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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

60 hedge funds and large institutions have $215M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
19
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
6M
1
6 Meridian
Kansas
$9.89M
2
Jane Street
2
Jane Street
New York
$4.42M
3
LWM
3
Laidlaw Wealth Management
New York
$3.02M
4
BWA
4
Beam Wealth Advisors
Louisiana
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$56.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.5M
2
HC
2
HNP Capital
New York
$0
3
AWA
3
ARS Wealth Advisors
Florida
$0
4
HIC
4
Holderness Investments Company
North Carolina
$2.49M
5
BMA
5
Brooks Moore & Associates
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56.4M 2,479,330 +49,928 +2%
TIM
2
Tortoise Investment Management
New York
$22.7M 996,616 +497 +0%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M 815,385 -479,725 -37%
Invesco
4
Invesco
Georgia
$17.1M 754,127 -2,673 -0.4%
6M
5
6 Meridian
Kansas
$9.89M 434,806 +434,806 New
TYCC
6
Texas Yale Capital Corp
Florida
$7.79M 342,397 +32,724 +11%
LWS
7
Lucia Wealth Services
California
$7.28M 320,239 -1,826 -0.6%
VRM
8
Vectors Research Management
New York
$6.79M 298,429 +6,301 +2%
BC
9
Barnett & Company
Tennessee
$6.5M 285,748 +11,707 +4%
KFP
10
KMG Fiduciary Partners
Ohio
$4.62M 203,200 -13,258 -6%
Stifel Financial
11
Stifel Financial
Missouri
$4.42M 194,295 +11,052 +6%
Jane Street
12
Jane Street
New York
$4.42M 194,260 +194,260 New
PI
13
PFS Investments
Georgia
$4.39M 193,121 +30,122 +18%
VIM
14
Vista Investment Management
Pennsylvania
$3.41M 149,840 -9,716 -6%
WP
15
WealthPLAN Partners
Nebraska
$3.3M 137,843 -5,779 -4%
LWM
16
Laidlaw Wealth Management
New York
$3.02M 132,958 +132,958 New
HIC
17
Holderness Investments Company
North Carolina
$2.49M 109,648 -138,141 -56%
LPL Financial
18
LPL Financial
California
$2.18M 96,027 +14,287 +17%
KA
19
Kovack Advisors
Florida
$1.98M 86,915 -16,675 -16%
FFA
20
First Foundation Advisors
California
$1.92M 84,204 -2,607 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.9M 83,600 -729 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.89M 83,218 -37,163 -31%
CAL
23
Capital Analysts LLC
Pennsylvania
$1.76M 77,368 -8,850 -10%
CSA
24
Cottage Street Advisors
Massachusetts
$1.7M 74,941 -29,987 -29%
LFPWM
25
Leicht Financial Planning & Wealth Management
New Jersey
$1.64M 72,248 +47,419 +191%
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