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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.07 0.00 (0.00%)
Closing price 09/24/2025 04:00 PM Eastern
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$25.07 0.00 (0.00%)
As of 08:17 AM 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)
118
Total
Institutional Inflows
(last 12 months)
$319.41M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$209.57M
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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
9/4/2025 Osaic Holdings Inc.1,625,306$40.73M0.1%+59.8%3.337%
8/19/2025 B. Riley Wealth Advisors Inc.13,359$335K0.0%N/A0.027%
8/18/2025 Geneos Wealth Management Inc.5,252$132K0.0%-92.0%0.011%
8/15/2025 Tower 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%
8/15/2025 Corient Private Wealth LLC132,578$3.32M0.0%+2.4%0.272%
8/15/2025 Equitable Holdings Inc.685,767$17.18M0.1%+1.0%1.408%
8/15/2025 Captrust Financial Advisors68,764$1.72M0.0%+11.2%0.141%
8/15/2025 Prevail Innovative Wealth Advisors LLC59,238$1.48M0.3%+30.9%0.122%
8/15/2025 Two Sigma Securities LLC14,800$371K0.0%N/A0.030%
8/15/2025 Benjamin Edwards Inc.16,035$402K0.0%-41.5%0.033%
8/15/2025 Blue Capital Inc.117,271$2.94M2.1%N/A0.241%
8/15/2025 Bank of America Corp DE28,538$715K0.0%-9.1%0.059%
8/14/2025 Jane Street Group LLC37,403$937K0.0%-24.1%0.077%
8/14/2025 Vista Investment Management112,872$2.83M1.0%+6.6%0.232%
8/14/2025 Raymond James Financial Inc.385,708$9.66M0.0%+26.3%0.792%
8/14/2025 NewEdge Advisors LLC27,320$684K0.0%+6.4%0.056%
8/13/2025 Flow Traders U.S. LLC21,771$545K0.0%N/A0.045%
8/13/2025 Milestone Investment Advisors LLC140,968$3.53M0.9%+8.3%0.289%
8/13/2025 First Trust Advisors LP117,855$2.95M0.0%+4.8%0.242%
8/13/2025 Invesco Ltd.10,547,972$264.23M0.0%-15.4%21.659%
8/13/2025 Northwestern Mutual Wealth Management Co.1,250$31K0.0%-72.1%0.003%
8/12/2025 J.W. Cole Advisors Inc.30,818$772K0.0%-13.8%0.063%
8/12/2025 Richmond Investment Services LLC22,042$552K0.1%+78.8%0.045%
8/12/2025 Advisors Asset Management Inc.13,182$330K0.0%-26.7%0.027%
8/12/2025 Steward Partners Investment Advisory LLC45,577$1.14M0.0%-31.9%0.094%
8/12/2025 CreativeOne Wealth LLC67,246$1.69M0.0%+143.8%0.138%
8/12/2025 JPMorgan Chase & Co.37,912$950K0.0%+64.1%0.078%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich440,751$11.04M0.2%-10.5%0.905%
8/11/2025 Traub Capital Management LLC7,874$197K0.2%N/A0.016%
8/11/2025 Inspire Advisors LLC49,497$1.24M0.1%+125.4%0.102%
8/8/2025 Rockefeller Capital Management L.P.18,566$465K0.0%N/A0.038%
8/8/2025 Kingsview Wealth Management LLC8,682$217K0.0%N/A0.018%
8/8/2025 Thoroughbred Financial Services LLC47,470$1.19M0.1%-7.0%0.097%
8/8/2025 Cetera Investment Advisers576,615$14.44M0.0%+1.2%1.184%
8/8/2025 Intrua Financial LLC28,369$711K0.1%-2.4%0.058%
8/7/2025 Laffer Tengler Investments Inc.86,742$2.17M0.4%-20.3%0.178%
8/6/2025 Cherry Creek Investment Advisors Inc.654,183$16.39M7.7%-7.9%1.343%
8/5/2025 Bank of New York Mellon Corp979,802$24.54M0.0%+2.3%2.012%
8/5/2025 Uniting Wealth Partners LLC118,758$2.98M1.2%+4.5%0.244%
8/4/2025 Cottage Street Advisors LLC45,474$1.14M0.6%+12.4%0.093%
8/4/2025 Kovack Advisors Inc.153,428$3.84M0.4%-0.3%0.315%
8/4/2025 Assetmark Inc.188,651$4.73M0.0%-94.7%0.387%
8/1/2025 Mendel Money Management15,460$387K0.2%+19.6%0.032%
8/1/2025 James Investment Research Inc.200,006$5.01M0.6%-5.7%0.411%
8/1/2025 Envestnet Asset Management Inc.600,557$15.04M0.0%-2.8%1.233%
7/31/2025 Trademark Financial Management LLC31,171$781K0.5%+9.1%0.064%
