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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 %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$1.4K +$1.35K +54 +2,700%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$75 -$79.9K -3,197 -100%
BCMIO
153
Beacon Capital Management Inc (Ohio)
Ohio
$6 +$6 +1 New
LCM
154
Lunt Capital Management
Utah
-$19.5M -776,471 Closed
MML Investors Services
155
MML Investors Services
Massachusetts
-$703K -28,038 Closed
HIM
156
Hanlon Investment Management
New Jersey
-$663K -26,453 Closed
AG
157
Ascent Group
Virginia
-$604K -24,091 Closed
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
-$475K -18,942 Closed
PBO
159
Peoples Bank (Ohio)
Ohio
-$424K -16,891 Closed
WIA
160
World Investment Advisors
California
-$386K -15,410 Closed
BCI
161
Brinker Capital Investments
Pennsylvania
-$320K -12,775 Closed
HF
162
HRT Financial
New York
-$307K -12,244 Closed
AI
163
Atria Investments
North Carolina
-$246K -9,810 Closed
NP
164
NorthRock Partners
Minnesota
-$245K -9,786 Closed
AG
165
AmeriFlex Group
Nevada
-$163K -6,510 Closed
WT
166
Washington Trust
Rhode Island
-$50.2K -2,000 Closed
UB
167
UMB Bank
Missouri
-$26.2K -1,045 Closed
UBS Group
168
UBS Group
Switzerland
-$19K -757 Closed
Comerica Bank
169
Comerica Bank
Texas
-$6.85K -273 Closed