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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $893M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
76
Fiduciary Alliance
South Carolina
$778K -$2.08M -83,084 -73%
JWCA
77
J.W. Cole Advisors
Florida
$772K -$124K -4,940 -14%
WT
78
Whittier Trust
California
$749K
RFN
79
Redwood Financial Network
Ohio
$723K
Bank of America
80
Bank of America
North Carolina
$715K -$71.2K -2,844 -9%
IF
81
Intrua Financial
Texas
$711K -$17.5K -698 -2%
NFG
82
Nations Financial Group
Iowa
$686K +$125K +4,987 +22%
NA
83
NewEdge Advisors
Louisiana
$684K +$41.1K +1,641 +6%
HAM
84
Hickory Asset Management
Ohio
$642K -$438K -17,493 -41%
AWA
85
Arete Wealth Advisors
Illinois
$619K -$1.55M -61,988 -72%
AWC
86
Adamsbrown Wealth Consultants
Kansas
$570K -$55.9K -2,230 -9%
RIS
87
Richmond Investment Services
Wisconsin
$552K +$243K +9,715 +79%
FTUS
88
Flow Traders U.S.
New York
$545K +$545K +21,771 New
SW
89
Simplicity Wealth
New Jersey
$541K -$561K -22,413 -51%
RFA
90
Resurgent Financial Advisors
Georgia
$539K -$57.9K -2,310 -10%
AAS
91
Asset Allocation Strategies
Michigan
$522K -$298K -11,886 -36%
BCA
92
Bay Colony Advisors
Massachusetts
$513K -$4.23K -169 -0.8%
SP
93
Sequent Planning
Nebraska
$503K +$19.7K +788 +4%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$469K +$469K +18,742 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$465K +$465K +18,566 New
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$455K
AAS
97
Avantax Advisory Services
Texas
$446K +$2.66K +106 +0.6%
AWA
98
Arkadios Wealth Advisors
Georgia
$438K -$4.03K -161 -0.9%
BEI
99
Benjamin Edwards Inc
Missouri
$402K -$285K -11,385 -42%
LSIA
100
LaSalle St. Investment Advisors
Illinois
$401K -$18.8K -751 -4%