7/30/2025 Fiduciary Planning LLC969,901$24.30M8.0%-10.3%2.000%
7/29/2025 Stratos Wealth Partners LTD.39,747$996K0.0%+2.3%0.082%
7/29/2025 Private Trust Co. NA2,460$62K0.0%-72.5%0.005%
7/29/2025 Vectors Research Management LLC317,682$7.96M2.7%+25.7%0.655%
7/29/2025 Empirical Asset Management LLC8,017$201K0.1%N/A0.017%
7/28/2025 Courier Capital LLC277,388$6.95M0.4%+20.6%0.572%
7/28/2025 Acorn Financial Advisory Services Inc. ADV14,217$356K0.1%+8.4%0.029%
7/25/2025 Atria Wealth Solutions Inc.39,680$994K0.0%-84.3%0.082%
7/25/2025 Total Clarity Wealth Management Inc.295,820$7.41M2.1%-24.0%0.610%
7/25/2025 CWM LLC8,830$221K0.0%-10.2%0.018%
7/25/2025 Concurrent Investment Advisors LLC208,376$5.22M0.1%+856.3%0.430%
7/25/2025 Cerro Pacific Wealth Advisors LLC333,583$8.36M2.3%+27.9%0.688%
7/24/2025 IFP Advisors Inc53,814$1.35M0.0%-4.9%0.111%
7/24/2025 Mainstay Capital Management LLC ADV63,270$1.59M0.1%+152.6%0.131%
7/23/2025 Meitav Investment House Ltd.10,462$261K0.0%-35.0%0.022%
7/22/2025 Simplicity Wealth LLC21,582$541K0.0%-50.9%0.045%
7/22/2025 Wealthcare Advisory Partners LLC18,742$469K0.0%N/A0.039%
7/18/2025 Parsons Capital Management Inc. RI294,116$7.37M0.5%+4.6%0.611%
7/18/2025 Truist Financial Corp58,776$1.47M0.0%+102.5%0.122%
7/17/2025 Wagner Wealth Management LLC198,318$4.97M1.1%-1.4%0.412%
7/16/2025 ORG Partners LLC103,334$2.59M0.6%+7.1%0.215%
7/16/2025 Beaumont Financial Advisors LLC336,227$8.42M0.6%-22.1%0.699%
7/16/2025 Perigon Wealth Management LLC38,700$969K0.0%N/A0.080%
7/15/2025 Sheets Smith Wealth Management9,572$240K0.0%N/A0.020%
7/14/2025 IronOak Wealth LLC.8,055$202K0.2%N/A0.017%
7/14/2025 Iams Wealth Management LLC15,099$378K0.2%N/A0.031%
7/14/2025 Sowell Financial Services LLC8,973$225K0.0%N/A0.019%
7/11/2025 Farther 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%
7/8/2025 Adamsbrown Wealth Consultants LLC22,735$570K0.2%-8.9%0.047%
7/8/2025 Goldstone 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%
5/16/2025Algorithmic Investment Models LLC213,720$5.36M3.9%+8.3%0.419%
5/15/2025Royal Bank of Canada75,385$1.89M0.0%-13.3%0.148%
5/15/2025Calton & Associates Inc.371,590$9.32M2.1%+1,758.4%0.729%
5/15/2025Tortoise Investment Management LLC4,950$124K0.0%-16.9%0.010%
5/14/2025CreativeOne Wealth LLC27,580$692K0.0%N/A0.054%
5/14/2025Northwestern Mutual Wealth Management Co.4,477$112K0.0%+258.2%0.009%
5/14/2025Kestra Advisory Services LLC46,047$1.16M0.0%-13.2%0.090%
5/14/2025Laffer Tengler Investments Inc.108,883$2.73M0.6%+71.4%0.214%
5/13/2025Raymond James Financial Inc.305,431$7.66M0.0%+38.8%0.599%
5/13/2025Nations Financial Group Inc. IA ADV22,380$561K0.0%+92.2%0.044%
5/13/2025Holderness Investments Co.78,245$1.96M0.5%+21.5%0.154%
5/13/2025HighTower Advisors LLC339,229$8.51M0.0%+5.1%0.666%
(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, 171 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 ($24.30M), 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 151 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 12,734,239 shares in the last 24 months. This purchase volume represents approximately $319.41M in transactions.

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

Of the 62 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 8,362,437 shares in the last 24 months. This volume of shares sold represents approximately $209.57M in transactions.


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This page (NASDAQ:VRIG) was last updated on 9/25/2025 by MarketBeat.com Staff
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