Invesco Variable Rate Investment Grade ETF
VRIG
118 hedge funds and large institutions have $809M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
15% more capital invested
Capital invested by funds: $703M → $809M (+$106M)
10% more ownership
Funds ownership: 66.32% → 76.32% (+10%)
4% more funds holding
Funds holding: 114 → 118 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$118M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.61M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.91M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.41M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.83M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.58M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.52M |
VRIG Hedge Fund Activity: Q3 2024 in Review
118 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q3 2024, worth a combined $809M — up 15% from $703M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VRIG positions and 8 closed out — a net gain of 7 holders — while 52 added to existing stakes and 40 trimmed.
The largest buyer was Invesco, adding an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.
- 118 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $809M of Invesco Variable Rate Investment Grade ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 15 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q3 2024 was Invesco, an estimated $118M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q3 2024 was Morgan Stanley, an estimated $9.2M sold.
Based on aggregated 13F filings for Q3 2024.