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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82.6M
2
LCM
2
Lunt Capital Management
Utah
$21.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$5.53M
4
EH
4
Equitable Holdings
New York
$14.9M
5
BCI
5
Blue Capital Inc
Nebraska
$3.03M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CC
3
Courier Capital
New York
$12M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$9.77M
5
FFS
5
Founders Financial Securities
Maryland
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
PHWM
51
Pine Harbor Wealth Management
Maryland
$1.4M 55,914 -12,413 -18%
KAS
52
Kestra Advisory Services
Texas
$1.33M 53,035 +9,384 +21%
IWM
53
IHT Wealth Management
Illinois
$1.26M 50,104 -26,013 -34%
MIH
54
Meitav Investment House
Israel
$1.17M 46,518 -2,878 -6%
MCM
55
Mainstay Capital Management
Michigan
$1.12M 44,761 -64,368 -59%
TC
56
TAP Consulting
Missouri
$1.11M 44,141 +619 +1%
Betterment LLC
57
Betterment LLC
New York
$1.06M 42,226 +867 +2%
HAM
58
Hickory Asset Management
Ohio
$1.05M 42,000 +42,000 New
HFO
59
Heritage Family Offices
Arizona
$1.04M 41,249 +4,751 +13%
OC
60
Oppenheimer & Co
New York
$1.02M 40,600 +10,600 +35%
CSA
61
Cottage Street Advisors
Massachusetts
$1.02M 40,462 +7,006 +21%
FFS
62
Founders Financial Securities
Maryland
$981K 39,075 -91,573 -70%
WIA
63
World Investment Advisors
California
$968K 38,543 +38,543 New
JWCA
64
J.W. Cole Advisors
Florida
$866K 34,499 -6,232 -15%
AWC
65
Adamsbrown Wealth Consultants
Kansas
$788K 31,391 -1,949 -6%
JFG
66
Jefferies Financial Group
New York
$784K 31,229 – –
Bank of America
67
Bank of America
North Carolina
$784K 31,221 +719 +2%
PIWA
68
Prevail Innovative Wealth Advisors
Kansas
$782K 31,149 +7,496 +32%
IA
69
IFP Advisors
Florida
$779K 31,020 +393 +1%
WT
70
Whittier Trust
California
$751K 29,913 – –
PCM
71
Parsons Capital Management
Rhode Island
$751K 29,886 +29,886 New
AAS
72
Asset Allocation Strategies
Michigan
$743K 29,564 +3,335 +13%
ACP
73
Aveo Capital Partners
Colorado
$742K 29,525 +7,597 +35%
RFN
74
Redwood Financial Network
Ohio
$707K 28,142 +28,142 New
NA
75
NewEdge Advisors
Louisiana
$679K 27,020 +2,964 +12%
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