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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

150 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 23 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
56
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$132M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$37.8M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.22M
4
BCI
4
Blue Capital Inc
Nebraska
$2.94M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.49M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.73M
2
Invesco
2
Invesco
Georgia
$264M
3
LCM
3
Lunt Capital Management
Utah
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$57.1M
5
AWS
5
Atria Wealth Solutions
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
126
NBC Securities
Alabama
$132K 5,273 – –
GWM
127
Geneos Wealth Management
Colorado
$132K 5,252 -125,320 -96%
TIM
128
Tortoise Investment Management
New York
$124K 4,950 – –
GSWM
129
Golden State Wealth Management
California
$97.3K 3,883 – –
PTC
130
Private Trust Company
Ohio
$61.6K 2,460 -6,483 -72%
US Bancorp
131
US Bancorp
Minnesota
$60.8K 2,428 +2,428 New
ACA
132
Aptus Capital Advisors
Alabama
$58.4K 2,331 +2,331 New
AF
133
Allworth Financial
California
$49.9K 1,993 – –
S
134
SignatureFD
Georgia
$35.4K 1,414 – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$31.3K 1,250 -3,227 -72%
CA
136
CoreCap Advisors
Michigan
$30.2K 1,206 +1,206 New
GCM
137
Gables Capital Management
Florida
$25.1K 1,000 – –
BIG
138
Brooklyn Investment Group
New York
$25.1K 1,000 +1,000 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$23.7K 947 – –
CWP
140
Concord Wealth Partners
Virginia
$15.5K 620 -60 -9%
SWM
141
Spire Wealth Management
Virginia
$15.1K 604 +306 +103%
CTC
142
Central Trust Company
Missouri
$4.96K 198 -368 -65%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$4.11K 164 – –
PA
144
Pineridge Advisors
Missouri
$4K 160 -14 -8%
EC
145
Elequin Capital
New York
$3.56K 142 +142 New
SIS
146
Sound Income Strategies
Florida
$2.46K 98 -193 -66%
CFD
147
Creative Financial Designs
Indiana
$2.38K 95 – –
CFB
148
Cullen/Frost Bankers
Texas
$1.43K 57 +57 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.4K 56 +54 +2,700%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$75 3 -3,197 -100%
3 4 5
6
7