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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

90 hedge funds and large institutions have $501M invested in Invesco Variable Rate Investment Grade ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
32
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Sunflower Bank
Texas
$19.9M
2
H6H
2
Hightower 6M Holding
Kansas
$17.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$7.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$150M
2
HIC
2
Holderness Investments Company
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$12.1M
4
KFP
4
KMG Fiduciary Partners
Ohio
$4.94M
5
Citadel Advisors
5
Citadel Advisors
Florida
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Barnett & Company
Tennessee
$215K 8,617 -1,675 -16%
William Blair & Company
77
William Blair & Company
Illinois
$198K 7,935 – –
RG
78
Retirement Group
California
$106K 4,235 -2,947 -41%
MCC
79
Money Concepts Capital
Florida
$88K 3,530 +3,530 New
COCM
80
Charter Oak Capital Management
New Hampshire
$62K 2,500 – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$41K 1,678 – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$38K 1,528 – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$31K 1,250 – –
DWP
84
Destiny Wealth Partners
Florida
$23K 912 -406 -31%
WTC
85
WhitTier Trust Company
Nevada
$7K 263 +263 New
CIAS
86
Capital Investment Advisory Services
North Carolina
$6K 250 +250 New
GWM
87
Geneos Wealth Management
Colorado
$3K 160 – –
HIC
88
Holderness Investments Company
North Carolina
– – -143,127 Closed
MML Investors Services
89
MML Investors Services
Massachusetts
– – -11,867 Closed
IB
90
Intrust Bank
Kansas
– – -10,801 Closed
EWM
91
Elmwood Wealth Management
California
– – -4,000 Closed
UBS Group
92
UBS Group
Switzerland
– – -3,779 Closed
MTWM
93
Masso Torrence Wealth Management
New Jersey
– – -805 Closed
Wells Fargo
94
Wells Fargo
California
$0 1 -207 -100%
CB
95
CNB Bank
Pennsylvania
– – -164 Closed
SPIA
96
Steward Partners Investment Advisory
New York
$0 16 – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$0 7 +7 New
1 2 3
4