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Invesco Variable Rate Investment Grade ETF

144 hedge funds and large institutions have $919M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Howard Wealth Management
Connecticut
$316K
FTUS
102
Flow Traders U.S.
New York
$299K
GC
103
Grimes & Company
Massachusetts
$288K
MIH
104
Meitav Investment House
Israel
$256K
FFA
105
Farther Finance Advisors
California
$248K
GWM
106
Geneos Wealth Management
Colorado
$244K
SSWM
107
Sheets Smith Wealth Management
North Carolina
$242K
SOS
108
Silver Oak Securities
Tennessee
$242K
EAM
109
Empirical Asset Management
Massachusetts
$239K
BEI
110
Benjamin Edwards Inc
Missouri
$232K
HWA
111
HHM Wealth Advisors
Tennessee
$222K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$222K
SFS
113
Sowell Financial Services
Arkansas
$220K
SW
114
Simplicity Wealth
New Jersey
$218K
PFG
115
PAX Financial Group
Texas
$212K
William Blair & Company
116
William Blair & Company
Illinois
$211K
KIA
117
Kraematon Investment Advisors
Massachusetts
$209K
UWP
118
Uniting Wealth Partners
Kansas
$209K
AAM
119
Advisors Asset Management
Colorado
$178K
PTC
120
Private Trust Company
Ohio
$158K
ACA
121
Aptus Capital Advisors
Alabama
$153K
MPCG
122
Matrix Private Capital Group
New York
$146K
NS
123
NBC Securities
Alabama
$132K
TIM
124
Tortoise Investment Management
New York
$124K
JP Morgan Chase
125
JP Morgan Chase
New York
$102K