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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$24.96 +0.01 (+0.04%)
Closing price 04/25/2025 04:00 PM Eastern
Extended Trading
$24.96 -0.01 (-0.02%)
As of 04/25/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
94
Total
Institutional Inflows
(last 12 months)
$159.32M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$55.69M
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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
4/25/2025 Koshinski Asset Management Inc.18,150$455K0.0%N/A0.036%
4/25/2025 WASHINGTON TRUST Co2,000$50K0.0%N/A0.004%
4/25/2025 Trademark Financial Management LLC28,582$717K0.5%+31.9%0.057%
4/25/2025 Uniting Wealth Partners LLC113,689$2.85M1.4%-2.4%0.226%
4/23/2025 Golden State Wealth Management LLC7,766$195K0.0%+94.9%0.016%
4/23/2025 Vectors Research Management LLC252,659$6.34M2.2%-57.2%0.512%
4/22/2025 Cambridge Investment Research Advisors Inc.383,249$9.61M0.0%+37.1%0.777%
4/22/2025 Cherry 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%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,644$518K0.1%-11.2%0.042%
4/21/2025 Envestnet 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%
4/14/2025 Courier 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%
4/11/2025 Fiduciary 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%
4/8/2025 Cerro 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%
2/19/2025Richmond Investment Services LLC12,298$309K0.2%N/A0.025%
2/18/2025Mpwm Advisory Solutions LLC3,461$87K0.1%N/A0.007%
2/17/2025Vista Investment Management113,952$2.86M1.1%-16.8%0.232%
2/17/2025Redwood Financial Network Corp28,142$707K0.5%N/A0.057%
2/17/2025Guardian Wealth Advisors LLC NC92,137$2.31M0.2%+6.8%0.187%
2/17/2025Cetera Investment Advisers321,261$8.07M0.0%+4.4%0.654%
2/17/2025Blue Capital Inc.120,742$3.03M2.1%N/A0.246%
2/17/2025Bank of America Corp DE31,221$784K0.0%+2.4%0.064%
2/17/2025Beaumont Capital Management LLC197,286$4.96M3.8%+28.0%0.401%
2/17/2025Benjamin Edwards Inc.61,983$1.56M0.0%-5.1%0.126%
2/17/2025BNP Paribas Financial Markets7,826$197K0.0%N/A0.016%
2/17/2025Acorn Financial Advisory Services Inc. ADV14,706$369K0.1%+17.3%0.030%
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2/14/2025IHT Wealth Management LLC50,104$1.26M0.0%-34.2%0.102%
2/14/2025Stifel Financial Corp526,030$13.21M0.0%+8.6%1.070%
2/14/2025 Vectors Research Management LLC590,725$14.84M5.1%-2.6%1.202%
2/14/2025Tower Research Capital LLC TRC 6,465$162K0.0%+6,365.0%0.013%
2/14/2025First Trust Advisors LP98,385$2.47M0.0%+0.8%0.200%
2/14/2025Concourse Financial Group Securities Inc.142,643$3.59M0.2%-1.3%0.290%
2/13/2025NewEdge Advisors LLC27,020$679K0.0%+12.3%0.055%
2/13/2025Resurgent Financial Advisors LLC25,283$635K0.4%+19.3%0.051%
2/13/2025Regal Investment Advisors LLC107,294$2.70M0.2%+3.4%0.218%
2/13/2025LaSalle St. Investment Advisors LLC16,496$414K0.1%N/A0.034%
2/13/2025Raymond James Financial Inc.219,988$5.53M0.0%N/A0.448%
2/13/2025Texas Yale Capital Corp.17,513$440K0.0%-8.8%0.036%
2/13/2025Invesco Ltd.12,659,567$317.95M0.1%-0.4%25.757%
2/13/2025Envestnet Asset Management Inc.494,844$12.43M0.0%-3.4%1.007%
2/13/2025Wells Fargo & Company MN436,741$10.97M0.0%+10.9%0.889%
2/12/2025 Uniting Wealth Partners LLC116,473$2.93M1.4%N/A0.237%
2/12/2025Arete Wealth Advisors LLC81,036$2.04M0.1%+2.2%0.165%
2/12/2025World Investment Advisors38,543$968K0.0%N/A0.078%
2/12/2025Milestone Investment Advisors LLC118,719$2.98M0.8%-4.2%0.242%
2/12/2025Prevail Innovative Wealth Advisors LLC31,149$782K0.2%+31.7%0.063%
2/12/2025JPMorgan Chase & Co.3,451$87K0.0%+485.9%0.007%
2/12/2025 Cottage Street Advisors LLC40,462$1.02M0.5%+20.9%0.082%
2/12/2025 TrueMark Investments LLC21,602$543K0.2%+30.9%0.044%
2/11/2025Sequent Planning LLC25,068$630K0.2%+12.0%0.051%
2/11/2025LPL Financial LLC3,288,316$82.59M0.0%+28.7%6.690%
2/11/2025Holderness Investments Co.64,420$1.62M0.4%+6.2%0.131%
