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Invesco Variable Rate Investment Grade ETF

118 hedge funds and large institutions have $809M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
15
Increased
52
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BEI
51
Benjamin Edwards Inc
Missouri
$1.64M 65,344 +65,344 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.57M 62,549 -533 -0.8%
HIC
53
Holderness Investments Company
North Carolina
$1.52M 60,667 +4,831 +9%
LTI
54
Laffer Tengler Investments
Tennessee
$1.4M 55,873 -13,528 -19%
Jane Street
55
Jane Street
New York
$1.27M 50,698 -5,126 -9%
MIH
56
Meitav Investment House
Israel
$1.24M 49,396 -3,915 -7%
CA
57
Calton & Associates
Florida
$1.16M 46,350 +34,436 +289%
KAS
58
Kestra Advisory Services
Texas
$1.09M 43,651 -8,216 -16%
TC
59
TAP Consulting
Missouri
$1.09M 43,522 +3,105 +8%
Betterment LLC
60
Betterment LLC
New York
$1.04M 41,359 +5,774 +16%
JWCA
61
J.W. Cole Advisors
Florida
$1.02M 40,731 +2,336 +6%
SW
62
Simplicity Wealth
New Jersey
$976K 38,897 +38,897 New
HFO
63
Heritage Family Offices
Arizona
$916K 36,498 -331 -0.9%
CSA
64
Cottage Street Advisors
Massachusetts
$839K 33,456 +7 +0%
AWC
65
Adamsbrown Wealth Consultants
Kansas
$836K 33,340 +382 +1%
JFG
66
Jefferies Financial Group
New York
$783K 31,229 -894 -3%
IA
67
IFP Advisors
Florida
$768K 30,627 +3,294 +12%
Bank of America
68
Bank of America
North Carolina
$765K 30,502 -1,014 -3%
OC
69
Oppenheimer & Co
New York
$753K 30,000 +4,000 +15%
WT
70
Whittier Trust
California
$750K 29,913
AAS
71
Asset Allocation Strategies
Michigan
$658K 26,229 +26,229 New
BCA
72
Bay Colony Advisors
Massachusetts
$654K 26,062 -31,220 -55%
AWA
73
Arkadios Wealth Advisors
Georgia
$628K 25,040 +63 +0.3%
HWA
74
HHM Wealth Advisors
Tennessee
$620K 24,720 -520 -2%
NA
75
NewEdge Advisors
Louisiana
$603K 24,056 +6,252 +35%