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Invesco Variable Rate Investment Grade ETF

94 hedge funds and large institutions have $481M invested in Invesco Variable Rate Investment Grade ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
27
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HA
51
Harfst & Associates
Wyoming
$485K 19,612 -350,682 -95%
OIM
52
Orca Investment Management
Oregon
$450K 18,218
OIA
53
OneDigital Investment Advisors
Kansas
$442K 17,870
AWM
54
AE Wealth Management
Kansas
$410K 16,611 -40,347 -71%
WP
55
WealthPLAN Partners
Nebraska
$392K 15,666 +15,666 New
WIM
56
WealthPlan Investment Management
Nebraska
$391K 15,666
AFAS
57
Acorn Financial Advisory Services
Virginia
$344K 13,921 +113 +0.8%
Truist Financial
58
Truist Financial
North Carolina
$339K 13,728 -24,905 -64%
OPS
59
Orion Portfolio Solutions
Nebraska
$337K 13,624 +13,624 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$303K 12,243 +2,494 +26%
WAM
61
Warberg Asset Management
Illinois
$296K 11,998 +11,998 New
IA
62
IFP Advisors
Florida
$289K 11,484 -21,940 -66%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$263K 10,628 +81 +0.8%
WMA
64
Wealth Management Associates
New Jersey
$251K 10,159 -4,900 -33%
SPFA
65
Summit Place Financial Advisors
New Jersey
$247K 10,000 +400 +4%
TIM
66
Tortoise Investment Management
New York
$246K 9,960
JWCA
67
J.W. Cole Advisors
Florida
$238K 9,618 +1,201 +14%
ARC
68
Advisor Resource Council
Texas
$231K 9,358 +9,358 New
PTC
69
Private Trust Company
Ohio
$227K 9,183 +9,183 New
HW
70
Hedeker Wealth
Illinois
$208K 8,417 -242,935 -97%
FHC
71
First Heartland Consultants
Missouri
$201K 8,144
William Blair & Company
72
William Blair & Company
Illinois
$196K 7,935
MCC
73
Money Concepts Capital
Florida
$84.4K 3,415 +3,415 New
AWM
74
Accurate Wealth Management
Florida
$84.1K 3,392 +3,392 New
UBS Group
75
UBS Group
Switzerland
$80.5K 3,259 -425 -12%