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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.12 +0.02 (+0.06%)
As of 11:40 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)
105
Total
Institutional Inflows
(last 12 months)
$309.46M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$57.39M
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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
5/28/2025 Intrua Financial LLC29,067$729K0.1%N/A0.057%
5/21/2025 Geneos Wealth Management Inc.65,286$1.64M0.1%+4,968.8%0.138%
5/19/2025 Jane Street Group LLC49,247$1.24M0.0%N/A0.104%
5/16/2025 Ascent Group LLC24,091$604K0.0%N/A0.047%
5/16/2025 Arete Wealth Advisors LLC86,687$2.17M0.2%+7.0%0.170%
5/16/2025 Redwood Financial Network Corp28,880$724K0.6%+2.6%0.057%
5/16/2025 NewEdge Advisors LLC25,679$644K0.0%-5.0%0.050%
5/16/2025 Advisors Asset Management Inc.17,986$451K0.0%-17.4%0.035%
5/16/2025 Algorithmic Investment Models LLC213,720$5.36M3.9%+8.3%0.419%
5/15/2025 Royal Bank of Canada75,385$1.89M0.0%-13.3%0.148%
5/15/2025 Calton & Associates Inc.371,590$9.32M2.1%+1,758.4%0.729%
5/15/2025 Tortoise Investment Management LLC4,950$124K0.0%-16.9%0.010%
5/14/2025 CreativeOne Wealth LLC27,580$692K0.0%N/A0.054%
5/14/2025 Northwestern Mutual Wealth Management Co.4,477$112K0.0%+258.2%0.009%
5/14/2025 Kestra Advisory Services LLC46,047$1.16M0.0%-13.2%0.090%
5/14/2025 Laffer Tengler Investments Inc.108,883$2.73M0.6%+71.4%0.214%
5/13/2025 Raymond James Financial Inc.305,431$7.66M0.0%+38.8%0.599%
5/13/2025 Nations Financial Group Inc. IA ADV22,380$561K0.0%+92.2%0.044%
5/13/2025 Holderness Investments Co.78,245$1.96M0.5%+21.5%0.154%
5/13/2025 HighTower Advisors LLC339,229$8.51M0.0%+5.1%0.666%
5/12/2025 Invesco Ltd.12,471,737$312.79M0.1%-1.5%24.478%
5/12/2025 Benjamin Edwards Inc.27,420$688K0.0%-55.8%0.054%
5/9/2025 Atria Wealth Solutions Inc.252,205$6.33M0.1%-1.9%0.495%
5/9/2025 Thoroughbred Financial Services LLC51,064$1.28M0.1%N/A0.100%
5/8/2025 HHM Wealth Advisors LLC8,855$222K0.0%-50.8%0.017%
5/8/2025 NorthRock Partners LLC9,786$245K0.0%N/A0.019%
5/8/2025 Arkadios Wealth Advisors17,637$442K0.0%-12.5%0.035%
5/7/2025 LPL Financial LLC4,139,340$103.82M0.0%+25.9%8.124%
5/7/2025 Texas Yale Capital Corp.12,513$314K0.0%-28.6%0.025%
5/7/2025 Inspire Advisors LLC21,955$551K0.1%-14.6%0.043%
5/6/2025 Assetmark Inc.3,527,911$88.48M0.2%+1,067.1%6.924%
5/6/2025 Cetera Investment Advisers569,677$14.29M0.0%+77.3%1.118%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich492,379$12.35M0.0%N/A0.966%
5/5/2025 Lunt Capital Management Inc.776,471$19.47M7.1%-8.4%1.524%
5/5/2025 J.W. Cole Advisors Inc.35,758$897K0.0%+3.6%0.070%
5/5/2025 IFP Advisors Inc56,586$1.42M0.0%+82.4%0.111%
5/5/2025 Calton & Associates Inc.7,792$195K0.0%-61.0%0.015%
5/5/2025 Resurgent Financial Advisors LLC23,846$598K0.4%-5.7%0.047%
5/5/2025 Mainstay Capital Management LLC ADV25,051$628K0.1%-44.0%0.049%
5/5/2025 Csenge Advisory Group48,244$1.21M0.1%N/A0.095%
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5/5/2025 Private Advisor Group LLC250,176$6.27M0.0%+8.4%0.491%
5/2/2025 James Investment Research Inc.212,012$5.32M0.7%-1.8%0.411%
5/2/2025 Prevail Innovative Wealth Advisors LLC45,246$1.14M0.3%+45.3%0.088%
