We are live on ! Find out more
VRIG icon

Invesco Variable Rate Investment Grade ETF

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.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$183M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 129145 (+16)

3.97% less ownership

Funds ownership: 76.38%72.41% (-4%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$728K +$521K +20,755 +251%
RFN
77
Redwood Financial Network
Ohio
$724K +$18.5K +738 +3%
TFM
78
Trademark Financial Management
Minnesota
$717K +$174K +6,917 +32%
MML Investors Services
79
MML Investors Services
Massachusetts
$703K +$440K +17,511 +166%
CW
80
CreativeOne Wealth
Kansas
$692K +$693K +27,580 New
BEI
81
Benjamin Edwards Inc
Missouri
$688K -$868K -34,563 -56%
HIM
82
Hanlon Investment Management
New Jersey
$663K +$665K +26,453 New
NA
83
NewEdge Advisors
Louisiana
$644K -$33.7K -1,341 -5%
MCM
84
Mainstay Capital Management
Michigan
$628K -$495K -19,710 -44%
AWC
85
Adamsbrown Wealth Consultants
Kansas
$626K -$161K -6,426 -20%
AG
86
Ascent Group
Virginia
$604K +$605K +24,091 New
RFA
87
Resurgent Financial Advisors
Georgia
$598K -$36.1K -1,437 -6%
JP Morgan Chase
88
JP Morgan Chase
New York
$580K +$494K +19,656 +570%
NFG
89
Nations Financial Group
Iowa
$561K +$270K +10,734 +92%
IA
90
Inspire Advisors
Idaho
$551K -$94.1K -3,745 -15%
CIA
91
Concurrent Investment Advisors
Florida
$546K +$91.9K +3,656 +20%
BCA
92
Bay Colony Advisors
Massachusetts
$518K -$65.7K -2,613 -11%
SP
93
Sequent Planning
Nebraska
$483K -$145K -5,790 -23%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$475K +$476K +18,942 New
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$455K +$456K +18,150 New
AAM
96
Advisors Asset Management
Colorado
$451K -$95.2K -3,790 -17%
AAS
97
Avantax Advisory Services
Texas
$444K +$5.05K +201 +1%
AWA
98
Arkadios Wealth Advisors
Georgia
$442K -$63.2K -2,516 -12%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$439K +$106K +4,229 +32%
PBO
100
Peoples Bank (Ohio)
Ohio
$424K +$424K +16,891 New