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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

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-0.13 (-0.52%)
(As of 04/22/2024 ET)
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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)
72
Total
Institutional Inflows
(last 12 months)
$291.32M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$102.60M
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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
4/23/2024Accurate Wealth Management LLC12,000$302K0.1%+16.9%0.034%
4/23/2024Raymond James Financial Services Advisors Inc.81,096$2.04M0.0%-20.0%0.231%
4/18/2024WJ Wealth Management LLC139,623$3.50M1.4%-5.6%0.419%
4/17/2024Fiduciary Alliance LLC82,599$2.07M0.4%+14.9%0.248%
4/17/2024Founders Financial Securities LLC103,956$2.61M0.3%N/A0.312%
4/16/2024Calton & Associates Inc.8,064$202K0.1%N/A0.024%
4/16/2024Courier Capital LLC677,768$17.01M1.2%-0.6%2.035%
4/10/2024 KMG Fiduciary Partners LLC130,835$3.28M0.3%+28.0%0.395%
4/10/2024 Sunflower Bank N.A.529,996$13.30M3.0%-1.2%1.599%
4/5/2024 NBC Securities Inc.2,563$64K0.0%-20.8%0.008%
3/8/2024ICA Group Wealth Management LLC13,176$329K0.1%N/A0.040%
3/4/2024Vima LLC1,204$30K0.1%N/A0.004%
3/1/2024Pineridge Advisors LLC13,824$345K0.1%N/A0.042%
2/21/2024WNY Asset Management LLC31,865$796K0.1%+39.0%0.097%
2/15/2024Guardian Wealth Advisors LLC NC76,043$1.90M0.3%+5.7%0.233%
2/14/2024Vista Investment Management152,734$3.82M1.8%+12.3%0.467%
2/13/2024Cetera Advisor Networks LLC234,421$5.86M0.0%+1,154.2%0.717%
2/13/2024Trademark Financial Management LLC17,959$449K0.3%N/A0.055%
2/13/2024Holderness Investments Co.54,779$1.37M0.4%-1.6%0.168%
2/13/2024Belpointe Asset Management LLC16,483$412K0.0%-73.3%0.050%
2/12/2024Vectors Research Management LLC255,951$6.40M1.1%-66.9%0.783%
2/12/2024Laidlaw Wealth Management LLC14,814$370K0.1%-3.5%0.045%
2/12/2024Stifel Financial Corp483,520$12.08M0.0%-17.6%1.479%
2/12/2024Steward Partners Investment Advisory LLC8,650$216K0.0%+47.9%0.026%
2/9/2024Cambridge Investment Research Advisors Inc.177,955$4.45M0.0%-14.7%0.544%
2/9/2024Hanlon Investment Management Inc.11,902$297K0.1%N/A0.036%
2/9/2024Assetmark Inc.1,903,702$47.57M0.2%N/A5.822%
2/9/2024Milestone Investment Advisors LLC132,740$3.32M1.0%-41.7%0.406%
2/8/2024Laffer Tengler Investments Inc.70,628$1.77M0.5%-3.8%0.216%
2/7/2024Envestnet Portfolio Solutions Inc.16,334$408K0.0%N/A0.050%
2/7/2024 NBC Securities Inc.3,237$80K0.0%N/A0.010%
2/7/2024Concourse Financial Group Securities Inc.89,560$2.24M0.2%-11.6%0.274%
2/6/2024Private Advisor Group LLC400,448$10.01M0.1%+13.1%1.225%
2/6/2024Benjamin F. Edwards & Company Inc.120,082$3.00M0.1%N/A0.367%
2/6/2024Aveo Capital Partners LLC154,254$3.86M0.5%N/A0.472%
2/6/2024Heritage Wealth Management LLC23,556$589K0.3%N/A0.072%
2/5/2024HHM Wealth Advisors LLC26,080$652K0.1%-15.7%0.080%
2/2/2024Kovack Advisors Inc.154,116$3.85M0.5%-0.6%0.474%
2/2/2024TAP Consulting LLC42,952$1.07M0.3%+1.2%0.132%
2/2/2024Atria Wealth Solutions Inc.281,356$7.03M0.1%-8.4%0.866%
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2/1/2024Significant Wealth Partners LLC19,469$487K0.4%N/A0.060%
2/1/2024Sigma Planning Corp30,920$773K0.1%-66.5%0.095%
2/1/2024 CWM LLC12,648$316K0.0%+348.8%0.039%
1/31/2024J.W. Cole Advisors Inc.26,615$665K0.0%+55.5%0.082%
1/31/2024Beaumont Financial Advisors LLC338,855$8.47M0.8%-7.5%1.043%
1/30/2024Lunt Capital Management Inc.110,592$2.76M1.4%N/A0.340%
1/30/2024Capital Analysts LLC100,057$2.50M0.1%+1.0%0.308%
1/30/2024Bison Wealth LLC31,072$776K0.1%-76.1%0.096%
1/29/2024Meitav Investment House Ltd.58,267$1.45M0.0%-6.1%0.179%
1/25/2024Fiduciary Planning LLC928,359$23.20M9.9%+245.3%2.865%
1/25/2024Mainstay Capital Management LLC ADV964,345$24.10M4.6%-63.0%2.976%
1/24/2024Stratos Wealth Partners LTD.12,796$320K0.0%N/A0.039%
1/24/2024Arkadios Wealth Advisors22,484$562K0.0%+2.1%0.069%
1/24/2024Total Clarity Wealth Management Inc.181,521$4.54M1.9%+23.2%0.560%
1/18/2024Global Retirement Partners LLC16,524$415K0.0%+1,552.4%0.051%
1/17/2024Courier Capital LLC681,562$17.03M1.3%-6.7%2.097%
1/17/2024IFG Advisory LLC48,537$1.21M0.1%N/A0.149%
1/17/2024Fiduciary Alliance LLC71,887$1.80M0.4%+58.2%0.221%
1/16/2024Raymond James Financial Services Advisors Inc.101,383$2.53M0.0%+10.2%0.312%
