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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$80.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.9M
3
LPL Financial
LPL Financial
California
+$21.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$14M

Top Sellers

1
VRM
Vectors Research Management
New York
-$8.48M
2
CC
Courier Capital
New York
-$6.24M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.85M
4
AAA
American Alpha Advisors
New York
-$5.72M
5
Invesco
Invesco
Georgia
-$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
126
Golden State Wealth Management
California
$97.4K -$2.53K -101 -3%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$80.3K -$116K -4,626 -59%
PS
128
Principal Securities
Iowa
$51.9K – – –
WT
129
Washington Trust
Rhode Island
$50.2K +$50.2K +2,000 New
AF
130
Allworth Financial
California
$49.7K +$49.7K +1,993 New
S
131
SignatureFD
Georgia
$35.5K – – –
UB
132
UMB Bank
Missouri
$26.2K +$26.2K +1,045 New
GCM
133
Gables Capital Management
Florida
$25.1K – – –
JWA
134
JFS Wealth Advisors
Pennsylvania
$23.8K +$23.8K +947 New
UBS Group
135
UBS Group
Switzerland
$19K +$19K +757 New
CWP
136
Concord Wealth Partners
Virginia
$17.1K -$2.41K -96 -12%
CTC
137
Central Trust Company
Missouri
$14.2K – – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$13.7K +$13.7K +549 New
SWM
139
Spire Wealth Management
Virginia
$7.48K +$7.48K +298 New
SIS
140
Sound Income Strategies
Florida
$7.31K +$7.31K +291 New
Comerica Bank
141
Comerica Bank
Texas
$6.85K +$1.48K +59 +28%
PA
142
Pineridge Advisors
Missouri
$4.37K -$3.95K -157 -47%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$4.11K – – –
CFD
144
Creative Financial Designs
Indiana
$2.38K +$2.38K +95 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$50 +$50 +2 New
AAA
146
American Alpha Advisors
New York
– -$5.72M -227,685 Closed
SOS
147
Silver Oak Securities
Tennessee
– -$3.83M -152,643 Closed
CFGS
148
Concourse Financial Group Securities
Alabama
– -$3.59M -142,643 Closed
JFG
149
Jefferies Financial Group
New York
– -$784K -31,229 Closed
ACP
150
Aveo Capital Partners
Colorado
– -$742K -29,525 Closed
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