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Invesco Variable Rate Investment Grade ETF

149 hedge funds and large institutions have $962M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$357K
TFM
102
Trademark Financial Management
Minnesota
$347K
CBTWT
103
Community Bank & Trust (Waco, Texas)
Texas
$345K
GC
104
Grimes & Company
Massachusetts
$292K
FFS
105
Founders Financial Securities
Maryland
$282K
SFS
106
Sowell Financial Services
Arkansas
$278K
TSS
107
Two Sigma Securities
New York
$268K
MML Investors Services
108
MML Investors Services
Massachusetts
$267K
FFA
109
Farther Finance Advisors
California
$248K
SSWM
110
Sheets Smith Wealth Management
North Carolina
$244K
GWM
111
Geneos Wealth Management
Colorado
$244K
Goldman Sachs
112
Goldman Sachs
New York
$242K
EAM
113
Empirical Asset Management
Massachusetts
$238K
AOWM
114
Asset One Wealth Management
Washington
$237K
William Blair & Company
115
William Blair & Company
Illinois
$223K
HWA
116
HHM Wealth Advisors
Tennessee
$222K
MMM
117
Mendel Money Management
Illinois
$212K
SEP
118
Signature Equity Partners
Ohio
$212K
MIH
119
Meitav Investment House
Israel
$210K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$172K
PTC
121
Private Trust Company
Ohio
$159K
MPCG
122
Matrix Private Capital Group
New York
$146K
GSWM
123
Golden State Wealth Management
California
$97.5K
KFAS
124
Keating Financial Advisory Services
Kansas
$96.9K
NS
125
NBC Securities
Alabama
$83.7K