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Invesco Variable Rate Investment Grade ETF

118 hedge funds and large institutions have $809M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

15% more capital invested

Capital invested by funds: $703M → $809M (+$106M)

10% more ownership

Funds ownership: 66.32%76.32% (+10%)

4% more funds holding

Funds holding: 114118 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
15
Increased
52
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$599K -$669K -26,626 -53%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$593K +$390K +15,508 +190%
SP
78
Sequent Planning
Nebraska
$561K +$562K +22,374 New
ACP
79
Aveo Capital Partners
Colorado
$550K +$15.1K +599 +3%
TFM
80
Trademark Financial Management
Minnesota
$545K +$19.8K +786 +4%
RFA
81
Resurgent Financial Advisors
Georgia
$532K +$13.4K +534 +3%
TYCC
82
Texas Yale Capital Corp
Florida
$482K
AAM
83
Advisors Asset Management
Colorado
$479K +$175K +6,948 +57%
GRP
84
Global Retirement Partners
California
$433K -$238K -9,486 -35%
TI
85
TrueMark Investments
Illinois
$414K -$280K -11,136 -40%
IA
86
Inspire Advisors
Idaho
$414K +$127K +5,063 +44%
FFA
87
Farther Finance Advisors
California
$375K +$376K +14,948 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$331K +$2.41K +96 +0.7%
MMM
89
Mendel Money Management
Illinois
$317K
AFAS
90
Acorn Financial Advisory Services
Virginia
$314K +$2.51K +100 +0.8%
GC
91
Grimes & Company
Massachusetts
$273K +$4.12K +164 +2%
BW
92
Bison Wealth
Georgia
$261K -$245K -9,756 -48%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$247K -$70.8K -2,818 -22%
William Blair & Company
94
William Blair & Company
Illinois
$223K +$126 +5 +0.1%
PTC
95
Private Trust Company
Ohio
$203K -$12.6K -500 -6%
CAM
96
Concorde Asset Management
Michigan
$202K +$203K +8,064 New
SPIA
97
Steward Partners Investment Advisory
New York
$192K -$27.6K -1,100 -13%
TIM
98
Tortoise Investment Management
New York
$150K
MPCG
99
Matrix Private Capital Group
New York
$145K
HI
100
Harbour Investments
Wisconsin
$141K -$628 -25 -0.4%