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Invesco Variable Rate Investment Grade ETF

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.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
20
Increased
27
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$167M 6,772,539 -395,266 -6%
Morgan Stanley
2
Morgan Stanley
New York
$60M 2,428,615 +756,583 +45%
LPL Financial
3
LPL Financial
California
$23.8M 962,147 +283,251 +42%
VRM
4
Vectors Research Management
New York
$23.1M 934,150 -4,530 -0.5%
HC
5
HNP Capital
New York
$22M 890,114 -34,866 -4%
PI
6
PFS Investments
Georgia
$21.7M 876,994 -16,318 -2%
SB
7
Sunflower Bank
Texas
$16.5M 669,670 +570 +0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.8M 597,186 -312,546 -34%
MIA
9
Milestone Investment Advisors
Wisconsin
$12M 485,308 +485,308 New
HighTower Advisors
10
HighTower Advisors
Illinois
$11.5M 466,856 +466,856 New
BFA
11
Beaumont Financial Advisors
Massachusetts
$10.1M 409,148 +26,528 +7%
AWS
12
AJ Wealth Strategies
New York
$6.63M 268,249 -39,256 -13%
Stifel Financial
13
Stifel Financial
Missouri
$6.03M 244,137 -19,399 -7%
Bank of America
14
Bank of America
North Carolina
$5.99M 242,229 -158,258 -40%
VIM
15
Vista Investment Management
Pennsylvania
$5.21M 210,694 +3,129 +2%
JIR
16
James Investment Research
Ohio
$4.99M 201,812 +75,945 +60%
KFP
17
KMG Fiduciary Partners
Ohio
$4.55M 184,140 -1,573 -0.8%
Jane Street
18
Jane Street
New York
$4.04M 163,492 -261,052 -61%
KA
19
Kovack Advisors
Florida
$3.89M 157,283 -5,164 -3%
CAL
20
Capital Analysts LLC
Pennsylvania
$3.25M 131,333 +5,310 +4%
QA
21
Quantitative Advantage
Minnesota
$3.23M 130,526 -14,908 -10%
WT
22
Whittier Trust
California
$3.06M 123,800 -4,973 -4%
BW
23
Bison Wealth
Georgia
$2.61M 104,921 +88,047 +522%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.51M 101,484 +101,484 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.46M 99,526 +18,150 +22%