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Invesco Variable Rate Investment Grade ETF
VRIG

129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

9% more funds holding

Funds holding: 118 → 129 (+11)

5% more capital invested

Capital invested by funds: $809M → $846M (+$37.1M)

0.07% more ownership

Funds ownership: 76.32% → 76.38% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$18.4M
2
LCM
Lunt Capital Management
Utah
+$10.3M
3
EH
Equitable Holdings
New York
+$3.18M
4
CPWA
Cerro Pacific Wealth Advisors
California
+$2.54M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$6.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.92M
3
CC
Courier Capital
New York
-$3.12M
4
TCWM
Total Clarity Wealth Management
Illinois
-$3.03M
5
FFS
Founders Financial Securities
Maryland
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
101
Kingswood Wealth Advisors
California
$241K +$241K +9,600 New
BRWA
102
B. Riley Wealth Advisors
Florida
$240K +$240K +9,553 New
William Blair & Company
103
William Blair & Company
Illinois
$223K +$126 +5 +0.1%
SF
104
SageOak Financial
Oklahoma
$222K +$223K +8,859 New
Truist Financial
105
Truist Financial
North Carolina
$208K +$208K +8,276 New
PTC
106
Private Trust Company
Ohio
$205K +$1.94K +77 +1%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$197K +$197K +7,826 New
SPIA
108
Steward Partners Investment Advisory
New York
$192K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$162K +$160K +6,365 +6,365%
TIM
110
Tortoise Investment Management
New York
$150K – – –
HI
111
Harbour Investments
Wisconsin
$150K +$8.27K +329 +6%
MPCG
112
Matrix Private Capital Group
New York
$146K – – –
GSWM
113
Golden State Wealth Management
California
$100K +$100K +3,984 New
MAS
114
MPWM Advisory Solutions
Georgia
$86.9K +$87K +3,461 New
JP Morgan Chase
115
JP Morgan Chase
New York
$86.7K +$71.9K +2,862 +486%
PS
116
Principal Securities
Iowa
$51.9K – – –
S
117
SignatureFD
Georgia
$35.5K – – –
GWM
118
Geneos Wealth Management
Colorado
$32.4K +$2.19K +87 +7%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$31.4K – – –
GCM
120
Gables Capital Management
Florida
$25.1K -$11.9K -474 -32%
AWM
121
AE Wealth Management
Kansas
$25K +$25K +996 New
CWP
122
Concord Wealth Partners
Virginia
$19.5K +$6.41K +255 +49%
CTC
123
Central Trust Company
Missouri
$14.2K – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$8.46K – – –
PA
125
Pineridge Advisors
Missouri
$8.32K -$4.22K -168 -34%
2 3 4
5
6

VRIG Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2024, worth a combined $846M — up 4.6% from $809M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VRIG positions and 10 closed out — a net gain of 14 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.4M. The largest seller was HighTower Advisors, cutting an estimated $6.48M.

  • 129 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $846M of Invesco Variable Rate Investment Grade ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
  • 24 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2024 and 10 closed out, a net change of +14 holders.
  • The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2024 was LPL Financial, an estimated $18.4M added.
  • The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2024 was HighTower Advisors, an estimated $6.48M sold.

Based on aggregated 13F filings for Q4 2024.