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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$2.21M +$411K +16,359 +23%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.18M -$250K -9,965 -10%
CWM
53
Centurion Wealth Management
Virginia
$2.15M -$12K -477 -0.6%
Truist Financial
54
Truist Financial
North Carolina
$2.03M -$1.44M -57,229 -41%
SOS
55
Silver Oak Securities
Tennessee
$1.9M +$1.66M +66,046 +685%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.89M +$53.2K +2,117 +3%
SB
57
Sunflower Bank
Texas
$1.86M -$12M -477,227 -87%
IA
58
Inspire Advisors
Idaho
$1.82M +$554K +22,050 +44%
SAW
59
Signal Advisors Wealth
Michigan
$1.49M +$414K +16,496 +39%
MFA
60
Mayflower Financial Advisors
Massachusetts
$1.48M +$1.48M +59,015 New
IWM
61
IHT Wealth Management
Illinois
$1.46M +$21.9K +874 +2%
WS
62
Wilian Securities
Minnesota
$1.45M +$1.46M +57,964 New
WAM
63
Worth Asset Management
Texas
$1.43M +$1.43M +56,849 New
VCA
64
Verdence Capital Advisors
Maryland
$1.43M -$1.03M -40,988 -42%
RFN
65
Redwood Financial Network
Ohio
$1.41M +$300K +11,945 +27%
9C
66
9823 Capital
Texas
$1.41M +$1.41M +56,010 New
CSA
67
Cottage Street Advisors
Massachusetts
$1.39M +$151 +6 +0%
SWP
68
Stratos Wealth Partners
Ohio
$1.31M +$167K +6,643 +15%
ACA
69
Aptus Capital Advisors
Alabama
$1.27M +$1.12M +44,633 +732%
Betterment LLC
70
Betterment LLC
New York
$1.26M +$10.8K +431 +0.9%
SPIA
71
Steward Partners Investment Advisory
New York
$1.24M -$18.7K -743 -1%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.2M -$8.64K -344 -0.7%
SIM
73
Stratos Investment Management
Ohio
$1.16M -$5.57K -222 -0.5%
JWCA
74
J.W. Cole Advisors
Florida
$1.08M +$164K +6,536 +18%
AWC
75
Adamsbrown Wealth Consultants
Kansas
$1.02M +$456K +18,163 +81%