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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.08 -0.01 (-0.02%)
As of 01:18 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)
107
Total
Institutional Inflows
(last 12 months)
$257.04M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$57.98M
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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
8/20/2026 Community Bank & Trust Waco Texas27,120$680K0.1%+81.2%0.037%
8/20/2026 NorthLanding Financial Partners LLC5,207$131K0.1%N/A0.007%
8/20/2026 Advocacy Wealth Management LLC101,940$2.56M0.0%N/A0.140%
8/20/2026 Greenleaf Trust168,666$8.46M0.1%N/A0.232%
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%
6/3/2026 NewEdge Advisors LLC146,925$3.68M0.0%+546.0%0.249%
5/20/2026 Arete Wealth Advisors LLC17,853$447K0.0%-25.8%0.030%
5/19/2026 NewEdge Advisors LLC146,925$3.68M0.1%+546.0%0.249%
5/19/2026 Bank of America Corp DE20,399$511K0.0%-28.0%0.035%
5/19/2026 Arkadios Wealth Advisors294,700$7.38M0.1%+193.7%0.499%
5/19/2026 Arete Wealth Advisors LLC17,853$447K0.0%-25.8%0.030%
5/18/2026 Royal Bank of Canada88,278$2.21M0.0%+1.5%0.149%
5/15/2026 Matrix Private Capital Group LLC5,800$145K0.1%N/A0.010%
5/13/2026 Cetera Investment Advisers543,151$13.60M0.0%+24.9%0.919%
5/13/2026 Signature Equity Partners LLC5,573$140K0.1%-33.9%0.009%
5/13/2026 First Trust Advisors LP162,593$4.07M0.0%+11.1%0.275%
5/6/2026 Assetmark Inc.159,021$3.98M0.0%-3.1%0.269%
5/5/2026 Vectors Research Management LLC344,900$8.64M2.5%+0.7%0.584%
5/5/2026 Beaumont Financial Advisors LLC244,728$6.13M0.4%-22.5%0.414%
5/5/2026 Bank of New York Mellon Corp1,781,949$44.61M0.0%+79.6%3.015%
5/5/2026 Milestone Investment Advisors LLC145,554$3.64M0.9%+1.4%0.246%
5/5/2026 Geneos Wealth Management Inc.9,233$231K0.0%-4.8%0.016%
5/1/2026 Simplicity Wealth LLC88,375$2.21M0.1%+286.7%0.150%
4/30/2026 Cherry Creek Investment Advisors Inc.680,973$17.05M7.4%-2.3%1.156%
4/30/2026 Kestra Advisory Services LLC156,044$3.91M0.0%+4.5%0.265%
4/28/2026 Ascentis Independent Advisors130,512$3.27M0.2%N/A0.219%
4/28/2026 Koshinski 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%
4/27/2026 PAX Financial Group LLC55,605$1.39M0.2%+210.9%0.093%
4/27/2026 Private Advisor Group LLC175,804$4.40M0.0%+1.2%0.295%
4/27/2026 Trademark Financial Management LLC17,029$426K0.2%+23.2%0.029%
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4/27/2026 Sound Income Strategies LLC1,412$35K0.0%+141,100.0%0.002%
4/25/2026 Blue Capital Inc.164,202$4.11M2.7%+32.8%0.276%
4/24/2026 James 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%
4/24/2026 Wagner 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%
4/23/2026 Intrua Financial LLC22,941$574K0.1%-12.9%0.039%
4/23/2026 Asset Allocation Strategies LLC109,011$2.73M0.5%+502.6%0.183%
4/22/2026 Janney 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%
4/21/2026 Sequent Planning LLC23,609$591K0.1%+7.7%0.040%
4/21/2026 Silver 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%
4/17/2026 Signal 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%
4/17/2026 Community 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%
3/17/2026 Rockefeller Capital Management L.P.21,722$545K0.0%+2.9%0.040%
3/9/2026 Corient Private Wealth LLC141,838$3.56M0.0%N/A0.263%
3/4/2026 SHP Wealth Management9,109$229K0.0%N/A0.017%
