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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$511K -$200K -7,951 -28%
KFAS
102
Keating Financial Advisory Services
Kansas
$459K +$363K +14,471 +375%
FFA
103
Farther Finance Advisors
California
$456K +$209K +8,332 +84%
MOS
104
MGO One Seven
Ohio
$452K +$453K +18,046 New
AWA
105
Arete Wealth Advisors
Illinois
$447K -$156K -6,195 -26%
RF
106
Rossby Financial
Florida
$443K +$445K +17,708 New
HWM
107
Howard Wealth Management
Connecticut
$439K +$74.5K +2,967 +20%
MML Investors Services
108
MML Investors Services
Massachusetts
$431K +$166K +6,591 +62%
TFM
109
Trademark Financial Management
Minnesota
$426K +$80.4K +3,202 +23%
MCM
110
Mainstay Capital Management
Michigan
$421K -$131K -5,201 -24%
BW
111
Bravera Wealth
North Dakota
$401K -$40.3K -1,606 -9%
AFAS
112
Acorn Financial Advisory Services
Virginia
$400K -$16.3K -648 -4%
AW
113
Alteri Wealth
California
$394K +$395K +15,735 New
LSIA
114
LaSalle St. Investment Advisors
Illinois
$393K +$4.24K +169 +1%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$377K -$25.1K -1,000 -6%
CBTWT
116
Community Bank & Trust (Waco, Texas)
Texas
$375K +$30.5K +1,215 +9%
SFS
117
Sowell Financial Services
Arkansas
$332K +$54.9K +2,186 +20%
EAM
118
Empirical Asset Management
Massachusetts
$330K +$93.1K +3,706 +39%
IAA
119
Independent Advisor Alliance
North Carolina
$321K +$322K +12,812 New
GC
120
Grimes & Company
Massachusetts
$294K +$3.39K +135 +1%
FA
121
Fiduciary Alliance
South Carolina
$274K -$84.3K -3,357 -24%
LWPC
122
Legacy Wealth Partners (Colorado)
Colorado
$256K +$257K +10,239 New
SWM
123
SHP Wealth Management
Massachusetts
$247K +$19.1K +760 +8%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$243K -$301 -12 -0.1%
VA
125
VestGen Advisors
Illinois
$240K +$240K +9,572 New