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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.72%
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

1
LPL Financial
1
LPL Financial
California
$82.6M
2
LCM
2
Lunt Capital Management
Utah
$21.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$5.53M
4
EH
4
Equitable Holdings
New York
$14.9M
5
BCI
5
Blue Capital Inc
Nebraska
$3.03M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CC
3
Courier Capital
New York
$12M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$9.77M
5
FFS
5
Founders Financial Securities
Maryland
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
Inspire Advisors
Idaho
$645K 25,700 +9,206 +56%
RFA
77
Resurgent Financial Advisors
Georgia
$635K 25,283 +4,091 +19%
SP
78
Sequent Planning
Nebraska
$630K 25,068 +2,694 +12%
BCA
79
Bay Colony Advisors
Massachusetts
$584K 23,257 -2,805 -11%
AAM
80
Advisors Asset Management
Colorado
$547K 21,776 +2,677 +14%
TFM
81
Trademark Financial Management
Minnesota
$544K 21,665 -80 -0.4%
TI
82
TrueMark Investments
Illinois
$543K 21,602 +5,097 +31%
AWA
83
Arkadios Wealth Advisors
Georgia
$506K 20,153 -4,887 -20%
CA
84
Calton & Associates
Florida
$502K 19,995 -26,355 -57%
NAS
85
NWF Advisory Services
California
$500K 19,908 +19,908 New
CIA
86
Concurrent Investment Advisors
Florida
$455K 18,133 +18,133 New
HWA
87
HHM Wealth Advisors
Tennessee
$452K 18,005 -6,715 -27%
AAS
88
Avantax Advisory Services
Texas
$440K 17,516 +17,516 New
TYCC
89
Texas Yale Capital Corp
Florida
$440K 17,513 -1,700 -9%
LSIA
90
LaSalle St. Investment Advisors
Illinois
$414K 16,496 +16,496 New
FFA
91
Farther Finance Advisors
California
$375K 14,948 – –
AFAS
92
Acorn Financial Advisory Services
Virginia
$369K 14,706 +2,170 +17%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$334K 13,284 +96 +0.7%
MMM
94
Mendel Money Management
Illinois
$317K 12,620 – –
RIS
95
Richmond Investment Services
Wisconsin
$309K 12,298 +12,298 New
NFG
96
Nations Financial Group
Iowa
$292K 11,646 +11,646 New
GC
97
Grimes & Company
Massachusetts
$278K 11,057 +163 +1%
MML Investors Services
98
MML Investors Services
Massachusetts
$264K 10,527 +10,527 New
GRP
99
Global Retirement Partners
California
$257K 10,248 -7,014 -41%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$247K 9,830 – –
2 3
4
5 6