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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.05 0.00 (0.00%)
As of 07/24/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$265.41M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$200.18M
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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
7/10/2026 KMG Fiduciary Partners LLC210,244$5.27M0.5%-11.2%0.311%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,262$232K0.0%-57.9%0.014%
7/10/2026 Wealthcare Advisory Partners LLC536,030$13.44M0.3%+5.1%0.792%
7/9/2026 Centurion Wealth Management LLC86,304$2.16M0.5%+0.6%0.127%
7/9/2026 Adamsbrown Wealth Consultants LLC105,998$2.66M0.5%+26.4%0.157%
7/9/2026 Worth Asset Management LLC154,229$3.87M1.2%+68.8%0.228%
7/8/2026 Thayer Financial L.L.C.191,503$4.80M4.4%+7.0%0.283%
7/7/2026 Balefire LLC67,467$1.69M0.3%N/A0.109%
7/7/2026 Dynamic Advisor Solutions LLC26,492$664K0.0%N/A0.043%
7/7/2026 CoreCap Advisors LLC1,414$35K0.0%-74.0%0.002%
6/3/2026NewEdge Advisors LLC146,925$3.68M0.0%+546.0%0.249%
5/20/2026Arete Wealth Advisors LLC17,853$447K0.0%-25.8%0.030%
5/19/2026NewEdge Advisors LLC146,925$3.68M0.1%+546.0%0.249%
5/19/2026Bank of America Corp DE20,399$511K0.0%-28.0%0.035%
5/19/2026Arkadios Wealth Advisors294,700$7.38M0.1%+193.7%0.499%
5/19/2026Arete Wealth Advisors LLC17,853$447K0.0%-25.8%0.030%
5/18/2026Royal Bank of Canada88,278$2.21M0.0%+1.5%0.149%
5/15/2026Matrix Private Capital Group LLC5,800$145K0.1%N/A0.010%
5/13/2026Cetera Investment Advisers543,151$13.60M0.0%+24.9%0.919%
5/13/2026Signature Equity Partners LLC5,573$140K0.1%-33.9%0.009%
5/13/2026First Trust Advisors LP162,593$4.07M0.0%+11.1%0.275%
5/6/2026Assetmark Inc.159,021$3.98M0.0%-3.1%0.269%
5/5/2026Vectors Research Management LLC344,900$8.64M2.5%+0.7%0.584%
5/5/2026Beaumont Financial Advisors LLC244,728$6.13M0.4%-22.5%0.414%
5/5/2026Bank of New York Mellon Corp1,781,949$44.61M0.0%+79.6%3.015%
5/5/2026Milestone Investment Advisors LLC145,554$3.64M0.9%+1.4%0.246%
5/5/2026Geneos Wealth Management Inc.9,233$231K0.0%-4.8%0.016%
5/1/2026Simplicity Wealth LLC88,375$2.21M0.1%+286.7%0.150%
4/30/2026Cherry Creek Investment Advisors Inc.680,973$17.05M7.4%-2.3%1.156%
4/30/2026Kestra Advisory Services LLC156,044$3.91M0.0%+4.5%0.265%
4/28/2026Ascentis Independent Advisors130,512$3.27M0.2%N/A0.219%
4/28/2026Koshinski Asset Management Inc.15,050$377K0.0%-6.2%0.025%
4/28/2026 Evolution Wealth Management Inc.1,974$49K0.0%N/A0.003%
4/27/2026PAX Financial Group LLC55,605$1.39M0.2%+210.9%0.093%
4/27/2026Private Advisor Group LLC175,804$4.40M0.0%+1.2%0.295%
4/27/2026Trademark Financial Management LLC17,029$426K0.2%+23.2%0.029%
4/27/2026 Sound Income Strategies LLC1,412$35K0.0%+141,100.0%0.002%
4/25/2026Blue Capital Inc.164,202$4.11M2.7%+32.8%0.276%
4/24/2026James Investment Research Inc.180,692$4.52M0.5%-5.1%0.304%
4/24/2026 Acorn Financial Advisory Services Inc. ADV15,978$400K0.1%-3.9%0.027%
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4/24/2026Wagner Wealth Management LLC186,384$4.67M0.9%+0.4%0.313%
4/23/2026 Mayflower Financial Advisors LLC173,737$4.35M0.4%+194.4%0.292%
4/23/2026Intrua Financial LLC22,941$574K0.1%-12.9%0.039%
4/23/2026Asset Allocation Strategies LLC109,011$2.73M0.5%+502.6%0.183%
4/22/2026Janney Montgomery Scott LLC78,451$1.96M0.0%+452.0%0.132%
4/22/2026 Harbor Asset Planning Inc.3,204$80K0.1%N/A0.005%
4/21/2026Sequent Planning LLC23,609$591K0.1%+7.7%0.040%
4/21/2026Silver Oak Securities Incorporated77,252$1.93M0.1%+2.1%0.130%
4/21/2026 Fiduciary Alliance LLC10,928$274K0.0%-23.5%0.018%
4/20/2026 Auour Investments LLC293,991$7.36M2.3%N/A0.493%
4/18/2026 Legacy Wealth Partners LLC10,239$256K0.1%N/A0.017%
4/17/2026 Total Clarity Wealth Management Inc.178,084$4.46M1.0%-2.7%0.299%
4/17/2026Signal Advisors Wealth LLC165,445$4.14M0.3%+179.3%0.278%
4/17/2026 Worth Asset Management LLC91,357$2.29M0.9%+60.7%0.153%
4/17/2026Community Bank & Trust Waco Texas14,965$375K0.1%+8.8%0.025%
4/15/2026 Nations Financial Group Inc. IA ADV33,119$829K0.0%+4.9%0.056%
3/17/2026Rockefeller Capital Management L.P.21,722$545K0.0%+2.9%0.040%
3/9/2026Corient Private Wealth LLC141,838$3.56M0.0%N/A0.263%
3/4/2026SHP Wealth Management9,109$229K0.0%N/A0.017%
2/23/2026Blue Capital Inc.123,613$3.10M2.2%+2.8%0.229%
2/19/2026Invesco Ltd.13,338,402$334.79M0.1%+26.5%24.724%
2/18/2026Ameriflex Group Inc.14,750$370K0.2%N/A0.027%
2/18/2026NewEdge Advisors LLC22,743$571K0.0%-10.8%0.042%
2/18/2026Vista Investment Management131,235$3.29M1.1%+10.8%0.243%
2/18/2026IHT Wealth Management LLC58,190$1.46M0.0%+1.5%0.108%
2/18/2026Asset One Wealth Management LLC9,443$237K0.0%N/A0.018%
2/18/20269823 Capital L.P.56,010$1.41M1.0%N/A0.104%
2/17/2026Cetera Investment Advisers434,931$10.92M0.0%-28.5%0.806%
2/17/2026Equitable Holdings Inc.600,933$15.08M0.1%-6.9%1.114%
2/17/2026Kovack Advisors Inc.151,136$3.79M0.2%+1.6%0.280%
2/17/2026Regal Investment Advisors LLC160,830$4.04M0.2%-34.2%0.298%
2/17/2026Osaic Holdings Inc.1,085,090$27.24M0.0%+5.6%2.011%
2/17/2026Private Advisor Group LLC173,686$4.36M0.0%+16.7%0.322%
2/17/2026Guardian Wealth Advisors LLC NC115,075$2.89M0.2%+5.8%0.213%
2/17/2026Captrust Financial Advisors75,324$1.89M0.0%+2.9%0.140%
2/17/2026Royal Bank of Canada86,934$2.18M0.0%-10.3%0.161%
2/17/2026Blair William & Co. IL8,871$223K0.0%+5.7%0.016%
2/16/2026MML Investors Services LLC10,643$267K0.0%N/A0.020%
2/16/2026E6 Portfolios LLC179,797$4.51M5.2%N/A0.333%
2/16/2026Aptus Capital Advisors LLC50,734$1.27M0.0%+731.6%0.094%
2/13/2026CreativeOne Wealth LLC87,964$2.21M0.1%+22.8%0.163%
2/13/2026Kestra Advisory Services LLC149,373$3.75M0.0%+2.7%0.277%
2/13/2026Inspire Advisors LLC72,691$1.83M0.2%+43.5%0.135%
2/13/2026Stifel Financial Corp842,362$21.14M0.0%+5.1%1.561%
2/13/2026Morgan Stanley2,246,537$56.39M0.0%+10.0%4.164%
2/13/2026Arkadios Wealth Advisors100,344$2.52M0.0%+523.6%0.186%
2/13/2026First Trust Advisors LP146,303$3.67M0.0%+5.1%0.271%
2/13/2026Wells Fargo & Company MN418,341$10.50M0.0%+16.6%0.775%
2/13/2026Asset Allocation Strategies LLC18,091$454K0.1%+9.5%0.034%
2/13/2026Summit Financial LLC33,861$850K0.0%-4.6%0.063%
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2/12/2026Richmond Investment Services LLC21,303$535K0.1%+2.3%0.039%
2/12/2026Commonwealth Equity Services LLC398,202$10.00M0.0%+14.3%0.738%
2/12/2026Steward Partners Investment Advisory LLC49,229$1.24M0.0%-1.5%0.091%
2/12/2026Principal Securities Inc.20,938$526K0.0%+21.3%0.039%
2/12/2026Kovack Advisors Inc.151,136$3.79M0.2%+1.6%0.280%
2/11/2026Janney Montgomery Scott LLC14,211$357K0.0%N/A0.026%
2/11/2026LPL Financial LLC5,648,490$141.78M0.0%-2.2%10.470%
2/11/2026Milestone Investment Advisors LLC143,571$3.60M0.9%+0.8%0.266%
2/11/2026 J.W. Cole Advisors Inc.43,578$1.08M0.0%+17.6%0.081%
2/10/2026Goldman Sachs Group Inc.9,642$242K0.0%N/A0.018%


VRIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($334.79M), LPL Financial LLC ($141.78M), Morgan Stanley ($56.39M), Bank of New York Mellon Corp ($44.61M), Osaic Holdings Inc. ($27.24M), Fiduciary Planning LLC ($24.55M), and Stifel Financial Corp ($21.14M).Learn more on Invesco Variable Rate Investment Grade ETF's institutional investors.

Of the 164 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. ($3.28M), Invesco Ltd. ($2.79M), LPL Financial LLC ($2.08M), Bank of New York Mellon Corp ($1.51M), Raymond James Financial Inc. ($726.63K), Osaic Holdings Inc. ($666.44K), and Wealthcare Advisory Partners LLC ($538.44K).

Institutional investors have bought a total of 10,583,285 shares in the last 24 months. This purchase volume represents approximately $265.41M in transactions.

Of the 67 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. ($3.37M), Invesco Ltd. ($1.92M), Sunflower Bank N.A. ($478.48K), Goldstone Financial Group LLC ($341.02K), Cetera Investment Advisers ($173.11K), LPL Financial LLC ($128.36K), and Total Clarity Wealth Management Inc. ($117.74K).

Institutional investors have sold a total of 7,987,190 shares in the last 24 months. This volume of shares sold represents approximately $200.18M in transactions.


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This page (NASDAQ:VRIG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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