4/30/2025 Allworth Financial LP1,993$50K0.0%N/A0.004%
4/30/2025 Stratos Wealth Partners LTD.38,868$975K0.0%N/A0.075%
4/29/2025 Envestnet Asset Management Inc.618,171$15.50M0.0%+24.9%1.198%
4/29/2025 Concurrent Investment Advisors LLC21,789$546K0.0%+20.2%0.042%
4/29/2025 Bank of New York Mellon Corp957,878$24.02M0.0%+143.3%1.856%
4/29/2025 World Investment Advisors15,410$386K0.0%-60.0%0.030%
4/28/2025 Milestone Investment Advisors LLC130,133$3.26M0.9%+9.6%0.252%
4/28/2025 Private Trust Co. NA8,943$224K0.0%+9.4%0.017%
4/25/2025 Koshinski Asset Management Inc.18,150$455K0.0%N/A0.036%
4/25/2025 WASHINGTON TRUST Co2,000$50K0.0%N/A0.004%
4/25/2025 Trademark Financial Management LLC28,582$717K0.5%+31.9%0.057%
4/25/2025 Uniting Wealth Partners LLC113,689$2.85M1.4%-2.4%0.226%
4/23/2025 Golden State Wealth Management LLC7,766$195K0.0%+94.9%0.016%
4/23/2025 Vectors Research Management LLC252,659$6.34M2.2%-57.2%0.512%
4/22/2025 Cambridge Investment Research Advisors Inc.383,249$9.61M0.0%+37.1%0.777%
4/22/2025 Cherry Creek Investment Advisors Inc.709,950$17.81M9.3%+13.6%1.439%
4/21/2025 ORG Partners LLC96,454$2.41M0.6%N/A0.195%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,644$518K0.1%-11.2%0.042%
4/21/2025 Envestnet Portfolio Solutions Inc.18,942$475K0.0%N/A0.038%
4/21/2025 Kingswood Wealth Advisors LLC19,200$482K0.0%+100.0%0.039%
4/18/2025 Wagner Wealth Management LLC201,100$5.04M1.3%+7.5%0.407%
4/16/2025 Goldstone Financial Group LLC443,928$11.13M1.7%+1.2%0.818%
4/16/2025 Hickory Asset Management Inc.43,118$1.08M1.0%+2.7%0.079%
4/15/2025 Parsons Capital Management Inc. RI281,249$7.05M0.4%+841.1%0.518%
4/15/2025 Simplicity Wealth LLC43,995$1.10M0.1%N/A0.081%
4/14/2025 Farther Finance Advisors LLC13,758$345K0.0%-8.0%0.025%
4/14/2025 Courier Capital LLC230,037$5.77M0.4%-52.0%0.424%
4/14/2025 KMG Fiduciary Partners LLC161,729$4.06M0.3%+25.3%0.298%
4/14/2025 UMB Bank n.a.1,045$26K0.0%N/A0.002%
4/14/2025 Sunflower Bank N.A.535,136$13.42M3.8%+1.2%0.986%
4/11/2025 Fiduciary Planning LLC1,080,923$27.11M8.9%+3.0%1.877%
4/11/2025 Adamsbrown Wealth Consultants LLC24,965$626K0.2%-20.5%0.043%
4/10/2025 Heritage Family Offices LLP44,300$1.11M0.6%+7.4%0.077%
4/9/2025 NBC Securities Inc.5,273$132K0.0%+105,360.0%0.009%
4/8/2025 Cerro Pacific Wealth Advisors LLC260,754$6.55M2.2%+10.7%0.453%
2/25/2025B. Riley Wealth Advisors Inc.9,553$240K0.0%N/A0.019%
2/19/2025 Richmond Investment Services LLC12,298$309K0.2%N/A0.025%
2/18/2025 Mpwm Advisory Solutions LLC3,461$87K0.1%N/A0.007%
2/17/2025 Vista Investment Management113,952$2.86M1.1%-16.8%0.232%
2/17/2025 Redwood Financial Network Corp28,142$707K0.5%N/A0.057%
2/17/2025 Guardian Wealth Advisors LLC NC92,137$2.31M0.2%+6.8%0.187%
2/17/2025 Cetera Investment Advisers321,261$8.07M0.0%+4.4%0.654%
2/17/2025Blue Capital Inc.120,742$3.03M2.1%N/A0.246%
2/17/2025 Bank of America Corp DE31,221$784K0.0%+2.4%0.064%
2/17/2025 Beaumont Capital Management LLC197,286$4.96M3.8%+28.0%0.401%
2/17/2025 Benjamin Edwards Inc.61,983$1.56M0.0%-5.1%0.126%
2/17/2025 BNP Paribas Financial Markets7,826$197K0.0%N/A0.016%
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Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

