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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

150 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 23 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
56
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$132M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$37.8M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.22M
4
BCI
4
Blue Capital Inc
Nebraska
$2.94M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.49M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.73M
2
Invesco
2
Invesco
Georgia
$264M
3
LCM
3
Lunt Capital Management
Utah
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$57.1M
5
AWS
5
Atria Wealth Solutions
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
FA
76
Fiduciary Alliance
South Carolina
$778K 31,057 -83,084 -73%
JWCA
77
J.W. Cole Advisors
Florida
$772K 30,818 -4,940 -14%
WT
78
Whittier Trust
California
$749K 29,913 – –
RFN
79
Redwood Financial Network
Ohio
$723K 28,880 – –
Bank of America
80
Bank of America
North Carolina
$715K 28,538 -2,844 -9%
IF
81
Intrua Financial
Texas
$711K 28,369 -698 -2%
NFG
82
Nations Financial Group
Iowa
$686K 27,367 +4,987 +22%
NA
83
NewEdge Advisors
Louisiana
$684K 27,320 +1,641 +6%
HAM
84
Hickory Asset Management
Ohio
$642K 25,625 -17,493 -41%
AWA
85
Arete Wealth Advisors
Illinois
$619K 24,699 -61,988 -72%
AWC
86
Adamsbrown Wealth Consultants
Kansas
$570K 22,735 -2,230 -9%
RIS
87
Richmond Investment Services
Wisconsin
$552K 22,042 +9,715 +79%
FTUS
88
Flow Traders U.S.
New York
$545K 21,771 +21,771 New
SW
89
Simplicity Wealth
New Jersey
$541K 21,582 -22,413 -51%
RFA
90
Resurgent Financial Advisors
Georgia
$539K 21,536 -2,310 -10%
AAS
91
Asset Allocation Strategies
Michigan
$522K 20,819 -11,886 -36%
BCA
92
Bay Colony Advisors
Massachusetts
$513K 20,475 -169 -0.8%
SP
93
Sequent Planning
Nebraska
$503K 20,066 +788 +4%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$469K 18,742 +18,742 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$465K 18,566 +18,566 New
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$455K 18,150 – –
AAS
97
Avantax Advisory Services
Texas
$446K 17,823 +106 +0.6%
AWA
98
Arkadios Wealth Advisors
Georgia
$438K 17,476 -161 -0.9%
BEI
99
Benjamin Edwards Inc
Missouri
$402K 16,035 -11,385 -42%
LSIA
100
LaSalle St. Investment Advisors
Illinois
$401K 16,014 -751 -4%
2 3
4
5 6