Invesco Variable Rate Investment Grade ETF
VRIG
94 hedge funds and large institutions have $481M invested in Invesco Variable Rate Investment Grade ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
12% more funds holding
Funds holding: 84 → 94 (+10)
5% more ownership
Funds ownership: 82.7% → 87.7% (+5%)
1% more capital invested
Capital invested by funds: $474M → $481M (+$7.09M)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$11.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.98M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.5M |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.74M |
| 2 |
HA
Harfst & Associates
Sheridan,
Wyoming
|
-$8.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.7M |
| 4 |
Jane Street
New York
|
-$6.43M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.07M |
VRIG Hedge Fund Activity: Q4 2022 in Review
94 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2022, worth a combined $481M — up 1.5% from $474M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VRIG positions and 6 closed out — a net gain of 14 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Invesco, cutting an estimated $9.74M.
- 94 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2022, up from 84 in Q3 2022.
- Funds reported $481M of Invesco Variable Rate Investment Grade ETF stock for Q4 2022, up 1.5% quarter-over-quarter.
- 20 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2022 and 6 closed out, a net change of +14 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2022 was Morgan Stanley, an estimated $18.6M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2022 was Invesco, an estimated $9.74M sold.
Based on aggregated 13F filings for Q4 2022.