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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.14 -0.01 (-0.02%)
As of 03:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$321.06M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$210.44M
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VRIG Institutional Buying and Selling by Quarter

Invesco Variable Rate Investment Grade ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Fiduciary Planning LLC964,120$24.20M7.4%-0.6%1.881%
10/15/2025Private Trust Co. NA6,285$158K0.0%+155.5%0.012%
10/15/2025Founders Financial Securities LLC83,884$2.11M0.1%-15.6%0.164%
10/14/2025Farther Finance Advisors LLC9,872$248K0.0%-24.4%0.019%
10/10/2025 KMG Fiduciary Partners LLC174,379$4.38M0.3%+1.5%0.340%
10/10/2025 Signal Advisors Wealth LLC42,735$1.07M0.1%N/A0.083%
10/10/2025 Sunflower Bank N.A.551,508$13.84M3.4%-0.2%1.076%
10/9/2025 Centurion Wealth Management LLC86,236$2.17M0.5%N/A0.168%
10/8/2025 Asset Allocation Strategies LLC16,527$415K0.1%-20.6%0.032%
10/8/2025 Fiduciary Alliance LLC15,907$399K0.0%-48.8%0.031%
10/7/2025 Heritage Family Offices LLP51,760$1.30M0.6%+16.3%0.101%
9/26/2025Corient Private Wealth LLC132,578$3.32M0.0%+2.4%0.272%
9/4/2025Osaic Holdings Inc.1,625,306$40.73M0.1%+59.8%3.337%
8/19/2025B. Riley Wealth Advisors Inc.13,359$335K0.0%N/A0.027%
8/18/2025Geneos Wealth Management Inc.5,252$132K0.0%-92.0%0.011%
8/15/2025Tower Research Capital LLC TRC 35,536$890K0.0%+279.7%0.073%
8/15/2025 Asset Allocation Strategies LLC20,819$522K0.1%-36.3%0.043%
8/15/2025Corient Private Wealth LLC132,578$3.32M0.0%+2.4%0.272%
8/15/2025Equitable Holdings Inc.685,767$17.18M0.1%+1.0%1.408%
8/15/2025Captrust Financial Advisors68,764$1.72M0.0%+11.2%0.141%
8/15/2025Prevail Innovative Wealth Advisors LLC59,238$1.48M0.3%+30.9%0.122%
8/15/2025Two Sigma Securities LLC14,800$371K0.0%N/A0.030%
8/15/2025Benjamin Edwards Inc.16,035$402K0.0%-41.5%0.033%
8/15/2025Blue Capital Inc.117,271$2.94M2.1%N/A0.241%
8/15/2025Bank of America Corp DE28,538$715K0.0%-9.1%0.059%
8/14/2025Jane Street Group LLC37,403$937K0.0%-24.1%0.077%
8/14/2025Vista Investment Management112,872$2.83M1.0%+6.6%0.232%
8/14/2025Raymond James Financial Inc.385,708$9.66M0.0%+26.3%0.792%
8/14/2025NewEdge Advisors LLC27,320$684K0.0%+6.4%0.056%
8/13/2025Flow Traders U.S. LLC21,771$545K0.0%N/A0.045%
8/13/2025Milestone Investment Advisors LLC140,968$3.53M0.9%+8.3%0.289%
8/13/2025First Trust Advisors LP117,855$2.95M0.0%+4.8%0.242%
8/13/2025Invesco Ltd.10,547,972$264.23M0.0%-15.4%21.659%
8/13/2025Northwestern Mutual Wealth Management Co.1,250$31K0.0%-72.1%0.003%
8/12/2025J.W. Cole Advisors Inc.30,818$772K0.0%-13.8%0.063%
8/12/2025Richmond Investment Services LLC22,042$552K0.1%+78.8%0.045%
8/12/2025Advisors Asset Management Inc.13,182$330K0.0%-26.7%0.027%
8/12/2025Steward Partners Investment Advisory LLC45,577$1.14M0.0%-31.9%0.094%
8/12/2025CreativeOne Wealth LLC67,246$1.69M0.0%+143.8%0.138%
8/12/2025JPMorgan Chase & Co.37,912$950K0.0%+64.1%0.078%
8/12/2025Bank Julius Baer & Co. Ltd Zurich440,751$11.04M0.2%-10.5%0.905%
8/11/2025Traub Capital Management LLC7,874$197K0.2%N/A0.016%
8/11/2025Inspire Advisors LLC49,497$1.24M0.1%+125.4%0.102%
8/8/2025Rockefeller Capital Management L.P.18,566$465K0.0%N/A0.038%
8/8/2025Kingsview Wealth Management LLC8,682$217K0.0%N/A0.018%
8/8/2025Thoroughbred Financial Services LLC47,470$1.19M0.1%-7.0%0.097%
