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Invesco Variable Rate Investment Grade ETF

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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
15
Increased
52
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$319M 12,705,183 +4,699,241 +59%
LPL Financial
2
LPL Financial
California
$64.1M 2,555,800 -142,411 -5%
Morgan Stanley
3
Morgan Stanley
New York
$49.8M 1,986,846 -366,101 -16%
Osaic Holdings
4
Osaic Holdings
Arizona
$31.8M 1,269,505 -215,441 -15%
FP
5
Fiduciary Planning
Florida
$25.8M 1,027,787 +28,469 +3%
VRM
6
Vectors Research Management
New York
$15.2M 606,605 -10,950 -2%
CC
7
Courier Capital
New York
$15.1M 602,875 -23,744 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$14.6M 580,746 +63,859 +12%
CCIA
9
Cherry Creek Investment Advisors
Colorado
$14.1M 562,614 +10,442 +2%
SB
10
Sunflower Bank
Texas
$12.9M 515,241 +1,339 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.8M 512,014 -4,609 -0.9%
TCWM
12
Total Clarity Wealth Management
Illinois
$12.8M 509,801 +26,737 +6%
Stifel Financial
13
Stifel Financial
Missouri
$12.2M 484,493 -19,430 -4%
EH
14
Equitable Holdings
New York
$11.7M 467,681 +10,542 +2%
LCM
15
Lunt Capital Management
Utah
$11M 437,396 +12,386 +3%
GFG
16
Goldstone Financial Group
Illinois
$10M 399,262 +39,388 +11%
Wells Fargo
17
Wells Fargo
California
$9.88M 393,730 +63,386 +19%
BFA
18
Beaumont Financial Advisors
Massachusetts
$8.69M 346,593 -5,258 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.24M 328,522 +58,540 +22%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.72M 307,815 +43,677 +17%
AWS
21
Atria Wealth Solutions
New York
$6.47M 257,976 -21,755 -8%
AssetMark Inc
22
AssetMark Inc
California
$6.34M 252,745 -3,767 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.89M 234,841 -2,075 -0.9%
AAA
24
American Alpha Advisors
New York
$5.45M 217,403 +217,403 New
JIR
25
James Investment Research
Ohio
$5.42M 216,264 -8,076 -4%