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Invesco Variable Rate Investment Grade ETF

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.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$183M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 129145 (+16)

3.97% less ownership

Funds ownership: 76.38%72.41% (-4%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$313M -$4.72M -187,830 -1%
LPL Financial
2
LPL Financial
California
$104M +$21.4M +851,024 +26%
AssetMark Inc
3
AssetMark Inc
California
$88.5M +$81M +3,225,624 +1,067%
Morgan Stanley
4
Morgan Stanley
New York
$75.5M +$24.9M +992,905 +49%
FP
5
Fiduciary Planning
Florida
$27.1M +$792K +31,519 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$25.5M -$5.86M -233,425 -19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24M +$14.2M +564,126 +143%
Stifel Financial
8
Stifel Financial
Missouri
$19.6M +$6.41M +255,314 +49%
LCM
9
Lunt Capital Management
Utah
$19.5M -$1.8M -71,518 -8%
CCIA
10
Cherry Creek Investment Advisors
Colorado
$17.8M +$2.13M +84,908 +14%
EH
11
Equitable Holdings
New York
$17M +$2.14M +85,119 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.5M +$3.1M +123,327 +25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14.3M +$6.24M +248,416 +77%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$14M +$14M +556,493 New
SB
15
Sunflower Bank
Texas
$13.4M +$162K +6,465 +1%
Wells Fargo
16
Wells Fargo
California
$12M +$1.05M +41,728 +10%
GFG
17
Goldstone Financial Group
Illinois
$11.1M +$128K +5,083 +1%
BFA
18
Beaumont Financial Advisors
Massachusetts
$10.8M +$174K +6,937 +2%
TCWM
19
Total Clarity Wealth Management
Illinois
$9.77M -$1.86K -74 -0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.61M +$2.61M +103,769 +37%
CA
21
Calton & Associates
Florida
$9.32M +$8.83M +351,595 +1,758%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.51M +$411K +16,365 +5%
Raymond James Financial
23
Raymond James Financial
Florida
$7.66M +$2.15M +85,443 +39%
PCM
24
Parsons Capital Management
Rhode Island
$7.05M +$6.32M +251,363 +841%
CPWA
25
Cerro Pacific Wealth Advisors
California
$6.55M +$634K +25,238 +11%