Invesco Variable Rate Investment Grade ETF
VRIG
144 hedge funds and large institutions have $919M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 17 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 54
2% more capital invested
Capital invested by funds: $899M → $919M (+$20.2M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.87% less ownership
Funds ownership: 74.57% → 71.7% (-2.9%)
6% less funds holding
Funds holding: 154 → 144 (-10)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$13.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.5M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$11.6M |
| 4 |
HA
Harfst & Associates
Sheridan,
Wyoming
|
+$3.6M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15M |
| 2 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
-$8.56M |
| 3 |
Morgan Stanley
New York
|
-$6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$3.32M |
| 5 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$2.77M |
VRIG Hedge Fund Activity: Q3 2025 in Review
144 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q3 2025, worth a combined $919M — up 2.2% from $899M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of VRIG and 11 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 64 added.
The largest buyer was Bank Julius Baer & Co, adding an estimated $13.1M. The largest seller was Osaic Holdings, cutting an estimated $15M.
- 144 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q3 2025, down from 154 in Q2 2025.
- Funds reported $919M of Invesco Variable Rate Investment Grade ETF stock for Q3 2025, up 2.2% quarter-over-quarter.
- 11 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q3 2025 and 17 closed out, a net change of -6 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q3 2025 was Bank Julius Baer & Co, an estimated $13.1M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q3 2025 was Osaic Holdings, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2025.