8/8/2025Cetera Investment Advisers576,615$14.44M0.0%+1.2%1.184%
8/8/2025Intrua Financial LLC28,369$711K0.1%-2.4%0.058%
8/7/2025Laffer Tengler Investments Inc.86,742$2.17M0.4%-20.3%0.178%
8/6/2025Cherry Creek Investment Advisors Inc.654,183$16.39M7.7%-7.9%1.343%
8/5/2025Bank of New York Mellon Corp979,802$24.54M0.0%+2.3%2.012%
8/5/2025Uniting Wealth Partners LLC118,758$2.98M1.2%+4.5%0.244%
8/4/2025Cottage Street Advisors LLC45,474$1.14M0.6%+12.4%0.093%
8/4/2025Kovack Advisors Inc.153,428$3.84M0.4%-0.3%0.315%
8/4/2025Assetmark Inc.188,651$4.73M0.0%-94.7%0.387%
8/1/2025Mendel Money Management15,460$387K0.2%+19.6%0.032%
8/1/2025James Investment Research Inc.200,006$5.01M0.6%-5.7%0.411%
8/1/2025Envestnet Asset Management Inc.600,557$15.04M0.0%-2.8%1.233%
7/31/2025Trademark Financial Management LLC31,171$781K0.5%+9.1%0.064%
7/30/2025Fiduciary Planning LLC969,901$24.30M8.0%-10.3%2.000%
7/29/2025Stratos Wealth Partners LTD.39,747$996K0.0%+2.3%0.082%
7/29/2025Private Trust Co. NA2,460$62K0.0%-72.5%0.005%
7/29/2025Vectors Research Management LLC317,682$7.96M2.7%+25.7%0.655%
7/29/2025Empirical Asset Management LLC8,017$201K0.1%N/A0.017%
7/28/2025Courier Capital LLC277,388$6.95M0.4%+20.6%0.572%
7/28/2025Acorn Financial Advisory Services Inc. ADV14,217$356K0.1%+8.4%0.029%
7/25/2025Atria Wealth Solutions Inc.39,680$994K0.0%-84.3%0.082%
7/25/2025Total Clarity Wealth Management Inc.295,820$7.41M2.1%-24.0%0.610%
7/25/2025CWM LLC8,830$221K0.0%-10.2%0.018%
7/25/2025Concurrent Investment Advisors LLC208,376$5.22M0.1%+856.3%0.430%
7/25/2025Cerro Pacific Wealth Advisors LLC333,583$8.36M2.3%+27.9%0.688%
7/24/2025IFP Advisors Inc53,814$1.35M0.0%-4.9%0.111%
7/24/2025Mainstay Capital Management LLC ADV63,270$1.59M0.1%+152.6%0.131%
7/23/2025Meitav Investment House Ltd.10,462$261K0.0%-35.0%0.022%
7/22/2025Simplicity Wealth LLC21,582$541K0.0%-50.9%0.045%
7/22/2025Wealthcare Advisory Partners LLC18,742$469K0.0%N/A0.039%
7/18/2025Parsons Capital Management Inc. RI294,116$7.37M0.5%+4.6%0.611%
7/18/2025Truist Financial Corp58,776$1.47M0.0%+102.5%0.122%
7/17/2025Wagner Wealth Management LLC198,318$4.97M1.1%-1.4%0.412%
7/16/2025ORG Partners LLC103,334$2.59M0.6%+7.1%0.215%
7/16/2025Beaumont Financial Advisors LLC336,227$8.42M0.6%-22.1%0.699%
7/16/2025Perigon Wealth Management LLC38,700$969K0.0%N/A0.080%
7/15/2025Sheets Smith Wealth Management9,572$240K0.0%N/A0.020%
7/14/2025IronOak Wealth LLC.8,055$202K0.2%N/A0.017%
7/14/2025Iams Wealth Management LLC15,099$378K0.2%N/A0.031%
7/14/2025Sowell Financial Services LLC8,973$225K0.0%N/A0.019%
7/11/2025Farther Finance Advisors LLC13,054$327K0.0%-5.1%0.027%
7/10/2025 KMG Fiduciary Partners LLC171,720$4.30M0.3%+6.2%0.357%
7/10/2025 Sunflower Bank N.A.552,759$13.85M3.5%+3.3%1.149%
7/9/2025 Fiduciary Alliance LLC31,057$778K0.1%-72.8%0.065%
7/8/2025Adamsbrown Wealth Consultants LLC22,735$570K0.2%-8.9%0.047%
7/8/2025Goldstone Financial Group LLC463,093$11.62M1.5%+4.3%0.963%
5/28/2025Intrua Financial LLC29,067$729K0.1%N/A0.057%
5/21/2025Geneos Wealth Management Inc.65,286$1.64M0.1%+4,968.8%0.138%
5/19/2025Jane Street Group LLC49,247$1.24M0.0%N/A0.104%
5/16/2025Ascent Group LLC24,091$604K0.0%N/A0.047%
5/16/2025Arete Wealth Advisors LLC86,687$2.17M0.2%+7.0%0.170%
5/16/2025Redwood Financial Network Corp28,880$724K0.6%+2.6%0.057%
5/16/2025NewEdge Advisors LLC25,679$644K0.0%-5.0%0.050%
5/16/2025Advisors Asset Management Inc.17,986$451K0.0%-17.4%0.035%
(Data available from 1/1/2016 forward)

VRIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRIG shares?

During the previous two years, 172 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($264.23M), LPL Financial LLC ($103.82M), Osaic Holdings Inc. ($40.73M), Bank of New York Mellon Corp ($24.54M), Fiduciary Planning LLC ($24.20M), Lunt Capital Management Inc. ($19.47M), and Equitable Holdings Inc. ($17.18M).Learn more on Invesco Variable Rate Investment Grade ETF's institutional investors.

Which institutional investors have been buying Invesco Variable Rate Investment Grade ETF's stock?

Of the 152 institutional investors that purchased Invesco Variable Rate Investment Grade ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($5.18M), Mainstay Capital Management LLC ADV ($2.53M), LPL Financial LLC ($2.33M), Fiduciary Planning LLC ($1.08M), Bank of New York Mellon Corp ($859.72K), Lunt Capital Management Inc. ($836.04K), and Cherry Creek Investment Advisors Inc. ($618.07K).

How much institutional buying is happening at Invesco Variable Rate Investment Grade ETF?

Institutional investors have bought a total of 12,799,620 shares in the last 24 months. This purchase volume represents approximately $321.06M in transactions.

Which of Invesco Variable Rate Investment Grade ETF's major shareholders have been selling company stock?

Of the 64 institutional investors that sold Invesco Variable Rate Investment Grade ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($3.34M), Invesco Ltd. ($2.16M), Courier Capital LLC ($396.58K), Vectors Research Management LLC ($364.90K), HighTower Advisors LLC ($257.88K), Atria Wealth Solutions Inc. ($218.30K), and Total Clarity Wealth Management Inc. ($213.91K).

How much institutional selling is happening at Invesco Variable Rate Investment Grade ETF?

Institutional investors have sold a total of 8,397,175 shares in the last 24 months. This volume of shares sold represents approximately $210.44M in transactions.


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This page (NASDAQ:VRIG) was last updated on 10/15/2025 by MarketBeat.com Staff
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