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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

153 hedge funds and large institutions have $893M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$28.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
CIA
Concurrent Investment Advisors
Florida
+$4.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.01M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.6M
2
Invesco
Invesco
Georgia
-$48.2M
3
LCM
Lunt Capital Management
Utah
-$19.5M
4
Morgan Stanley
Morgan Stanley
New York
-$18.3M
5
AWS
Atria Wealth Solutions
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$1.68M +$994K +39,666 +144%
MCM
52
Mainstay Capital Management
Michigan
$1.58M +$957K +38,219 +153%
PIWA
53
Prevail Innovative Wealth Advisors
Kansas
$1.48M +$351K +13,992 +31%
Truist Financial
54
Truist Financial
North Carolina
$1.47M +$745K +29,745 +102%
KAS
55
Kestra Advisory Services
Texas
$1.41M +$261K +10,431 +23%
Citadel Advisors
56
Citadel Advisors
Florida
$1.38M -$979K -39,071 -41%
IA
57
IFP Advisors
Florida
$1.35M -$69.4K -2,772 -5%
PHWM
58
Pine Harbor Wealth Management
Maryland
$1.29M -$54.5K -2,174 -4%
IWM
59
IHT Wealth Management
Illinois
$1.25M -$6.76K -270 -0.5%
IA
60
Inspire Advisors
Idaho
$1.24M +$690K +27,542 +125%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.23M +$787K +31,433 +179%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.19M -$90K -3,594 -7%
CAG
63
Csenge Advisory Group
Florida
$1.17M -$40.4K -1,613 -3%
Betterment LLC
64
Betterment LLC
New York
$1.16M +$1.35K +54 +0.1%
SPIA
65
Steward Partners Investment Advisory
New York
$1.14M -$536K -21,398 -32%
CSA
66
Cottage Street Advisors
Massachusetts
$1.14M +$125K +5,006 +12%
HFO
67
Heritage Family Offices
Arizona
$1.12M +$4.99K +199 +0.4%
OC
68
Oppenheimer & Co
New York
$1.02M – – –
SWP
69
Stratos Wealth Partners
Ohio
$996K +$22K +879 +2%
AWS
70
Atria Wealth Solutions
New York
$994K -$5.32M -212,525 -84%
PWM
71
Perigon Wealth Management
California
$969K +$969K +38,700 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$950K +$371K +14,805 +64%
Jane Street
73
Jane Street
New York
$937K -$297K -11,844 -24%
TRCT
74
Tower Research Capital (TRC)
New York
$890K +$656K +26,177 +280%
TFM
75
Trademark Financial Management
Minnesota
$781K +$64.9K +2,589 +9%
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