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Invesco Variable Rate Investment Grade ETF

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$183M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 129145 (+16)

3.97% less ownership

Funds ownership: 76.38%72.41% (-4%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$2.17M +$142K +5,651 +7%
HIC
52
Holderness Investments Company
North Carolina
$1.96M +$347K +13,825 +21%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.89M -$292K -11,606 -13%
SPIA
54
Steward Partners Investment Advisory
New York
$1.68M +$1.49M +59,325 +775%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$1.55M -$16K -636 -1%
IA
56
IFP Advisors
Florida
$1.42M +$642K +25,566 +82%
PHWM
57
Pine Harbor Wealth Management
Maryland
$1.34M -$61.3K -2,440 -4%
TFS
58
Thoroughbred Financial Services
Tennessee
$1.28M +$1.28M +51,064 New
IWM
59
IHT Wealth Management
Illinois
$1.26M +$603 +24 +0%
Jane Street
60
Jane Street
New York
$1.24M +$1.24M +49,247 New
CAG
61
Csenge Advisory Group
Florida
$1.21M +$1.21M +48,244 New
Betterment LLC
62
Betterment LLC
New York
$1.16M +$102K +4,066 +10%
KAS
63
Kestra Advisory Services
Texas
$1.15M -$176K -6,988 -13%
PIWA
64
Prevail Innovative Wealth Advisors
Kansas
$1.13M +$354K +14,097 +45%
HFO
65
Heritage Family Offices
Arizona
$1.11M +$76.7K +3,051 +7%
SW
66
Simplicity Wealth
New Jersey
$1.1M +$1.11M +43,995 New
HAM
67
Hickory Asset Management
Ohio
$1.08M +$28.1K +1,118 +3%
OC
68
Oppenheimer & Co
New York
$1.02M
CSA
69
Cottage Street Advisors
Massachusetts
$1.01M +$151 +6 +0%
SWP
70
Stratos Wealth Partners
Ohio
$975K +$977K +38,868 New
JWCA
71
J.W. Cole Advisors
Florida
$897K +$31.6K +1,259 +4%
AAS
72
Asset Allocation Strategies
Michigan
$820K +$78.9K +3,141 +11%
Bank of America
73
Bank of America
North Carolina
$787K +$4.04K +161 +0.5%
WT
74
Whittier Trust
California
$750K
IF
75
Intrua Financial
Texas
$729K +$730K +29,067 New