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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
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
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$319M
2
AAA
2
American Alpha Advisors
New York
$5.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.92M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.73M
5
RJA
5
Raymond James & Associates
Florida
$4.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.8M
3
PAG
3
Private Advisor Group
New Jersey
$4.07M
4
LPL Financial
4
LPL Financial
California
$64.1M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$599K 23,863 -26,626 -53%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$593K 23,653 +15,508 +190%
SP
78
Sequent Planning
Nebraska
$561K 22,374 +22,374 New
ACP
79
Aveo Capital Partners
Colorado
$550K 21,928 +599 +3%
TFM
80
Trademark Financial Management
Minnesota
$545K 21,745 +786 +4%
RFA
81
Resurgent Financial Advisors
Georgia
$532K 21,192 +534 +3%
TYCC
82
Texas Yale Capital Corp
Florida
$482K 19,213 – –
AAM
83
Advisors Asset Management
Colorado
$479K 19,099 +6,948 +57%
GRP
84
Global Retirement Partners
California
$433K 17,262 -9,486 -35%
TI
85
TrueMark Investments
Illinois
$414K 16,505 -11,136 -40%
IA
86
Inspire Advisors
Idaho
$414K 16,494 +5,063 +44%
FFA
87
Farther Finance Advisors
California
$375K 14,948 +14,948 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$331K 13,188 +96 +0.7%
MMM
89
Mendel Money Management
Illinois
$317K 12,620 – –
AFAS
90
Acorn Financial Advisory Services
Virginia
$314K 12,536 +100 +0.8%
GC
91
Grimes & Company
Massachusetts
$273K 10,894 +164 +2%
BW
92
Bison Wealth
Georgia
$261K 10,414 -9,756 -48%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$247K 9,830 -2,818 -22%
William Blair & Company
94
William Blair & Company
Illinois
$223K 8,877 +5 +0.1%
PTC
95
Private Trust Company
Ohio
$203K 8,100 -500 -6%
CAM
96
Concorde Asset Management
Michigan
$202K 8,064 +8,064 New
SPIA
97
Steward Partners Investment Advisory
New York
$192K 7,650 -1,100 -13%
TIM
98
Tortoise Investment Management
New York
$150K 5,960 – –
MPCG
99
Matrix Private Capital Group
New York
$145K 5,800 – –
HI
100
Harbour Investments
Wisconsin
$141K 5,624 -25 -0.4%
2 3
4
5 6