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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

57 hedge funds and large institutions have $232M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
5
Increased
26
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
6M
1
6 Meridian
Kansas
$19.2M
2
HC
2
HNP Capital
New York
$8.23M
3
Invesco
3
Invesco
Georgia
$21.5M
4
MMM
4
Mendel Money Management
Illinois
$2.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.7M
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$222K
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
BC
4
Barnett & Company
Tennessee
$5.84M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.7M 1,896,998 -582,332 -23%
TIM
2
Tortoise Investment Management
New York
$24M 974,173 -22,443 -2%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M 890,449 +75,064 +9%
Invesco
4
Invesco
Georgia
$21.5M 874,337 +120,210 +16%
6M
5
6 Meridian
Kansas
$19.2M 780,438 +345,632 +79%
TYCC
6
Texas Yale Capital Corp
Florida
$8.28M 336,620 -5,777 -2%
HC
7
HNP Capital
New York
$8.23M 333,972 +333,972 New
VRM
8
Vectors Research Management
New York
$8.18M 332,395 +33,966 +11%
LWS
9
Lucia Wealth Services
California
$7.92M 321,850 +1,611 +0.5%
BC
10
Barnett & Company
Tennessee
$5.84M 237,455 -48,293 -17%
PI
11
PFS Investments
Georgia
$5.49M 223,201 +30,080 +16%
KFP
12
KMG Fiduciary Partners
Ohio
$4.95M 201,096 -2,104 -1%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M 199,625 +5,330 +3%
Jane Street
14
Jane Street
New York
$3.8M 154,512 -39,748 -20%
VIM
15
Vista Investment Management
Pennsylvania
$3.73M 151,726 +1,886 +1%
WP
16
WealthPLAN Partners
Nebraska
$3.49M 141,015 +3,172 +2%
LWM
17
Laidlaw Wealth Management
New York
$3.07M 124,835 -8,123 -6%
HIC
18
Holderness Investments Company
North Carolina
$2.7M 109,698 +50 +0%
MMM
19
Mendel Money Management
Illinois
$2.69M 109,102 +109,102 New
KA
20
Kovack Advisors
Florida
$2.14M 86,915 – –
CAL
21
Capital Analysts LLC
Pennsylvania
$1.94M 78,764 +1,396 +2%
RHBC
22
R.H. Bluestein & Co
Michigan
$1.59M 64,689 -1,750 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.55M 62,900 -20,318 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.5M 60,783 -22,817 -27%
FFA
25
First Foundation Advisors
California
$1.42M 57,714 -26,490 -31%
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