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2/17/2025 Acorn Financial Advisory Services Inc. ADV14,706$369K0.1%+17.3%0.030%
2/14/2025 IHT Wealth Management LLC50,104$1.26M0.0%-34.2%0.102%
2/14/2025 Stifel Financial Corp526,030$13.21M0.0%+8.6%1.070%
2/14/2025 Vectors Research Management LLC590,725$14.84M5.1%-2.6%1.202%
2/14/2025 Tower Research Capital LLC TRC6,465$162K0.0%+6,365.0%0.013%
2/14/2025 First Trust Advisors LP98,385$2.47M0.0%+0.8%0.200%
2/14/2025 Concourse Financial Group Securities Inc.142,643$3.59M0.2%-1.3%0.290%
2/13/2025 NewEdge Advisors LLC27,020$679K0.0%+12.3%0.055%
2/13/2025 Resurgent Financial Advisors LLC25,283$635K0.4%+19.3%0.051%
2/13/2025 Regal Investment Advisors LLC107,294$2.70M0.2%+3.4%0.218%
(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, 163 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($312.79M), LPL Financial LLC ($103.82M), Assetmark Inc. ($88.48M), Osaic Holdings Inc. ($33.70M), Fiduciary Planning LLC ($27.11M), Bank of New York Mellon Corp ($24.02M), and Lunt Capital Management Inc. ($19.47M).Learn more on VRIG's institutional investors.

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

Of the 141 institutional investors that purchased Invesco Variable Rate Investment Grade ETF 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 ($2.61M), LPL Financial LLC ($2.52M), Fiduciary Planning LLC ($1.08M), Bank of New York Mellon Corp ($837.79K), Lunt Capital Management Inc. ($836.04K), and Courier Capital LLC ($777.14K).

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

Institutional investors have bought a total of 24,502,900 shares in the last 24 months. This purchase volume represents approximately $613.29M in transactions.

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

Of the 79 institutional investors that sold Invesco Variable Rate Investment Grade ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mainstay Capital Management LLC ADV ($1.78M), Vectors Research Management LLC ($1.06M), Courier Capital LLC ($547.10K), Invesco Ltd. ($324.94K), HighTower Advisors LLC ($257.88K), Private Advisor Group LLC ($238.18K), and Osaic Holdings Inc. ($188.52K).

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

Institutional investors have sold a total of 6,222,029 shares in the last 24 months. This volume of shares sold represents approximately $155.71M in transactions.


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This page (NASDAQ:VRIG) was last updated on 6/13/2025 by MarketBeat.com Staff
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