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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

153 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 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$28.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
3
CIA
Concurrent Investment Advisors
Florida
+$4.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.01M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.6M
2
Invesco
Invesco
Georgia
-$48.2M
3
LCM
Lunt Capital Management
Utah
-$19.5M
4
Morgan Stanley
Morgan Stanley
New York
-$18.3M
5
AWS
Atria Wealth Solutions
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
101
Mendel Money Management
Illinois
$387K +$63.5K +2,535 +20%
IWM
102
Iams Wealth Management
Nebraska
$378K +$378K +15,099 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$371K +$371K +14,826 New
TSS
104
Two Sigma Securities
New York
$371K +$371K +14,800 New
AFAS
105
Acorn Financial Advisory Services
Virginia
$356K +$27.5K +1,099 +8%
BRWA
106
B. Riley Wealth Advisors
Florida
$335K +$335K +13,359 New
AAM
107
Advisors Asset Management
Colorado
$330K -$120K -4,804 -27%
FFA
108
Farther Finance Advisors
California
$327K -$17.6K -704 -5%
TYCC
109
Texas Yale Capital Corp
Florida
$313K – – –
WI
110
WBI Investments
New Jersey
$307K +$307K +12,246 New
GC
111
Grimes & Company
Massachusetts
$284K +$3.56K +142 +1%
PS
112
Principal Securities
Iowa
$271K +$219K +8,756 +423%
HWM
113
Howard Wealth Management
Connecticut
$270K +$270K +10,776 New
MIH
114
Meitav Investment House
Israel
$261K -$140K -5,623 -35%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$240K +$240K +9,572 New
SFS
116
Sowell Financial Services
Arkansas
$225K +$225K +8,973 New
William Blair & Company
117
William Blair & Company
Illinois
$223K +$100 +4 +0%
HWA
118
HHM Wealth Advisors
Tennessee
$222K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$221K -$25K -1,000 -10%
KWM
120
Kingsview Wealth Management
Oregon
$217K +$217K +8,682 New
IW
121
IronOak Wealth
Texas
$202K +$202K +8,055 New
EAM
122
Empirical Asset Management
Massachusetts
$201K +$201K +8,017 New
TCM
123
Traub Capital Management
Massachusetts
$197K +$197K +7,874 New
GRP
124
Global Retirement Partners
California
$196K +$196K +7,829 New
HI
125
Harbour Investments
Wisconsin
$149K +$4.43K +177 +3%
3 4
5
6 7