VRIG icon

Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

121 hedge funds and large institutions have $695M invested in Invesco Variable Rate Investment Grade ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
45
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.3M
2
AssetMark Inc
2
AssetMark Inc
California
$47.6M
3
FP
3
Fiduciary Planning
Florida
$23.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$38.3M
5
LPL Financial
5
LPL Financial
California
$42.7M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$24.1M
2
VRM
2
Vectors Research Management
New York
$14.9M
3
WWM
3
WT Wealth Management
Arizona
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$0
5
Invesco
5
Invesco
Georgia
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
76
Trademark Financial Management
Minnesota
$449K +$449K +17,959 New
OC
77
Oppenheimer & Co
New York
$425K +$162K +6,500 +62%
GRP
78
Global Retirement Partners
California
$415K +$390K +15,524 +1,552%
BAM
79
Belpointe Asset Management
Nevada
$412K -$1.13M -45,180 -73%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$408K +$408K +16,334 New
Citadel Advisors
81
Citadel Advisors
Florida
$394K +$394K +15,750 New
NA
82
NewEdge Advisors
Louisiana
$373K +$31.3K +1,250 +9%
LWM
83
Laidlaw Wealth Management
New York
$370K -$13.6K -544 -4%
AFAS
84
Acorn Financial Advisory Services
Virginia
$367K +$5.97K +239 +2%
AWM
85
AE Wealth Management
Kansas
$362K +$5.04K +201 +1%
RFA
86
Resurgent Financial Advisors
Georgia
$347K +$293K +11,743 +551%
PA
87
Pineridge Advisors
Missouri
$345K +$345K +13,824 New
IGWM
88
ICA Group Wealth Management
Colorado
$329K +$329K +13,176 New
SWP
89
Stratos Wealth Partners
Ohio
$320K +$320K +12,796 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$316K +$246K +9,830 +349%
HIM
91
Hanlon Investment Management
New Jersey
$297K +$297K +11,902 New
CA
92
Continuum Advisory
Idaho
$290K +$290K +11,593 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$279K +$2.5K +100 +0.9%
ACM
94
Advisors Capital Management
New Jersey
$277K +$277K +11,095 New
SSWM
95
Sheets Smith Wealth Management
North Carolina
$276K +$2.85K +114 +1%
TSS
96
Two Sigma Securities
New York
$265K +$265K +10,604 New
AWM
97
Accurate Wealth Management
Florida
$258K +$39.5K +1,574 +18%
HI
98
Harbour Investments
Wisconsin
$254K -$49.3K -1,972 -16%
William Blair & Company
99
William Blair & Company
Illinois
$224K +$25.7K +1,027 +13%
MCC
100
Money Concepts Capital
Florida
$217K -$19.5K -782 -8%
2 3
4
5 6