Invesco Variable Rate Investment Grade ETF
VRIG
129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
68% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 34
9% more funds holding
Funds holding: 118 → 129 (+11)
5% more capital invested
Capital invested by funds: $809M → $846M (+$37.1M)
0.07% more ownership
Funds ownership: 76.32% → 76.38% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 2 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$10.3M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.18M |
| 4 |
CPWA
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
+$2.54M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.92M |
| 3 |
CC
Courier Capital
Buffalo,
New York
|
-$3.12M |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$3.03M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$2.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Comerica Bank
Dallas,
Texas
| $5.38K | – | – | – |
|
127
National Bank of Canada
Montreal,
Quebec, Canada
| $4.12K | +$4.12K | +164 | New |
|
|
SAM
128
Synergy Asset Management
Vancouver,
Washington
| $401 | +$402 | +16 | New |
|
|
NS
129
NBC Securities
Birmingham,
Alabama
| $130 | -$130K | -5,176 | -100% |
|
|
130
Citadel Advisors
Miami,
Florida
| – | -$4.92M | -196,029 | Closed |
|
131
Jane Street
New York
| – | -$1.27M | -50,698 | Closed |
|
|
SW
132
Simplicity Wealth
Summit,
New Jersey
| – | -$976K | -38,897 | Closed |
|
|
SPC
133
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$599K | -23,863 | Closed |
|
|
BW
134
Bison Wealth
Atlanta,
Georgia
| – | -$261K | -10,414 | Closed |
|
|
CAM
135
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$202K | -8,064 | Closed |
|
136
UBS Group
Zurich,
Switzerland
| – | -$20.9K | -834 | Closed |
|
|
CAL
137
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$7K | -277 | Closed |
|
|
GM
138
GeoWealth Management
Chicago,
Illinois
| – | -$6.8K | -271 | Closed |
|
139
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
VRIG Hedge Fund Activity: Q4 2024 in Review
129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2024, worth a combined $846M — up 4.6% from $809M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VRIG positions and 10 closed out — a net gain of 14 holders — while 57 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.4M. The largest seller was HighTower Advisors, cutting an estimated $6.48M.
- 129 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2024, up from 118 in Q3 2024.
- Funds reported $846M of Invesco Variable Rate Investment Grade ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
- 24 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2024 and 10 closed out, a net change of +14 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2024 was LPL Financial, an estimated $18.4M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2024 was HighTower Advisors, an estimated $6.48M sold.
Based on aggregated 13F filings for Q4 2024.