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Invesco Variable Rate Investment Grade ETF
VRIG

129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

9% more funds holding

Funds holding: 118 → 129 (+11)

5% more capital invested

Capital invested by funds: $809M → $846M (+$37.1M)

0.07% more ownership

Funds ownership: 76.32% → 76.38% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$18.4M
2
LCM
Lunt Capital Management
Utah
+$10.3M
3
EH
Equitable Holdings
New York
+$3.18M
4
CPWA
Cerro Pacific Wealth Advisors
California
+$2.54M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$6.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.92M
3
CC
Courier Capital
New York
-$3.12M
4
TCWM
Total Clarity Wealth Management
Illinois
-$3.03M
5
FFS
Founders Financial Securities
Maryland
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
Inspire Advisors
Idaho
$645K +$231K +9,206 +56%
RFA
77
Resurgent Financial Advisors
Georgia
$635K +$103K +4,091 +19%
SP
78
Sequent Planning
Nebraska
$630K +$67.7K +2,694 +12%
BCA
79
Bay Colony Advisors
Massachusetts
$584K -$70.5K -2,805 -11%
AAM
80
Advisors Asset Management
Colorado
$547K +$67.3K +2,677 +14%
TFM
81
Trademark Financial Management
Minnesota
$544K -$2.01K -80 -0.4%
TI
82
TrueMark Investments
Illinois
$543K +$128K +5,097 +31%
AWA
83
Arkadios Wealth Advisors
Georgia
$506K -$123K -4,887 -20%
CA
84
Calton & Associates
Florida
$502K -$662K -26,355 -57%
NAS
85
NWF Advisory Services
California
$500K +$500K +19,908 New
CIA
86
Concurrent Investment Advisors
Florida
$455K +$456K +18,133 New
HWA
87
HHM Wealth Advisors
Tennessee
$452K -$169K -6,715 -27%
AAS
88
Avantax Advisory Services
Texas
$440K +$440K +17,516 New
TYCC
89
Texas Yale Capital Corp
Florida
$440K -$42.7K -1,700 -9%
LSIA
90
LaSalle St. Investment Advisors
Illinois
$414K +$414K +16,496 New
FFA
91
Farther Finance Advisors
California
$375K – – –
AFAS
92
Acorn Financial Advisory Services
Virginia
$369K +$54.5K +2,170 +17%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$334K +$2.41K +96 +0.7%
MMM
94
Mendel Money Management
Illinois
$317K – – –
RIS
95
Richmond Investment Services
Wisconsin
$309K +$309K +12,298 New
NFG
96
Nations Financial Group
Iowa
$292K +$293K +11,646 New
GC
97
Grimes & Company
Massachusetts
$278K +$4.09K +163 +1%
MML Investors Services
98
MML Investors Services
Massachusetts
$264K +$264K +10,527 New
GRP
99
Global Retirement Partners
California
$257K -$176K -7,014 -41%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$247K – – –
2 3
4
5 6

VRIG Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2024, worth a combined $846M — up 4.6% from $809M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VRIG positions and 10 closed out — a net gain of 14 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.4M. The largest seller was HighTower Advisors, cutting an estimated $6.48M.

  • 129 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $846M of Invesco Variable Rate Investment Grade ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
  • 24 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2024 was LPL Financial, an estimated $18.4M added.
  • The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2024 was HighTower Advisors, an estimated $6.48M sold.

Based on aggregated 13F filings for Q4 2024.