Invesco Variable Rate Investment Grade ETF
VRIG
155 hedge funds and large institutions have $900M 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, 58 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
5% more funds holding
Funds holding: 148 → 155 (+7)
2% more ownership
Funds ownership: 72.65% → 74.66% (+2%)
3% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 58
13% less capital invested
Capital invested by funds: $1.03B → $900M (-$133M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$28.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.2M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$4.67M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$2.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$83.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$48.2M |
| 3 |
LCM
Lunt Capital Management
Holladay,
Utah
|
-$19.5M |
| 4 |
Morgan Stanley
New York
|
-$18.3M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$5.32M |
VRIG Hedge Fund Activity: Q2 2025 in Review
155 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Invesco Variable Rate Investment Grade ETF (VRIG) for Q2 2025, worth a combined $900M — down 13% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VRIG positions and 17 closed out — a net gain of 8 holders — while 56 added to existing stakes and 58 trimmed.
The largest buyer was LPL Financial, adding an estimated $28.5M. The largest seller was AssetMark Inc, cutting an estimated $83.6M.
- 155 institutional investors held Invesco Variable Rate Investment Grade ETF (VRIG) as of Q2 2025, up from 148 in Q1 2025.
- Funds reported $900M of Invesco Variable Rate Investment Grade ETF stock for Q2 2025, down 13% quarter-over-quarter.
- 25 funds opened new Invesco Variable Rate Investment Grade ETF positions in Q2 2025 and 17 closed out, a net change of +8 holders.
- The largest Invesco Variable Rate Investment Grade ETF buyer in Q2 2025 was LPL Financial, an estimated $28.5M added.
- The largest Invesco Variable Rate Investment Grade ETF seller in Q2 2025 was AssetMark Inc, an estimated $83.6M sold.
Based on aggregated 13F filings for Q2 2025.