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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Destiny Wealth Partners
Florida
$22.8K +$22.9K +912 New
SWM
152
Spire Wealth Management
Virginia
$15.7K +$176 +7 +1%
CFB
153
Cullen/Frost Bankers
Texas
$12K +$10.6K +422 +715%
BWM
154
Benson Wealth Management
Tennessee
$10.3K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$7.13K +$7.16K +285 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$5.78K +$5.8K +231 New
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$4.11K
TWM
158
TopTier Wealth Management
Wisconsin
$3.02K +$3.04K +121 New
HI
159
Harbour Investments
Wisconsin
$2.43K +$2.41K +96 New
CFD
160
Creative Financial Designs
Indiana
$2.38K
WS
161
Wilian Securities
Minnesota
-$1.45M -57,964 Closed
SWP
162
Stratos Wealth Partners
Ohio
-$1.31M -52,153 Closed
JWCA
163
J.W. Cole Advisors
Florida
-$1.08M -43,578 Closed
FFS
164
Founders Financial Securities
Maryland
-$282K -11,233 Closed
TSS
165
Two Sigma Securities
New York
-$268K -10,676 Closed
Goldman Sachs
166
Goldman Sachs
New York
-$242K -9,642 Closed
AOWM
167
Asset One Wealth Management
Washington
-$237K -9,443 Closed
AA
168
Armis Advisers
Georgia
-$221K -8,786 Closed
MIH
169
Meitav Investment House
Israel
-$210K -8,422 Closed
US Bancorp
170
US Bancorp
Minnesota
-$60.9K -2,428 Closed
CA
171
Cresta Advisors
Texas
-$24.4K -973 Closed
JWA
172
JFS Wealth Advisors
Pennsylvania
-$23.8K -947 Closed
CP
173
Camelot Portfolios
Ohio
-$18.8K -748 Closed
GAFA
174
Garton & Associates Financial Advisors
Kentucky
-$10K -400 Closed
CWP
175
Concord Wealth Partners
Virginia
-$3.99K -159 Closed