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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$88.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
LPL Financial
3
LPL Financial
California
$104M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14M

Top Sellers

1
VRM
1
Vectors Research Management
New York
$6.34M
2
CC
2
Courier Capital
New York
$5.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
AAA
4
American Alpha Advisors
New York
$0
5
Invesco
5
Invesco
Georgia
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$313M 12,471,737 -187,830 -1%
LPL Financial
2
LPL Financial
California
$104M 4,139,340 +851,024 +26%
AssetMark Inc
3
AssetMark Inc
California
$88.5M 3,527,911 +3,225,624 +1,067%
Morgan Stanley
4
Morgan Stanley
New York
$75.5M 3,012,115 +992,905 +49%
FP
5
Fiduciary Planning
Florida
$27.1M 1,080,923 +31,519 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$25.5M 1,016,877 -233,425 -19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24M 957,878 +564,126 +143%
Stifel Financial
8
Stifel Financial
Missouri
$19.6M 781,344 +255,314 +49%
LCM
9
Lunt Capital Management
Utah
$19.5M 776,471 -71,518 -8%
CCIA
10
Cherry Creek Investment Advisors
Colorado
$17.8M 709,950 +84,908 +14%
EH
11
Equitable Holdings
New York
$17M 679,222 +85,119 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.5M 618,171 +123,327 +25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14.3M 569,677 +248,416 +77%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$14M 492,379 +492,379 New
SB
15
Sunflower Bank
Texas
$13.4M 535,136 +6,465 +1%
Wells Fargo
16
Wells Fargo
California
$12M 478,469 +41,728 +10%
GFG
17
Goldstone Financial Group
Illinois
$11.1M 443,928 +5,083 +1%
BFA
18
Beaumont Financial Advisors
Massachusetts
$10.8M 431,714 +6,937 +2%
TCWM
19
Total Clarity Wealth Management
Illinois
$9.77M 389,062 -74 -0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.61M 383,249 +103,769 +37%
CA
21
Calton & Associates
Florida
$9.32M 371,590 +351,595 +1,758%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.51M 339,229 +16,365 +5%
Raymond James Financial
23
Raymond James Financial
Florida
$7.66M 305,431 +85,443 +39%
PCM
24
Parsons Capital Management
Rhode Island
$7.05M 281,249 +251,363 +841%
CPWA
25
Cerro Pacific Wealth Advisors
California
$6.55M 260,754 +25,238 +11%
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