Florida
$525K 21,056 -3,090 -13%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$487K 19,520 +19,520 New
OIA
59
OneDigital Investment Advisors
Kansas
$445K 17,870 – –
SWP
60
Stratos Wealth Partners
Ohio
$430K 17,257 -1,900 -10%
AFAS
61
Acorn Financial Advisory Services
Virginia
$415K 16,645 -2,544 -13%
WP
62
WealthPLAN Partners
Nebraska
$404K 16,209 – –
WIM
63
WealthPlan Investment Management
Nebraska
$404K 16,209 +16,209 New
BEC
64
Blue Edge Capital
Virginia
$372K 14,925 +14,925 New
SPFA
65
Summit Place Financial Advisors
New Jersey
$341K 13,678 +13,678 New
OPS
66
Orion Portfolio Solutions
Nebraska
$340K 13,624 – –
TIM
67
Tortoise Investment Management
New York
$274K 10,985 -4,700 -30%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$261K 10,479 -289 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$250K 10,025 -15,597 -61%
FHC
70
First Heartland Consultants
Missouri
$232K 9,344 +1,200 +15%
Northern Trust
71
Northern Trust
Illinois
$232K 9,309 +9,309 New
JWCA
72
J.W. Cole Advisors
Florida
$229K 9,204 +9,204 New
PMG
73
ProVise Management Group
Florida
$221K 8,876 +8,876 New
RMAM
74
Raab & Moskowitz Asset Management
New Jersey
$220K 8,848 -510 -5%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$216K 8,659 – –
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