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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$950K +$8.86K +353 +0.9%
SF
77
Summit Financial
New Jersey
$850K -$41.1K -1,636 -5%
NFG
78
Nations Financial Group
Iowa
$792K +$14.7K +585 +2%
WT
79
Whittier Trust
California
$730K
Bank of America
80
Bank of America
North Carolina
$712K -$34.2K -1,362 -5%
PWM
81
Perigon Wealth Management
California
$670K
IF
82
Intrua Financial
Texas
$661K +$56.6K +2,253 +9%
AWA
83
Arete Wealth Advisors
Illinois
$604K -$7.93K -316 -1%
SW
84
Simplicity Wealth
New Jersey
$574K +$356K +14,185 +164%
NA
85
NewEdge Advisors
Louisiana
$571K -$69K -2,747 -11%
MCM
86
Mainstay Capital Management
Michigan
$553K -$254K -10,106 -31%
SP
87
Sequent Planning
Nebraska
$550K +$7.26K +289 +1%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$545K +$15.5K +619 +3%
OC
89
Oppenheimer & Co
New York
$540K -$269K -10,700 -33%
BCA
90
Bay Colony Advisors
Massachusetts
$538K +$26.4K +1,053 +5%
RIS
91
Richmond Investment Services
Wisconsin
$535K +$11.8K +471 +2%
PS
92
Principal Securities
Iowa
$526K +$92.3K +3,677 +21%
AAS
93
Asset Allocation Strategies
Michigan
$454K +$39.3K +1,564 +9%
PFG
94
PAX Financial Group
Texas
$449K +$237K +9,445 +112%
BW
95
Bravera Wealth
North Dakota
$442K +$442K +17,611 New
AFAS
96
Acorn Financial Advisory Services
Virginia
$417K +$17.3K +690 +4%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$403K -$15.1K -600 -4%
LSIA
98
LaSalle St. Investment Advisors
Illinois
$390K -$577 -23 -0.1%
GRP
99
Global Retirement Partners
California
$388K +$14.3K +568 +4%
AG
100
AmeriFlex Group
Nevada
$370K +$370K +14,750 New