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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
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Closing price 04:00 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)
110
Total
Institutional Inflows
(last 12 months)
$312.59M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$61.00M
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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
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%
7/23/2025 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%
5/16/2025 Ascent 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%
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5/13/2025HighTower Advisors LLC339,229$8.51M0.0%+5.1%0.666%
5/12/2025Invesco Ltd.12,471,737$312.79M0.1%-1.5%24.478%
5/12/2025Benjamin Edwards Inc.27,420$688K0.0%-55.8%0.054%
5/9/2025Atria Wealth Solutions Inc.252,205$6.33M0.1%-1.9%0.495%
5/9/2025Thoroughbred Financial Services LLC51,064$1.28M0.1%N/A0.100%
5/8/2025HHM Wealth Advisors LLC8,855$222K0.0%-50.8%0.017%
5/8/2025NorthRock Partners LLC9,786$245K0.0%N/A0.019%
5/8/2025Arkadios Wealth Advisors17,637$442K0.0%-12.5%0.035%
5/7/2025LPL Financial LLC4,139,340$103.82M0.0%+25.9%8.124%
5/7/2025Texas Yale Capital Corp.12,513$314K0.0%-28.6%0.025%
5/7/2025Inspire Advisors LLC21,955$551K0.1%-14.6%0.043%
5/6/2025Assetmark Inc.3,527,911$88.48M0.2%+1,067.1%6.924%
5/6/2025Cetera Investment Advisers569,677$14.29M0.0%+77.3%1.118%
5/6/2025Bank Julius Baer & Co. Ltd Zurich492,379$12.35M0.0%N/A0.966%
5/5/2025Lunt Capital Management Inc.776,471$19.47M7.1%-8.4%1.524%
5/5/2025J.W. Cole Advisors Inc.35,758$897K0.0%+3.6%0.070%
5/5/2025IFP Advisors Inc56,586$1.42M0.0%+82.4%0.111%
5/5/2025Calton & Associates Inc.7,792$195K0.0%-61.0%0.015%
5/5/2025Resurgent Financial Advisors LLC23,846$598K0.4%-5.7%0.047%
5/5/2025Mainstay Capital Management LLC ADV25,051$628K0.1%-44.0%0.049%
5/5/2025Csenge Advisory Group48,244$1.21M0.1%N/A0.095%
5/5/2025Private Advisor Group LLC250,176$6.27M0.0%+8.4%0.491%
5/2/2025James Investment Research Inc.212,012$5.32M0.7%-1.8%0.411%
5/2/2025Prevail Innovative Wealth Advisors LLC45,246$1.14M0.3%+45.3%0.088%
4/30/2025Allworth Financial LP1,993$50K0.0%N/A0.004%
4/30/2025Stratos Wealth Partners LTD.38,868$975K0.0%N/A0.075%
4/29/2025Envestnet Asset Management Inc.618,171$15.50M0.0%+24.9%1.198%
4/29/2025Concurrent Investment Advisors LLC21,789$546K0.0%+20.2%0.042%
4/29/2025Bank of New York Mellon Corp957,878$24.02M0.0%+143.3%1.856%
4/29/2025World Investment Advisors15,410$386K0.0%-60.0%0.030%
4/28/2025Milestone Investment Advisors LLC130,133$3.26M0.9%+9.6%0.252%
4/28/2025Private Trust Co. NA8,943$224K0.0%+9.4%0.017%
4/25/2025Koshinski Asset Management Inc.18,150$455K0.0%N/A0.036%
4/25/2025WASHINGTON TRUST Co2,000$50K0.0%N/A0.004%
4/25/2025Trademark Financial Management LLC28,582$717K0.5%+31.9%0.057%
4/25/2025Uniting Wealth Partners LLC113,689$2.85M1.4%-2.4%0.226%
4/23/2025Golden State Wealth Management LLC7,766$195K0.0%+94.9%0.016%
4/23/2025Vectors Research Management LLC252,659$6.34M2.2%-57.2%0.512%
4/22/2025Cambridge Investment Research Advisors Inc.383,249$9.61M0.0%+37.1%0.777%
4/22/2025Cherry 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%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,644$518K0.1%-11.2%0.042%
4/21/2025Envestnet 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%
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4/14/2025Courier 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%
4/11/2025Fiduciary 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%
4/8/2025Cerro 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%
(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, 169 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 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 146 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 ($2.65M), 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 12,457,575 shares in the last 24 months. This purchase volume represents approximately $312.59M in transactions.

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

Of the 59 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: Courier Capital LLC ($396.58K), Vectors Research Management LLC ($364.90K), HighTower Advisors LLC ($257.88K), Invesco Ltd. ($233.45K), Private Advisor Group LLC ($156.30K), Mainstay Capital Management LLC ADV ($137.02K), and Total Clarity Wealth Management Inc. ($120.67K).

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

Institutional investors have sold a total of 2,431,247 shares in the last 24 months. This volume of shares sold represents approximately $61.00M in transactions.


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This page (NASDAQ:VRIG) was last updated on 7/24/2025 by MarketBeat.com Staff
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