Invesco Variable Rate Investment Grade ETF
VRIG
62 hedge funds and large institutions have $389M invested in Invesco Variable Rate Investment Grade ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
5% more funds holding
Funds holding: 59 → 62 (+3)
1.37% more ownership
Funds ownership: 84.2% → 85.56% (+1.4%)
1% more capital invested
Capital invested by funds: $386M → $389M (+$2.17M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$12.5M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$5.11M |
| 3 |
VRM
Vectors Research Management
New York
|
+$4.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.44M |
| 5 |
HC
HNP Capital
Rochester,
New York
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$11.6M |
| 2 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$5.58M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.42M |
| 4 |
Jane Street
New York
|
-$3.24M |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
-$1.53M |
VRIG Hedge Fund Activity: Q4 2020 in Review
62 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2020, worth a combined $389M — up 0.56% from $386M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VRIG positions and 6 closed out — a net gain of 4 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Tortoise Investment Management, cutting an estimated $11.6M.
- 62 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2020, up from 59 in Q3 2020.
- Funds reported $389M of Invesco Variable Rate Investment Grade ETF stock for Q4 2020, up 0.56% quarter-over-quarter.
- 10 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2020 was Invesco, an estimated $12.5M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2020 was Tortoise Investment Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2020.