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Invesco Variable Rate Investment Grade ETF

153 hedge funds and large institutions have $967M invested in Invesco Variable Rate Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 144153 (+9)

5% more capital invested

Capital invested by funds: $919M → $967M (+$47.8M)

0.78% less ownership

Funds ownership: 71.7%70.92% (-0.78%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
70
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$335M +$70.1M +2,790,286 +26%
LPL Financial
2
LPL Financial
California
$142M -$3.22M -128,361 -2%
Morgan Stanley
3
Morgan Stanley
New York
$56.4M +$5.15M +205,031 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$27.2M +$1.46M +58,015 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.9M -$4.9K -195 -0%
FP
6
Fiduciary Planning
Florida
$24.5M +$347K +13,816 +1%
Stifel Financial
7
Stifel Financial
Missouri
$21.1M +$1.03M +40,954 +5%
CCIA
8
Cherry Creek Investment Advisors
Colorado
$17.5M +$528K +21,021 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$15.3M +$2.63M +104,777 +21%
EH
10
Equitable Holdings
New York
$15.1M -$1.12M -44,574 -7%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$800K +31,866 +7%
CA
12
Calton & Associates
Florida
$11.9M +$410K +16,347 +4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$10.9M -$4.35M -173,108 -28%
Wells Fargo
14
Wells Fargo
California
$10.5M +$1.5M +59,561 +17%
HighTower Advisors
15
HighTower Advisors
Illinois
$10M +$1.61M +64,308 +19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.99M +$1.25M +49,901 +14%
PCM
17
Parsons Capital Management
Rhode Island
$9.95M +$2.06M +82,168 +26%
CPWA
18
Cerro Pacific Wealth Advisors
California
$9.35M +$388K +15,455 +4%
HA
19
Harfst & Associates
Wyoming
$8.64M +$5.04M +200,845 +140%
VRM
20
Vectors Research Management
New York
$8.6M +$682K +27,154 +9%
BFA
21
Beaumont Financial Advisors
Massachusetts
$7.92M -$196K -7,795 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.72M -$2.14M -85,368 -22%
CC
23
Courier Capital
New York
$7.13M +$292K +11,632 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.91M -$8.1M -322,449 -54%
KFP
25
KMG Fiduciary Partners
Ohio
$5.81M +$1.43M +57,137 +33%