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Invesco Variable Rate Investment Grade ETF

5 hedge funds and large institutions have $21.1M invested in Invesco Variable Rate Investment Grade ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more funds holding

Funds holding: 35 (+2)

42.24% more ownership

Funds ownership: 0%42.24% (+42%)

15% less capital invested

Capital invested by funds: $24.7M → $21.1M (-$3.62M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

VRIG Hedge Fund Activity: Q4 2016 in Review

5 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2016, worth a combined $21.1M — down 15% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VRIG positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $3.43M. The largest seller was Royal Bank of Canada, cutting an estimated $7.89M.

  • 5 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2016, up from 3 in Q3 2016.
  • Funds reported $21.1M of Invesco Variable Rate Investment Grade ETF stock for Q4 2016, down 15% quarter-over-quarter.
  • 4 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2016 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2016 was Bank of America, an estimated $3.43M added.
  • The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2016.