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Invesco Variable Rate Investment Grade ETF
VRIG
VRIG
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
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
78% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 37
22% more capital invested
Capital invested by funds: $846M → $1.03B (+$183M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more funds holding
Funds holding: 129 → 145 (+16)
3.97% less ownership
Funds ownership: 76.38% → 72.41% (-4%)
Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
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
Concord,
California
|
+$81M |
| 2 |
Morgan Stanley
New York
|
+$24.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$21.4M |
| 4 |
Bank of New York Mellon
New York
|
+$14.2M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$14M |
Top Sellers
| 1 |
VRM
Vectors Research Management
New York
|
-$8.49M |
| 2 |
CC
Courier Capital
Buffalo,
New York
|
-$6.25M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.86M |
| 4 |
AAA
American Alpha Advisors
New York
|
-$5.72M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$4.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
151
TrueMark Investments
Chicago,
Illinois
| – | -$543K | -21,602 | Closed |
|
|
NAS
152
NWF Advisory Services
Los Angeles,
California
| – | -$500K | -19,908 | Closed |
|
|
KWA
153
Kingswood Wealth Advisors
San Diego,
California
| – | -$241K | -9,600 | Closed |
|
|
SF
154
SageOak Financial
Tulsa,
Oklahoma
| – | -$222K | -8,859 | Closed |
|
|
MAS
155
MPWM Advisory Solutions
Alpharetta,
Georgia
| – | -$86.9K | -3,461 | Closed |
|
|
AWM
156
AE Wealth Management
Topeka,
Kansas
| – | -$25K | -996 | Closed |
|
157
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8.46K | -337 | Closed |
|
|
SAM
158
Synergy Asset Management
Vancouver,
Washington
| – | -$401 | -16 | Closed |
|