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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$88.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
LPL Financial
3
LPL Financial
California
$104M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14M

Top Sellers

1
VRM
1
Vectors Research Management
New York
$6.34M
2
CC
2
Courier Capital
New York
$5.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
AAA
4
American Alpha Advisors
New York
$0
5
Invesco
5
Invesco
Georgia
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$728K 29,031 +20,755 +251%
RFN
77
Redwood Financial Network
Ohio
$724K 28,880 +738 +3%
TFM
78
Trademark Financial Management
Minnesota
$717K 28,582 +6,917 +32%
MML Investors Services
79
MML Investors Services
Massachusetts
$703K 28,038 +17,511 +166%
CW
80
CreativeOne Wealth
Kansas
$692K 27,580 +27,580 New
BEI
81
Benjamin Edwards Inc
Missouri
$688K 27,420 -34,563 -56%
HIM
82
Hanlon Investment Management
New Jersey
$663K 26,453 +26,453 New
NA
83
NewEdge Advisors
Louisiana
$644K 25,679 -1,341 -5%
MCM
84
Mainstay Capital Management
Michigan
$628K 25,051 -19,710 -44%
AWC
85
Adamsbrown Wealth Consultants
Kansas
$626K 24,965 -6,426 -20%
AG
86
Ascent Group
Virginia
$604K 24,091 +24,091 New
RFA
87
Resurgent Financial Advisors
Georgia
$598K 23,846 -1,437 -6%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$580K 23,107 +19,656 +570%
NFG
89
Nations Financial Group
Iowa
$561K 22,380 +10,734 +92%
IA
90
Inspire Advisors
Idaho
$551K 21,955 -3,745 -15%
CIA
91
Concurrent Investment Advisors
Florida
$546K 21,789 +3,656 +20%
BCA
92
Bay Colony Advisors
Massachusetts
$518K 20,644 -2,613 -11%
SP
93
Sequent Planning
Nebraska
$483K 19,278 -5,790 -23%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$475K 18,942 +18,942 New
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$455K 18,150 +18,150 New
AAM
96
Advisors Asset Management
Colorado
$451K 17,986 -3,790 -17%
AAS
97
Avantax Advisory Services
Texas
$444K 17,717 +201 +1%
AWA
98
Arkadios Wealth Advisors
Georgia
$442K 17,637 -2,516 -12%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$439K 17,513 +4,229 +32%
PBO
100
Peoples Bank (Ohio)
Ohio
$424K 16,891 +16,891 New
2 3
4
5 6