1/16/2024Raymond James & Associates19,702$492K0.0%-6.0%0.061%
1/12/2024Accurate Wealth Management LLC10,268$258K0.1%+18.1%0.032%
1/12/2024 Sunflower Bank N.A.536,468$13.41M3.1%+0.2%1.651%
1/11/2024Whittier Trust Co.32,151$803K0.0%-41.9%0.099%
12/14/2023WNY Asset Management LLC22,923$572K0.1%N/A0.076%
12/5/2023TAP Consulting LLC42,431$1.06M0.3%-3.7%0.140%
12/4/2023WT Wealth Management495,734$12.37M5.3%-5.5%1.636%
11/16/2023Harbour Investments Inc.12,137$303K0.0%+35.4%0.040%
11/16/2023Belpointe Asset Management LLC61,663$1.54M0.2%+414.5%0.204%
11/16/2023First Foundation Advisors35,922$896K0.0%-73.1%0.119%
11/15/2023Holderness Investments Co.55,684$1.39M0.5%-1.2%0.184%
11/15/2023WealthPlan Investment Management LLC11,474$286K0.0%N/A0.038%
11/15/2023Lido Advisors LLC9,632$240K0.0%N/A0.032%
11/14/2023Mendel Money Management20,270$506K0.3%-9.8%0.067%
11/13/2023Vista Investment Management136,053$3.39M1.6%+6.2%0.449%
11/13/2023Stifel Financial Corp587,129$14.65M0.0%+33.2%1.938%
11/13/2023LPL Financial LLC1,410,502$35.18M0.0%+21.4%4.655%
11/13/2023Bison Wealth LLC130,150$3.25M0.6%+62.8%0.430%
11/13/2023Invesco Ltd.7,213,489$179.94M0.0%-1.3%23.807%
11/13/2023Laidlaw Wealth Management LLC15,358$383K0.1%-54.1%0.051%
11/13/2023Envestnet Asset Management Inc.352,782$8.80M0.0%+588.5%1.164%
11/9/2023Vectors Research Management LLC772,322$18.80M6.0%-6.9%2.549%
11/8/2023Aptus Capital Advisors LLC263,873$6.58M0.2%N/A0.871%
11/8/2023HighTower Advisors LLC511,486$12.76M0.0%+17.3%1.688%
11/8/2023Atria Wealth Solutions Inc.307,094$7.66M0.1%+98.8%1.014%
11/8/2023Milestone Investment Advisors LLC227,730$5.68M1.6%-1.5%0.752%
11/8/2023Oppenheimer & Co. Inc.10,500$262K0.0%N/A0.035%
11/6/2023Sigma Planning Corp92,266$2.30M0.1%-25.7%0.305%
11/3/2023Private Advisor Group LLC354,048$8.83M0.1%+88.6%1.172%
11/2/2023WealthPlan Investment Management LLC11,474$286K0.0%N/A0.038%
11/1/2023Beaumont Financial Advisors LLC366,280$9.14M0.9%-2.9%1.213%
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11/1/2023Money Concepts Capital Corp9,478$236K0.0%N/A0.031%
10/31/2023James Investment Research Inc.209,849$5.24M0.7%-9.9%0.695%
10/30/2023Meitav Investment House Ltd.62,037$1.55M0.0%-10.1%0.205%
10/27/2023Whittier Trust Co.55,319$1.38M0.0%-14.0%0.185%
10/26/2023Mainstay Capital Management LLC ADV2,607,914$65.05M13.8%+2,133.7%8.737%
10/26/2023Fiduciary Planning LLC268,854$6.71M3.2%N/A0.901%
10/25/2023 KMG Fiduciary Partners LLC102,262$2.55M0.3%+1.2%0.343%
10/25/2023Total Clarity Wealth Management Inc.147,385$3.68M1.8%N/A0.494%
10/24/2023Bank of New York Mellon Corp138,474$3.45M0.0%N/A0.464%
10/24/2023J.W. Cole Advisors Inc.17,111$427K0.0%+29.7%0.057%
(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, 127 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($179.94M), Assetmark Inc. ($47.57M), LPL Financial LLC ($35.18M), Mainstay Capital Management LLC ADV ($24.10M), Fiduciary Planning LLC ($23.20M), PFS Investments Inc. ($22.67M), and HNP Capital LLC ($22.15M).Learn more on VRIG's institutional investors.

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

Of the 106 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: Mainstay Capital Management LLC ADV ($2.61M), Assetmark Inc. ($1.90M), HNP Capital LLC ($930.85K), Fiduciary Planning LLC ($928.36K), LPL Financial LLC ($790.04K), Advisor Group Holdings Inc. ($777.64K), 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 18,509,232 shares in the last 24 months. This purchase volume represents approximately $649.26M in transactions.

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

Of the 70 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 ($1.64M), Harfst & Associates Inc. ($1.27M), Vectors Research Management LLC ($814.48K), AE Wealth Management LLC ($438.57K), Orca Investment Management LLC ($421.29K), Advisor Group Holdings Inc. ($312.55K), and Sunflower Bank N.A. ($268.48K).

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

Institutional investors have sold a total of 7,686,120 shares in the last 24 months. This volume of shares sold represents approximately $291.48M in transactions.


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This page (NASDAQ:VRIG) was last updated on 4/23/2024 by MarketBeat.com Staff

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