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Invesco Variable Rate Investment Grade ETF

95 hedge funds and large institutions have $492M invested in Invesco Variable Rate Investment Grade ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

9% more capital invested

Capital invested by funds: $451M → $492M (+$40.9M)

4% more funds holding

Funds holding: 9195 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.76% less ownership

Funds ownership: 85.53%83.77% (-1.8%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$833K +$27.8K +1,116 +3%
HWA
52
HHM Wealth Advisors
Tennessee
$770K
HF
53
HRT Financial
New York
$644K +$644K +25,888 New
MMM
54
Mendel Money Management
Illinois
$559K -$140K -5,650 -20%
RJA
55
Raymond James & Associates
Florida
$526K -$759K -30,534 -59%
BEC
56
Blue Edge Capital
Virginia
$510K -$36.3K -1,458 -7%
GC
57
Grimes & Company
Massachusetts
$499K
TYCC
58
Texas Yale Capital Corp
Florida
$480K -$58.2K -2,339 -11%
IWM
59
IHT Wealth Management
Illinois
$461K +$13.8K +554 +3%
AWM
60
AE Wealth Management
Kansas
$456K +$42.5K +1,708 +10%
Wells Fargo
61
Wells Fargo
California
$419K +$394K +15,849 +1,585%
MOS
62
MGO One Seven
Ohio
$409K +$409K +16,437 New
HHGA
63
Halbert Hargrove Global Advisors
California
$401K +$160K +6,435 +67%
AFAS
64
Acorn Financial Advisory Services
Virginia
$354K +$5.15K +207 +1%
NA
65
NewEdge Advisors
Louisiana
$339K +$339K +13,639 New
JWCA
66
J.W. Cole Advisors
Florida
$328K +$19.4K +780 +6%
BAM
67
Belpointe Asset Management
Nevada
$298K +$259K +10,425 +668%
SPIA
68
Steward Partners Investment Advisory
New York
$270K -$37.3K -1,500 -12%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$269K +$2.49K +100 +0.9%
CAN
70
Cetera Advisor Networks
California
$252K -$22K -883 -8%
Truist Financial
71
Truist Financial
North Carolina
$247K +$12.1K +488 +5%
OIA
72
OneDigital Investment Advisors
Kansas
$245K -$200K -8,040 -45%
WP
73
WealthPLAN Partners
Nebraska
$236K -$98.8K -3,973 -29%
HI
74
Harbour Investments
Wisconsin
$223K +$5.97K +240 +3%
AWM
75
Accurate Wealth Management
Florida
$222K +$221K +8,888 New