We are live on ! Find out more
VRIG icon

Invesco Variable Rate Investment Grade ETF

77 hedge funds and large institutions have $409M invested in Invesco Variable Rate Investment Grade ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

15% more funds holding

Funds holding: 6777 (+10)

6% more capital invested

Capital invested by funds: $386M → $409M (+$22.6M)

1.79% more ownership

Funds ownership: 84.39%86.18% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
33
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
CNB Bank
Pennsylvania
$4K +$4.11K +164 New
FHC
77
First Heartland Consultants
Missouri
$204 -$1.17M -46,539 -85%
HI
78
Harbour Investments
Wisconsin
-$21K -821 Closed

VRIG Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2021, worth a combined $409M — up 5.8% from $386M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VRIG positions and 1 closed out — a net gain of 11 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.59M. The largest seller was Bank of America, cutting an estimated $4.43M.

  • 77 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2021, up from 67 in Q3 2021.
  • Funds reported $409M of Invesco Variable Rate Investment Grade ETF stock for Q4 2021, up 5.8% quarter-over-quarter.
  • 12 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2021 and 1 closed out, a net change of +11 holders.
  • The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2021 was AE Wealth Management, an estimated $5.59M added.
  • The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2021 was Bank of America, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2021.