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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

114 hedge funds and large institutions have $703M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.66%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
54
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$201M
2
LPL Financial
2
LPL Financial
California
$67.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.2M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$12.1M
5
Wells Fargo
5
Wells Fargo
California
$8.3M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$4.07M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.44M
4
CC
4
Courier Capital
New York
$15.8M
5
VRM
5
Vectors Research Management
New York
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$654K 26,000 +7,000 +37%
HWA
77
HHM Wealth Advisors
Tennessee
$635K 25,240 -320 -1%
AWA
78
Arkadios Wealth Advisors
Georgia
$628K 24,977 +1,155 +5%
ACP
79
Aveo Capital Partners
Colorado
$536K 21,329 +6,983 +49%
TFM
80
Trademark Financial Management
Minnesota
$527K 20,959 +4,195 +25%
RFA
81
Resurgent Financial Advisors
Georgia
$519K 20,658 -387 -2%
BW
82
Bison Wealth
Georgia
$506K 20,170 – –
TYCC
83
Texas Yale Capital Corp
Florida
$483K 19,213 – –
NA
84
NewEdge Advisors
Louisiana
$448K 17,804 +1,100 +7%
BEC
85
Blue Edge Capital
Virginia
$375K 14,925 -3,901 -21%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$329K 13,092 -793 -6%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$318K 12,648 – –
MMM
88
Mendel Money Management
Illinois
$317K 12,620 -4,800 -28%
AFAS
89
Acorn Financial Advisory Services
Virginia
$313K 12,436 +189 +2%
AAM
90
Advisors Asset Management
Colorado
$305K 12,151 +5,690 +88%
CA
91
Calton & Associates
Florida
$300K 11,914 +3,850 +48%
IA
92
Inspire Advisors
Idaho
$287K 11,431 +11,431 New
SSWM
93
Sheets Smith Wealth Management
North Carolina
$283K 11,257 +110 +1%
GC
94
Grimes & Company
Massachusetts
$270K 10,730 -9,700 -47%
LWM
95
Laidlaw Wealth Management
New York
$233K 9,256 -2,731 -23%
William Blair & Company
96
William Blair & Company
Illinois
$223K 8,872 -95 -1%
SPIA
97
Steward Partners Investment Advisory
New York
$220K 8,750 -1,400 -14%
PTC
98
Private Trust Company
Ohio
$216K 8,600 +1,617 +23%
PIWA
99
Prevail Innovative Wealth Advisors
Kansas
$205K 8,145 -410 -5%
TIM
100
Tortoise Investment Management
New York
$150K 5,960 – –
2 3
4
5 6