Invesco Variable Rate Investment Grade ETF
VRIG
29 hedge funds and large institutions have $118M invested in Invesco Variable Rate Investment Grade ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
117% more capital invested
Capital invested by funds: $54.4M → $118M (+$63.6M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
38.31% more ownership
Funds ownership: 52.63% → 90.94% (+38%)
38% more funds holding
Funds holding: 21 → 29 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$45.4M |
| 2 |
HIC
Holderness Investments Company
Greensboro,
North Carolina
|
+$4.97M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.64M |
| 4 |
Morgan Stanley
New York
|
+$2.83M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$434K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$277K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$261K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$225K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.1K |
VRIG Hedge Fund Activity: Q4 2017 in Review
29 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2017, worth a combined $118M — up 117% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VRIG positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $45.4M. The largest seller was Royal Bank of Canada, cutting an estimated $434K.
- 29 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2017, up from 21 in Q3 2017.
- Funds reported $118M of Invesco Variable Rate Investment Grade ETF stock for Q4 2017, up 117% quarter-over-quarter.
- 10 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2017 and 2 closed out, a net change of +8 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2017 was Brinker Capital Investments, an estimated $45.4M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $434K sold.
Based on aggregated 13F filings for Q4 2017.