Invesco Variable Rate Investment Grade ETF
VRIG
59 hedge funds and large institutions have $386M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.
66% more capital invested
Capital invested by funds: $232M → $386M (+$154M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
9.03% more ownership
Funds ownership: 75.16% → 84.2% (+9%)
4% more funds holding
Funds holding: 57 → 59 (+2)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$155M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.46M |
| 3 |
HC
HNP Capital
Rochester,
New York
|
+$2.1M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.21M |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$4.39M |
| 2 |
Morgan Stanley
New York
|
-$3.61M |
| 3 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$2.43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$938K |
VRIG Hedge Fund Activity: Q3 2020 in Review
59 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q3 2020, worth a combined $386M — up 66% from $232M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VRIG positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Invesco, adding an estimated $155M. The largest seller was Tortoise Investment Management, cutting an estimated $4.39M.
- 59 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q3 2020, up from 57 in Q2 2020.
- Funds reported $386M of Invesco Variable Rate Investment Grade ETF stock for Q3 2020, up 66% quarter-over-quarter.
- 9 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q3 2020 was Invesco, an estimated $155M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q3 2020 was Tortoise Investment Management, an estimated $4.39M sold.
Based on aggregated 13F filings for Q3 2020.