Invesco Variable Rate Investment Grade ETF
VRIG
43 hedge funds and large institutions have $196M invested in Invesco Variable Rate Investment Grade ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
28% more capital invested
Capital invested by funds: $153M → $196M (+$42.2M)
19% more funds holding
Funds holding: 36 → 43 (+7)
1.53% more ownership
Funds ownership: 53.58% → 55.11% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$11.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10M |
| 3 |
Morgan Stanley
New York
|
+$4.79M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.3M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$411K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$197K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$99K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$52.5K |
| 5 |
WT
Whittier Trust
South Pasadena,
California
|
-$34.9K |
VRIG Hedge Fund Activity: Q2 2018 in Review
43 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q2 2018, worth a combined $196M — up 28% from $153M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VRIG positions and 3 closed out — a net gain of 7 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was Invesco, adding an estimated $11.3M. The largest seller was ACG Wealth, exiting entirely with an estimated $411K sold.
- 43 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q2 2018, up from 36 in Q1 2018.
- Funds reported $196M of Invesco Variable Rate Investment Grade ETF stock for Q2 2018, up 28% quarter-over-quarter.
- 10 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q2 2018 and 3 closed out, a net change of +7 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q2 2018 was Invesco, an estimated $11.3M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q2 2018 was ACG Wealth, an estimated $411K sold.
Based on aggregated 13F filings for Q2 2018.