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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
126
Hanlon Investment Management
New Jersey
$238K +$239K +9,509 New
GWM
127
Geneos Wealth Management
Colorado
$231K -$11.8K -469 -5%
APW
128
Axim Planning & Wealth
Ohio
$226K +$227K +9,030 New
HWA
129
HHM Wealth Advisors
Tennessee
$222K
MMM
130
Mendel Money Management
Illinois
$219K +$7.53K +300 +4%
William Blair & Company
131
William Blair & Company
Illinois
$210K -$11.8K -468 -5%
BIG
132
Brookwood Investment Group
Arizona
$210K +$210K +8,379 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$206K +$207K +8,228 New
NS
134
NBC Securities
Alabama
$194K +$111K +4,400 +132%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$171K
PTC
136
Private Trust Company
Ohio
$160K +$1.33K +53 +0.8%
MPCG
137
Matrix Private Capital Group
New York
$145K
SEP
138
Signature Equity Partners
Ohio
$140K -$71.9K -2,862 -34%
CA
139
CoreCap Advisors
Michigan
$136K +$91K +3,624 +199%
UBS Group
140
UBS Group
Switzerland
$108K +$108K +4,308 New
HAP
141
Harbor Asset Planning
Massachusetts
$80.2K +$80.5K +3,204 New
GSWM
142
Golden State Wealth Management
California
$66.2K -$31.1K -1,238 -32%
AF
143
Allworth Financial
California
$49.9K
EWM
144
Evolution Wealth Management
Florida
$49.4K +$49.6K +1,974 New
CIAS
145
Capital Investment Advisory Services
North Carolina
$37.8K +$37.9K +1,511 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$35.6K +$402 +16 +1%
S
147
SignatureFD
Georgia
$35.4K
SIS
148
Sound Income Strategies
Florida
$35.4K +$35.4K +1,411 +141,100%
PL
149
Protective Life
Alabama
$30.5K +$30.6K +1,217 New
GCM
150
Gables Capital Management
Florida
$25K