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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

153 hedge funds and large institutions have $893M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
56
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$132M
2
Osaic Holdings
Osaic Holdings
Arizona
$37.8M
3
CIA
Concurrent Investment Advisors
Florida
$5.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.49M
5
Raymond James Financial
Raymond James Financial
Florida
$9.66M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$4.73M
2
Invesco
Invesco
Georgia
$264M
3
LCM
Lunt Capital Management
Utah
$0
4
Morgan Stanley
Morgan Stanley
New York
$57.1M
5
AWS
Atria Wealth Solutions
New York
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$264M -$48.2M -1,923,765 -15%
LPL Financial
2
LPL Financial
California
$132M +$28.5M +1,137,784 +27%
Morgan Stanley
3
Morgan Stanley
New York
$57.1M -$18.3M -731,425 -24%
Osaic Holdings
4
Osaic Holdings
Arizona
$37.8M +$12.3M +488,224 +48%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.5M +$549K +21,924 +2%
FP
6
Fiduciary Planning
Florida
$24.3M -$2.78M -111,022 -10%
Stifel Financial
7
Stifel Financial
Missouri
$19.2M -$368K -14,683 -2%
EH
8
Equitable Holdings
New York
$17.2M +$164K +6,545 +1%
CCIA
9
Cherry Creek Investment Advisors
Colorado
$16.4M -$1.4M -55,767 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M -$441K -17,614 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$14.4M +$174K +6,938 +1%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$13.9M +$1.54M +61,349 +12%
SB
13
Sunflower Bank
Texas
$13.8M +$441K +17,623 +3%
GFG
14
Goldstone Financial Group
Illinois
$11.6M +$481K +19,165 +4%
CA
15
Calton & Associates
Florida
$10.5M +$1.21M +48,452 +13%
Raymond James Financial
16
Raymond James Financial
Florida
$9.66M +$2.01M +80,277 +26%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.6M -$2.98K -119 -0%
Wells Fargo
18
Wells Fargo
California
$8.94M -$3.04M -121,453 -25%
BFA
19
Beaumont Financial Advisors
Massachusetts
$8.42M -$2.39M -95,487 -22%
CPWA
20
Cerro Pacific Wealth Advisors
California
$8.36M +$1.82M +72,829 +28%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.03M -$471K -18,804 -6%
VRM
22
Vectors Research Management
New York
$7.96M +$1.63M +65,023 +26%
TCWM
23
Total Clarity Wealth Management
Illinois
$7.41M -$2.34M -93,242 -24%
PCM
24
Parsons Capital Management
Rhode Island
$7.37M +$322K +12,867 +5%
CC
25
Courier Capital
New York
$6.95M +$1.19M +47,351 +21%
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