2/23/2026 Blue Capital Inc.123,613$3.10M2.2%+2.8%0.229%
2/19/2026 Invesco Ltd.13,338,402$334.79M0.1%+26.5%24.724%
2/18/2026 Ameriflex Group Inc.14,750$370K0.2%N/A0.027%
2/18/2026 NewEdge Advisors LLC22,743$571K0.0%-10.8%0.042%
2/18/2026 Vista Investment Management131,235$3.29M1.1%+10.8%0.243%
2/18/2026 IHT Wealth Management LLC58,190$1.46M0.0%+1.5%0.108%
2/18/2026 Asset One Wealth Management LLC9,443$237K0.0%N/A0.018%
2/18/2026 9823 Capital L.P.56,010$1.41M1.0%N/A0.104%
2/17/2026 Cetera Investment Advisers434,931$10.92M0.0%-28.5%0.806%
2/17/2026 Equitable Holdings Inc.600,933$15.08M0.1%-6.9%1.114%
2/17/2026 Kovack Advisors Inc.151,136$3.79M0.2%+1.6%0.280%
2/17/2026 Regal Investment Advisors LLC160,830$4.04M0.2%-34.2%0.298%
2/17/2026 Osaic Holdings Inc.1,085,090$27.24M0.0%+5.6%2.011%
2/17/2026 Private Advisor Group LLC173,686$4.36M0.0%+16.7%0.322%
2/17/2026 Guardian Wealth Advisors LLC NC115,075$2.89M0.2%+5.8%0.213%
2/17/2026 Captrust Financial Advisors75,324$1.89M0.0%+2.9%0.140%
2/17/2026 Royal Bank of Canada86,934$2.18M0.0%-10.3%0.161%
2/17/2026 Blair William & Co. IL8,871$223K0.0%+5.7%0.016%
2/16/2026 MML Investors Services LLC10,643$267K0.0%N/A0.020%
2/16/2026 E6 Portfolios LLC179,797$4.51M5.2%N/A0.333%
2/16/2026 Aptus Capital Advisors LLC50,734$1.27M0.0%+731.6%0.094%
2/13/2026 CreativeOne Wealth LLC87,964$2.21M0.1%+22.8%0.163%
2/13/2026 Kestra Advisory Services LLC149,373$3.75M0.0%+2.7%0.277%
2/13/2026 Inspire Advisors LLC72,691$1.83M0.2%+43.5%0.135%
2/13/2026 Stifel Financial Corp842,362$21.14M0.0%+5.1%1.561%
2/13/2026 Morgan Stanley2,246,537$56.39M0.0%+10.0%4.164%
2/13/2026 Arkadios Wealth Advisors100,344$2.52M0.0%+523.6%0.186%
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2/13/2026 First Trust Advisors LP146,303$3.67M0.0%+5.1%0.271%
2/13/2026 Wells Fargo & Company MN418,341$10.50M0.0%+16.6%0.775%
2/13/2026 Asset Allocation Strategies LLC18,091$454K0.1%+9.5%0.034%
2/13/2026 Summit Financial LLC33,861$850K0.0%-4.6%0.063%
2/12/2026 Richmond Investment Services LLC21,303$535K0.1%+2.3%0.039%
2/12/2026 Commonwealth Equity Services LLC398,202$10.00M0.0%+14.3%0.738%
2/12/2026 Steward Partners Investment Advisory LLC49,229$1.24M0.0%-1.5%0.091%
2/12/2026 Principal Securities Inc.20,938$526K0.0%+21.3%0.039%
2/12/2026 Kovack Advisors Inc.151,136$3.79M0.2%+1.6%0.280%
2/11/2026 Janney Montgomery Scott LLC14,211$357K0.0%N/A0.026%


VRIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 ($1.58M), Bank of New York Mellon Corp ($1.44M), 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 10,248,909 shares in the last 24 months. This purchase volume represents approximately $257.04M in transactions.

Of the 58 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: Sunflower Bank N.A. ($478.48K), Goldstone Financial Group LLC ($341.02K), Cetera Investment Advisers ($173.11K), LPL Financial LLC ($128.36K), Total Clarity Wealth Management Inc. ($117.74K), Uniting Wealth Partners LLC ($110.45K), and Beaumont Financial Advisors LLC ($91.50K).

Institutional investors have sold a total of 2,310,450 shares in the last 24 months. This volume of shares sold represents approximately $57.98M in transactions.


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Institutional ownership data for NASDAQ:VRIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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