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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.5%
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
–

Top Buyers

1
CC
1
Courier Capital
New York
$19.3M
2
WWM
2
WT Wealth Management
Arizona
$13.1M
3
GFG
3
Goldstone Financial Group
Illinois
$5.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$11M
5
LPL Financial
5
LPL Financial
California
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.2M
2
Invesco
2
Invesco
Georgia
$182M
3
VRM
3
Vectors Research Management
New York
$20.6M
4
PMG
4
ProVise Management Group
Florida
$0
5
SB
5
Sunflower Bank
Texas
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
51
Laidlaw Wealth Management
New York
$833K 33,460 +1,116 +3%
HWA
52
HHM Wealth Advisors
Tennessee
$770K 30,930 – –
HF
53
HRT Financial
New York
$644K 25,888 +25,888 New
MMM
54
Mendel Money Management
Illinois
$559K 22,470 -5,650 -20%
RJA
55
Raymond James & Associates
Florida
$526K 21,128 -30,534 -59%
BEC
56
Blue Edge Capital
Virginia
$510K 20,506 -1,458 -7%
GC
57
Grimes & Company
Massachusetts
$499K 20,043 – –
TYCC
58
Texas Yale Capital Corp
Florida
$480K 19,299 -2,339 -11%
IWM
59
IHT Wealth Management
Illinois
$461K 18,529 +554 +3%
AWM
60
AE Wealth Management
Kansas
$456K 18,339 +1,708 +10%
Wells Fargo
61
Wells Fargo
California
$419K 16,849 +15,849 +1,585%
MOS
62
MGO One Seven
Ohio
$409K 16,437 +16,437 New
HHGA
63
Halbert Hargrove Global Advisors
California
$401K 16,098 +6,435 +67%
AFAS
64
Acorn Financial Advisory Services
Virginia
$354K 14,220 +207 +1%
NA
65
NewEdge Advisors
Louisiana
$339K 13,639 +13,639 New
JWCA
66
J.W. Cole Advisors
Florida
$328K 13,196 +780 +6%
BAM
67
Belpointe Asset Management
Nevada
$298K 11,986 +10,425 +668%
SPIA
68
Steward Partners Investment Advisory
New York
$270K 10,850 -1,500 -12%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$269K 10,815 +100 +0.9%
CAN
70
Cetera Advisor Networks
California
$252K 10,140 -883 -8%
Truist Financial
71
Truist Financial
North Carolina
$247K 9,927 +488 +5%
OIA
72
OneDigital Investment Advisors
Kansas
$245K 9,830 -8,040 -45%
WP
73
WealthPLAN Partners
Nebraska
$236K 9,495 -3,973 -29%
HI
74
Harbour Investments
Wisconsin
$223K 8,963 +240 +3%
AWM
75
Accurate Wealth Management
Florida
$222K 8,888 +8,888 New
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3
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