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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$88.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
LPL Financial
3
LPL Financial
California
$104M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14M

Top Sellers

1
VRM
1
Vectors Research Management
New York
$6.34M
2
CC
2
Courier Capital
New York
$5.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
AAA
4
American Alpha Advisors
New York
$0
5
Invesco
5
Invesco
Georgia
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$2.17M 86,687 +5,651 +7%
HIC
52
Holderness Investments Company
North Carolina
$1.96M 78,245 +13,825 +21%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.89M 75,385 -11,606 -13%
SPIA
54
Steward Partners Investment Advisory
New York
$1.68M 66,975 +59,325 +775%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$1.55M 61,824 -636 -1%
IA
56
IFP Advisors
Florida
$1.42M 56,586 +25,566 +82%
PHWM
57
Pine Harbor Wealth Management
Maryland
$1.34M 53,474 -2,440 -4%
TFS
58
Thoroughbred Financial Services
Tennessee
$1.28M 51,064 +51,064 New
IWM
59
IHT Wealth Management
Illinois
$1.26M 50,128 +24 +0%
Jane Street
60
Jane Street
New York
$1.24M 49,247 +49,247 New
CAG
61
Csenge Advisory Group
Florida
$1.21M 48,244 +48,244 New
Betterment LLC
62
Betterment LLC
New York
$1.16M 46,292 +4,066 +10%
KAS
63
Kestra Advisory Services
Texas
$1.15M 46,047 -6,988 -13%
PIWA
64
Prevail Innovative Wealth Advisors
Kansas
$1.13M 45,246 +14,097 +45%
HFO
65
Heritage Family Offices
Arizona
$1.11M 44,300 +3,051 +7%
SW
66
Simplicity Wealth
New Jersey
$1.1M 43,995 +43,995 New
HAM
67
Hickory Asset Management
Ohio
$1.08M 43,118 +1,118 +3%
OC
68
Oppenheimer & Co
New York
$1.02M 40,600 – –
CSA
69
Cottage Street Advisors
Massachusetts
$1.01M 40,468 +6 +0%
SWP
70
Stratos Wealth Partners
Ohio
$975K 38,868 +38,868 New
JWCA
71
J.W. Cole Advisors
Florida
$897K 35,758 +1,259 +4%
AAS
72
Asset Allocation Strategies
Michigan
$820K 32,705 +3,141 +11%
Bank of America
73
Bank of America
North Carolina
$787K 31,382 +161 +0.5%
WT
74
Whittier Trust
California
$750K 29,913 – –
IF
75
Intrua Financial
Texas
$729K 29,067 +29,067 New
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