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Invesco Variable Rate Investment Grade ETF

95 hedge funds and large institutions have $492M invested in Invesco Variable Rate Investment Grade ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$216K -$12.4K -500 -5%
William Blair & Company
77
William Blair & Company
Illinois
$198K
TIM
78
Tortoise Investment Management
New York
$148K -$99.6K -4,000 -40%
MPCG
79
Matrix Private Capital Group
New York
$144K
GWM
80
Geneos Wealth Management
Colorado
$93.9K +$28K +1,126 +43%
HCA
81
Heck Capital Advisors
Wisconsin
$75.7K +$67.6K +2,714 +830%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$70K
RG
83
Retirement Group
California
$68.5K +$473 +19 +0.7%
SAG
84
Spotlight Asset Group
Illinois
$59.7K -$199K -8,000 -77%
UBS Group
85
UBS Group
Switzerland
$39.1K -$30K -1,204 -43%
S
86
SignatureFD
Georgia
$35.2K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$31.1K
GRP
88
Global Retirement Partners
California
$24.9K
AF
89
Allworth Financial
California
$20.6K +$20.6K +829 New
WTC
90
WhitTier Trust Company
Nevada
$6.54K
US Bancorp
91
US Bancorp
Minnesota
$4.98K
FA
92
Fiduciary Alliance
South Carolina
$3.06K +$3.06K +123 New
AA
93
AlphaMark Advisors
Kentucky
$2K
CIAS
94
Capital Investment Advisory Services
North Carolina
$1.1K
VF
95
VitalStone Financial
Texas
$1K +$1K +44 New
PMG
96
ProVise Management Group
Florida
-$1.24M -50,328 Closed
Bank of America
97
Bank of America
North Carolina
-$574K -23,233 Closed
BCI
98
Brinker Capital Investments
Pennsylvania
-$337K -13,624 Closed
OPS
99
Orion Portfolio Solutions
Nebraska
-$337K -13,624 Closed
SPFA
100
Summit Place Financial Advisors
New Jersey
-$222K -9,000 Closed