Invesco Variable Rate Investment Grade ETF
VRIG
130 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 25 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
136% more capital inflows, than outflows
Capital inflows: $73.8M | Capital outflows: $31.2M
68% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 34
10% more funds holding
Funds holding: 118 → 130 (+12)
0.07% more ownership
Funds ownership: 76.32% → 76.39% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 2 |
Lunt Capital Management
Holladay,
Utah
|
+$10.3M |
| 3 |
Equitable Holdings
New York
|
+$3.18M |
| 4 |
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
+$2.54M |
| 5 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.92M |
| 3 |
Courier Capital
Buffalo,
New York
|
-$3.12M |
| 4 |
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$3.03M |
| 5 |
Founders Financial Securities
Towson,
Maryland
|
-$2.3M |
VRIG Hedge Fund Activity: Q4 2024 in Review
130 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q4 2024, worth a combined $846M — up 4.6% from $809M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VRIG positions and 10 closed out — a net gain of 15 holders — while 57 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.4M. The largest seller was HighTower Advisors, cutting an estimated $6.48M.
- 130 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q4 2024, up from 118 in Q3 2024.
- Funds reported $846M of Invesco Variable Rate Investment Grade ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
- 25 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q4 2024 and 10 closed out, a net change of +15 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q4 2024 was LPL Financial, an estimated $18.4M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q4 2024 was HighTower Advisors, an estimated $6.48M sold.
Based on aggregated 13F filings for Q4 2024.