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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

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.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.72%
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

1
LPL Financial
1
LPL Financial
California
$82.6M
2
LCM
2
Lunt Capital Management
Utah
$21.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$5.53M
4
EH
4
Equitable Holdings
New York
$14.9M
5
BCI
5
Blue Capital Inc
Nebraska
$3.03M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CC
3
Courier Capital
New York
$12M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$9.77M
5
FFS
5
Founders Financial Securities
Maryland
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
101
Kingswood Wealth Advisors
California
$241K 9,600 +9,600 New
BRWA
102
B. Riley Wealth Advisors
Florida
$240K 9,553 +9,553 New
William Blair & Company
103
William Blair & Company
Illinois
$223K 8,882 +5 +0.1%
SF
104
SageOak Financial
Oklahoma
$222K 8,859 +8,859 New
Truist Financial
105
Truist Financial
North Carolina
$208K 8,276 +8,276 New
PTC
106
Private Trust Company
Ohio
$205K 8,177 +77 +1%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$197K 7,826 +7,826 New
SPIA
108
Steward Partners Investment Advisory
New York
$192K 7,650 – –
TRCT
109
Tower Research Capital (TRC)
New York
$162K 6,465 +6,365 +6,365%
TIM
110
Tortoise Investment Management
New York
$150K 5,960 – –
HI
111
Harbour Investments
Wisconsin
$150K 5,953 +329 +6%
MPCG
112
Matrix Private Capital Group
New York
$146K 5,800 – –
GSWM
113
Golden State Wealth Management
California
$100K 3,984 +3,984 New
MAS
114
MPWM Advisory Solutions
Georgia
$86.9K 3,461 +3,461 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$86.7K 3,451 +2,862 +486%
PS
116
Principal Securities
Iowa
$51.9K 2,068 – –
S
117
SignatureFD
Georgia
$35.5K 1,414 – –
GWM
118
Geneos Wealth Management
Colorado
$32.4K 1,288 +87 +7%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$31.4K 1,250 – –
GCM
120
Gables Capital Management
Florida
$25.1K 1,000 -474 -32%
AWM
121
AE Wealth Management
Kansas
$25K 996 +996 New
CWP
122
Concord Wealth Partners
Virginia
$19.5K 776 +255 +49%
CTC
123
Central Trust Company
Missouri
$14.2K 566 – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$8.46K 337 – –
PA
125
Pineridge Advisors
Missouri
$8.32K 331 -168 -34%
2 3 4
5
6