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Invesco Variable Rate Investment Grade ETF
VRIG
VRIG
121 hedge funds and large institutions have $695M invested in Invesco Variable Rate Investment Grade ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
15% more capital invested
Capital invested by funds: $605M → $695M (+$90.3M)
14% more funds holding
Funds holding: 106 → 121 (+15)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.56% less ownership
Funds ownership: 88.05% → 83.49% (-4.6%)
Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
45
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$48.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$47.5M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$16.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.46M |
Top Sellers
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$41M |
| 2 |
VRM
Vectors Research Management
New York
|
-$12.9M |
| 3 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$12.4M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.58M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$4.87M |
