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Invesco Variable Rate Investment Grade ETF

153 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 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPCG
126
Matrix Private Capital Group
New York
$145K
NS
127
NBC Securities
Alabama
$132K
GWM
128
Geneos Wealth Management
Colorado
$132K -$3.14M -125,320 -96%
TIM
129
Tortoise Investment Management
New York
$124K
GSWM
130
Golden State Wealth Management
California
$97.3K
PTC
131
Private Trust Company
Ohio
$61.6K -$162K -6,483 -72%
US Bancorp
132
US Bancorp
Minnesota
$60.8K +$60.8K +2,428 New
ACA
133
Aptus Capital Advisors
Alabama
$58.4K +$58.4K +2,331 New
AF
134
Allworth Financial
California
$49.9K
S
135
SignatureFD
Georgia
$35.4K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$31.3K -$80.8K -3,227 -72%
CA
137
CoreCap Advisors
Michigan
$30.2K +$30.2K +1,206 New
GCM
138
Gables Capital Management
Florida
$25.1K
BIG
139
Brooklyn Investment Group
New York
$25.1K +$25.1K +1,000 New
JWA
140
JFS Wealth Advisors
Pennsylvania
$23.7K
CWP
141
Concord Wealth Partners
Virginia
$15.5K -$1.5K -60 -9%
SWM
142
Spire Wealth Management
Virginia
$15.1K +$7.66K +306 +103%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$10.2K -$3.56K -142 -26%
CTC
144
Central Trust Company
Missouri
$4.96K -$9.22K -368 -65%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$4.11K
PA
146
Pineridge Advisors
Missouri
$4K -$350 -14 -8%
EC
147
Elequin Capital
New York
$3.56K +$3.56K +142 New
SIS
148
Sound Income Strategies
Florida
$2.46K -$4.84K -193 -66%
CFD
149
Creative Financial Designs
Indiana
$2.38K
CFB
150
Cullen/Frost Bankers
Texas
$1.43K +$1.43K +57 New