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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

129 hedge funds and large institutions have $846M invested in Invesco Variable Rate Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82.6M
2
LCM
2
Lunt Capital Management
Utah
$21.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$5.53M
4
EH
4
Equitable Holdings
New York
$14.9M
5
BCI
5
Blue Capital Inc
Nebraska
$3.03M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CC
3
Courier Capital
New York
$12M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$9.77M
5
FFS
5
Founders Financial Securities
Maryland
$981K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$318M 12,659,567 -45,616 -0.4%
LPL Financial
2
LPL Financial
California
$82.6M 3,288,316 +732,516 +29%
Morgan Stanley
3
Morgan Stanley
New York
$50.7M 2,019,210 +32,364 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$31.4M 1,250,302 -19,203 -2%
FP
5
Fiduciary Planning
Florida
$26.4M 1,049,404 +21,617 +2%
LCM
6
Lunt Capital Management
Utah
$21.3M 847,989 +410,593 +94%
CCIA
7
Cherry Creek Investment Advisors
Colorado
$15.7M 625,042 +62,428 +11%
EH
8
Equitable Holdings
New York
$14.9M 594,103 +126,422 +27%
VRM
9
Vectors Research Management
New York
$14.8M 590,725 -15,880 -3%
SB
10
Sunflower Bank
Texas
$13.3M 528,671 +13,430 +3%
Stifel Financial
11
Stifel Financial
Missouri
$13.2M 526,030 +41,537 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.4M 494,844 -17,170 -3%
CC
13
Courier Capital
New York
$12M 478,788 -124,087 -21%
GFG
14
Goldstone Financial Group
Illinois
$11M 438,845 +39,583 +10%
Wells Fargo
15
Wells Fargo
California
$11M 436,741 +43,011 +11%
BFA
16
Beaumont Financial Advisors
Massachusetts
$10.7M 424,777 +78,184 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.89M 393,752 +65,230 +20%
TCWM
18
Total Clarity Wealth Management
Illinois
$9.77M 389,136 -120,665 -24%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.11M 322,864 -257,882 -44%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$8.07M 321,261 +13,446 +4%
AssetMark Inc
21
AssetMark Inc
California
$7.59M 302,287 +49,542 +20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.02M 279,480 +44,639 +19%
AWS
23
Atria Wealth Solutions
New York
$6.46M 257,215 -761 -0.3%
CPWA
24
Cerro Pacific Wealth Advisors
California
$5.91M 235,516 +100,937 +75%
PAG
25
Private Advisor Group
New Jersey
$5.8M 230,869 +68,604 +42%
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