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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

150 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 23 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
56
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$132M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$37.8M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.22M
4
BCI
4
Blue Capital Inc
Nebraska
$2.94M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.49M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.73M
2
Invesco
2
Invesco
Georgia
$264M
3
LCM
3
Lunt Capital Management
Utah
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$57.1M
5
AWS
5
Atria Wealth Solutions
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
MMM
101
Mendel Money Management
Illinois
$387K 15,460 +2,535 +20%
IWM
102
Iams Wealth Management
Nebraska
$378K 15,099 +15,099 New
TSS
103
Two Sigma Securities
New York
$371K 14,800 +14,800 New
AFAS
104
Acorn Financial Advisory Services
Virginia
$356K 14,217 +1,099 +8%
BRWA
105
B. Riley Wealth Advisors
Florida
$335K 13,359 +13,359 New
AAM
106
Advisors Asset Management
Colorado
$330K 13,182 -4,804 -27%
FFA
107
Farther Finance Advisors
California
$327K 13,054 -704 -5%
TYCC
108
Texas Yale Capital Corp
Florida
$313K 12,513 – –
WI
109
WBI Investments
New Jersey
$307K 12,246 +12,246 New
GC
110
Grimes & Company
Massachusetts
$284K 11,339 +142 +1%
PS
111
Principal Securities
Iowa
$271K 10,824 +8,756 +423%
HWM
112
Howard Wealth Management
Connecticut
$270K 10,776 +10,776 New
MIH
113
Meitav Investment House
Israel
$261K 10,462 -5,623 -35%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$240K 9,572 +9,572 New
SFS
115
Sowell Financial Services
Arkansas
$225K 8,973 +8,973 New
William Blair & Company
116
William Blair & Company
Illinois
$223K 8,890 +4 +0%
HWA
117
HHM Wealth Advisors
Tennessee
$222K 8,855 – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$221K 8,830 -1,000 -10%
KWM
119
Kingsview Wealth Management
Oregon
$217K 8,682 +8,682 New
IW
120
IronOak Wealth
Texas
$202K 8,055 +8,055 New
EAM
121
Empirical Asset Management
Massachusetts
$201K 8,017 +8,017 New
TCM
122
Traub Capital Management
Massachusetts
$197K 7,874 +7,874 New
GRP
123
Global Retirement Partners
California
$196K 7,829 +7,829 New
HI
124
Harbour Investments
Wisconsin
$149K 5,931 +177 +3%
MPCG
125
Matrix Private Capital Group
New York
$145K 5,800 – –
3 4
5
6 7