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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.91M +$33.1K +1,317 +1%
SAM
52
Synergy Asset Management
Washington
$2.88M +$2.89M +114,883 New
IA
53
IFP Advisors
Florida
$2.81M +$102K +4,078 +4%
AAS
54
Asset Allocation Strategies
Michigan
$2.73M +$2.28M +90,920 +503%
PIWA
55
Prevail Innovative Wealth Advisors
Kansas
$2.36M -$293K -11,667 -11%
EC
56
Elequin Capital
New York
$2.29M +$1.15M +45,895 +32,320%
WAM
57
Worth Asset Management
Texas
$2.29M +$867K +34,508 +61%
HIC
58
Holderness Investments Company
North Carolina
$2.24M +$20.5K +818 +0.9%
GIA
59
Gladstone Institutional Advisory
Florida
$2.23M -$135K -5,373 -6%
SW
60
Simplicity Wealth
New Jersey
$2.21M +$1.65M +65,522 +287%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.21M +$33.8K +1,344 +2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.16M +$273K +10,851 +14%
CWM
63
Centurion Wealth Management
Virginia
$2.15M +$578 +23 +0%
AWC
64
Adamsbrown Wealth Consultants
Kansas
$2.1M +$1.09M +43,291 +107%
CW
65
CreativeOne Wealth
Kansas
$2.08M -$125K -4,979 -6%
TRCT
66
Tower Research Capital (TRC)
New York
$2.03M +$2.04M +81,280 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.96M +$1.61M +64,240 +452%
Citadel Advisors
68
Citadel Advisors
Florida
$1.96M +$1.97M +78,338 New
BRWA
69
B. Riley Wealth Advisors
Florida
$1.95M +$1.96M +77,919 New
SOS
70
Silver Oak Securities
Tennessee
$1.93M +$39.4K +1,569 +2%
IA
71
Inspire Advisors
Idaho
$1.86M +$35.7K +1,422 +2%
JP Morgan Chase
72
JP Morgan Chase
New York
$1.83M +$1.82M +72,665 +10,781%
9C
73
9823 Capital
Texas
$1.68M +$280K +11,163 +20%
RFN
74
Redwood Financial Network
Ohio
$1.64M +$235K +9,344 +17%
SB
75
Sunflower Bank
Texas
$1.58M -$284K -11,298 -15%