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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
126
Matrix Private Capital Group
New York
$146K
GSWM
127
Golden State Wealth Management
California
$97.5K
KFAS
128
Keating Financial Advisory Services
Kansas
$96.9K +$96.9K +3,860 New
NS
129
NBC Securities
Alabama
$83.7K -$48.7K -1,938 -37%
US Bancorp
130
US Bancorp
Minnesota
$60.9K
AF
131
Allworth Financial
California
$50K
CA
132
CoreCap Advisors
Michigan
$45.8K +$18K +718 +65%
S
133
SignatureFD
Georgia
$35.5K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$35.3K +$35.3K +1,405 New
GCM
135
Gables Capital Management
Florida
$25.1K
CA
136
Cresta Advisors
Texas
$24.4K +$24.4K +973 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$23.8K
CP
138
Camelot Portfolios
Ohio
$18.8K +$18.8K +748 New
JP Morgan Chase
139
JP Morgan Chase
New York
$16.9K -$84.7K -3,372 -83%
SWM
140
Spire Wealth Management
Virginia
$15.5K +$201 +8 +1%
BWM
141
Benson Wealth Management
Tennessee
$10.3K +$10.3K +411 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$10.2K
GAFA
143
Garton & Associates Financial Advisors
Kentucky
$10K +$10K +400 New
Comerica Bank
144
Comerica Bank
Texas
$7.15K -$577 -23 -7%
AWM
145
AE Wealth Management
Kansas
$4.34K +$4.34K +173 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$4.12K
CWP
147
Concord Wealth Partners
Virginia
$3.99K
EC
148
Elequin Capital
New York
$3.56K
TAM
149
Tucker Asset Management
Colorado
$2.74K +$2.74K +109 New
CFD
150
Creative Financial Designs
Indiana
$2.38K