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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Howard Wealth Management
Connecticut
$366K +$49.6K +1,974 +16%
FA
102
Fiduciary Alliance
South Carolina
$359K -$40.7K -1,622 -10%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$357K +$357K +14,211 New
TFM
104
Trademark Financial Management
Minnesota
$347K -$356K -14,186 -51%
CBTWT
105
Community Bank & Trust (Waco, Texas)
Texas
$345K +$345K +13,750 New
GC
106
Grimes & Company
Massachusetts
$292K +$3.49K +139 +1%
FFS
107
Founders Financial Securities
Maryland
$282K -$1.82M -72,651 -87%
SFS
108
Sowell Financial Services
Arkansas
$278K +$58.3K +2,323 +27%
TSS
109
Two Sigma Securities
New York
$268K +$268K +10,676 New
MML Investors Services
110
MML Investors Services
Massachusetts
$267K +$267K +10,643 New
FFA
111
Farther Finance Advisors
California
$248K +$151 +6 +0.1%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$244K +$1.88K +75 +0.8%
GWM
113
Geneos Wealth Management
Colorado
$244K
Goldman Sachs
114
Goldman Sachs
New York
$242K +$242K +9,642 New
EAM
115
Empirical Asset Management
Massachusetts
$238K -$1.23K -49 -0.5%
AOWM
116
Asset One Wealth Management
Washington
$237K +$237K +9,443 New
SWM
117
SHP Wealth Management
Massachusetts
$229K +$229K +9,109 New
William Blair & Company
118
William Blair & Company
Illinois
$223K +$12K +476 +6%
HWA
119
HHM Wealth Advisors
Tennessee
$222K
AA
120
Armis Advisers
Georgia
$221K -$3.57M -142,014 -94%
MMM
121
Mendel Money Management
Illinois
$212K -$159K -6,350 -43%
SEP
122
Signature Equity Partners
Ohio
$212K +$212K +8,435 New
MIH
123
Meitav Investment House
Israel
$210K -$45.4K -1,810 -18%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$172K -$50.1K -1,994 -23%
PTC
125
Private Trust Company
Ohio
$159K +$1.13K +45 +0.7%