2/11/2025TAP Consulting LLC44,141$1.11M0.2%+1.4%0.090%
2/11/2025SageOak Financial LLC8,859$222K0.2%N/A0.018%
2/10/2025Corient Private Wealth LLC118,238$2.97M0.0%+6.8%0.241%
2/10/2025Commonwealth Equity Services LLC162,011$4.07M0.0%+9.1%0.330%
2/10/2025Avantax Advisory Services Inc.17,516$440K0.0%N/A0.036%
2/7/2025HighTower Advisors LLC322,864$8.11M0.0%-44.4%0.657%
2/7/2025Gables Capital Management Inc.1,000$25K0.0%-32.2%0.002%
2/7/2025Inspire Advisors LLC25,700$645K0.1%+55.8%0.052%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,257$584K0.1%-10.8%0.048%
2/6/2025Raymond James Financial Inc.219,988$5.53M0.0%N/A0.449%
2/6/2025Assetmark Inc.302,287$7.59M0.0%+19.6%0.618%
2/6/2025Laffer Tengler Investments Inc.63,509$1.60M0.3%+13.7%0.130%
2/5/2025 Oppenheimer & Co. Inc.40,600$1.02M0.0%+35.3%0.083%
2/5/2025Kovack Advisors Inc.153,862$3.86M0.4%-1.3%0.314%
2/4/2025Bank of New York Mellon Corp393,752$9.89M0.0%+19.9%0.804%
2/4/2025Mainstay Capital Management LLC ADV44,761$1.12M0.2%-59.0%0.091%
2/3/2025Concurrent Investment Advisors LLC18,133$455K0.0%N/A0.037%
2/3/2025Meitav Investment House Ltd.46,518$1.17M0.0%-5.8%0.095%
2/3/2025Private Advisor Group LLC230,869$5.80M0.0%+42.3%0.472%
1/31/2025Global Retirement Partners LLC10,248$257K0.0%-40.6%0.021%
1/31/2025Atria Wealth Solutions Inc.257,215$6.46M0.1%-0.3%0.531%
1/31/2025Truist Financial Corp8,276$208K0.0%N/A0.017%
1/31/2025J.W. Cole Advisors Inc.34,499$866K0.0%-15.3%0.071%
1/30/2025 Hickory Asset Management Inc.42,000$1.06M0.9%N/A0.087%
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1/30/2025Aveo Capital Partners LLC29,525$742K0.1%+34.6%0.061%
1/30/2025Nations Financial Group Inc. IA ADV11,646$292K0.0%N/A0.024%
1/29/2025 Wagner Wealth Management LLC187,005$4.70M1.2%+13.8%0.389%
1/28/2025 Golden State Wealth Management LLC3,984$100K0.0%N/A0.008%
1/27/2025 Silver Oak Securities Incorporated152,643$3.83M0.4%+8.0%0.318%
1/24/2025 Fiduciary Planning LLC1,049,404$26.36M8.6%+2.1%2.195%
1/24/2025HHM Wealth Advisors LLC18,005$452K0.1%-27.2%0.038%
1/24/2025 Adamsbrown Wealth Consultants LLC31,391$788K0.3%-5.8%0.066%
1/24/2025Lunt Capital Management Inc.847,989$21.30M8.3%+93.9%1.774%
1/24/2025 Total Clarity Wealth Management Inc.389,136$9.77M3.2%-23.7%0.814%
(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, 154 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($317.95M), LPL Financial LLC ($82.59M), Osaic Holdings Inc. ($33.70M), Fiduciary Planning LLC ($27.11M), HNP Capital LLC ($22.15M), Lunt Capital Management Inc. ($21.30M), and Cherry Creek Investment Advisors Inc. ($17.81M).Learn more on VRIG's institutional investors.

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

Of the 132 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. ($1.95M), LPL Financial LLC ($1.68M), Fiduciary Planning LLC ($1.08M), Lunt Capital Management Inc. ($836.04K), Courier Capital LLC ($777.14K), and Cherry Creek Investment Advisors Inc. ($618.07K).

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

Institutional investors have bought a total of 18,418,156 shares in the last 24 months. This purchase volume represents approximately $470.18M in transactions.

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

Of the 74 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 ($1.76M), Vectors Research Management LLC ($1.06M), Courier Capital LLC ($547.10K), HighTower Advisors LLC ($302.46K), Private Advisor Group LLC ($238.18K), Osaic Holdings Inc. ($188.52K), and Sunflower Bank N.A. ($156.69K).

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

Institutional investors have sold a total of 6,016,530 shares in the last 24 months. This volume of shares sold represents approximately $155.40M in transactions.


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This page (NASDAQ:VRIG) was last updated on 4/27/2025 by MarketBeat.com Staff
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