Invesco Variable Rate Investment Grade ETF
VRIG
58 hedge funds and large institutions have $267M invested in Invesco Variable Rate Investment Grade ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
35% more funds holding
Funds holding: 43 → 58 (+15)
11% more capital invested
Capital invested by funds: $241M → $267M (+$26.2M)
0.86% more ownership
Funds ownership: 59.39% → 60.25% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$7.09M |
| 2 |
Jane Street
New York
|
+$5.88M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.67M |
| 4 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
+$4.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$17.4M |
| 2 |
Morgan Stanley
New York
|
-$4.07M |
| 3 |
HIC
Holderness Investments Company
Greensboro,
North Carolina
|
-$1.29M |
| 4 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$788K |
| 5 |
VRM
Vectors Research Management
New York
|
-$746K |
VRIG Hedge Fund Activity: Q4 2018 in Review
58 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2018, worth a combined $267M — up 11% from $241M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VRIG positions and 3 closed out — a net gain of 15 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was ARS Wealth Advisors, adding an estimated $7.09M. The largest seller was Brinker Capital Investments, cutting an estimated $17.4M.
- 58 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2018, up from 43 in Q3 2018.
- Funds reported $267M of Invesco Variable Rate Investment Grade ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 18 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2018 and 3 closed out, a net change of +15 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2018 was ARS Wealth Advisors, an estimated $7.09M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2018 was Brinker Capital Investments, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2018.