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Invesco Variable Rate Investment Grade ETF

160 hedge funds and large institutions have $1.07B invested in Invesco Variable Rate Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more capital invested

Capital invested by funds: $967M → $1.07B (+$105M)

5% more funds holding

Funds holding: 153160 (+7)

1.5% more ownership

Funds ownership: 70.92%72.42% (+1.5%)

Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
1.97%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
28
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$328M -$5.52M -219,818 -2%
LPL Financial
2
LPL Financial
California
$129M -$12.1M -483,539 -9%
Morgan Stanley
3
Morgan Stanley
New York
$72M +$15.8M +628,867 +28%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$44.6M +$19.8M +789,612 +80%
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M +$9.11M +362,680 +33%
FP
6
Fiduciary Planning
Florida
$24.8M +$298K +11,851 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$21M +$5.71M +227,496 +37%
Stifel Financial
8
Stifel Financial
Missouri
$20.3M -$774K -30,822 -4%
HA
9
Harfst & Associates
Wyoming
$19.8M +$11.2M +445,631 +130%
CCIA
10
Cherry Creek Investment Advisors
Colorado
$17M -$399K -15,880 -2%
EH
11
Equitable Holdings
New York
$15.3M +$216K +8,587 +1%
Wells Fargo
12
Wells Fargo
California
$14.1M +$3.66M +145,901 +35%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$13.6M +$2.72M +108,220 +25%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$12.8M -$60.5K -2,409 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.6M +$2.62M +104,261 +26%
CIA
16
Concurrent Investment Advisors
Florida
$12.2M +$6.87M +273,687 +129%
CA
17
Calton & Associates
Florida
$11.8M -$119K -4,719 -1%
CPWA
18
Cerro Pacific Wealth Advisors
California
$10.8M +$1.5M +59,634 +16%
PCM
19
Parsons Capital Management
Rhode Island
$10.7M +$825K +32,846 +8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.42M +$2.54M +101,079 +37%
VRM
21
Vectors Research Management
New York
$8.63M +$60K +2,391 +0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.39M -$309K -12,306 -4%
AWA
23
Arkadios Wealth Advisors
Georgia
$7.38M +$4.88M +194,356 +194%
AI
24
Auour Investments
Massachusetts
$7.36M +$7.38M +293,991 New
HighTower Advisors
25
HighTower Advisors
Illinois
$7.28M -$2.71M -107,771 -27%