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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.08 0.00 (0.00%)
As of 03:59 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)
126
Total
Institutional Inflows
(last 12 months)
$398.84M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$218.30M
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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
5/5/2026Beaumont 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%
5/1/2026 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%
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%
3/17/2026Rockefeller 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%
2/23/2026 Blue 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%
2/17/2026 Private 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Asset Allocation Strategies LLC18,091$454K0.1%+9.5%0.034%
2/13/2026Summit 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%
2/12/2026Steward 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%
2/11/2026 Janney 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%
2/10/2026Harfst & Associates Inc.344,096$8.64M1.6%+140.2%0.638%
2/10/2026Calton & Associates Inc.474,144$11.90M1.7%+3.6%0.879%
2/10/2026Redwood Financial Network Corp56,356$1.42M0.9%+26.9%0.104%
2/10/2026 Founders Financial Securities LLC11,233$282K0.0%-86.6%0.021%
2/10/2026Holderness Investments Co.88,806$2.23M0.5%+1.1%0.165%
2/9/2026 Community Bank & Trust Waco Texas13,750$345K0.1%N/A0.025%
2/6/2026 Wilian Securities LLC57,964$1.46M1.6%N/A0.107%
2/6/2026Global Retirement Partners LLC15,452$388K0.0%+3.8%0.029%
2/6/2026 Prevail Innovative Wealth Advisors LLC105,796$2.66M0.5%+17.4%0.196%
2/6/2026 IFP Advisors Inc108,068$2.71M0.1%+11.6%0.200%
2/6/2026PNC Financial Services Group Inc.1,405$35K0.0%N/A0.003%
2/6/2026HighTower Advisors LLC398,615$10.01M0.0%+19.2%0.739%
2/5/2026 Intrua Financial LLC26,327$661K0.1%+9.4%0.049%
2/5/2026 PAX Financial Group LLC17,883$449K0.1%+111.9%0.033%
2/3/2026Vectors Research Management LLC342,509$8.60M2.6%+8.6%0.635%
2/3/2026 Koshinski Asset Management Inc.16,050$403K0.0%-3.6%0.030%
2/3/2026 Acorn Financial Advisory Services Inc. ADV16,626$417K0.1%+4.3%0.031%
2/2/2026 Cerro Pacific Wealth Advisors LLC372,569$9.35M2.5%+4.3%0.691%
2/2/2026 Truist Financial Corp81,037$2.03M0.0%-41.4%0.150%
2/2/2026 Total Clarity Wealth Management Inc.183,028$4.59M1.1%-11.1%0.338%
2/2/2026 Oppenheimer & Co. Inc.21,500$540K0.0%-33.2%0.040%
1/30/2026 Wagner Wealth Management LLC185,570$4.66M1.0%-2.9%0.342%
1/30/2026 Simplicity Wealth LLC22,853$574K0.0%+163.6%0.042%


VRIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRIG shares?

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.

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

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 ($512.33K).

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

Institutional investors have bought a total of 15,903,167 shares in the last 24 months. This purchase volume represents approximately $398.84M in transactions.

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

Of the 71 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. ($3.36M), Invesco Ltd. ($2.11M), Sunflower Bank N.A. ($478.48K), Goldstone Financial Group LLC ($341.02K), Atria Wealth Solutions Inc. ($217.54K), Total Clarity Wealth Management Inc. ($210.98K), and Beaumont Financial Advisors LLC ($186.99K).

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

Institutional investors have sold a total of 8,709,939 shares in the last 24 months. This volume of shares sold represents approximately $218.30M in transactions.


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This page (NASDAQ:VRIG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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