Free Trial

Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.18 +0.01 (+0.04%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$25.18 +0.00 (+0.02%)
As of 02/21/2025 06:23 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.

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

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$164.57M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$41.64M
Get VRIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Variable Rate Investment Grade ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VRIG Institutional Buying and Selling by Quarter

Invesco Variable Rate Investment Grade ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 Richmond Investment Services LLC12,298$309K0.2%N/A0.025%
2/18/2025 Mpwm Advisory Solutions LLC3,461$87K0.1%N/A0.007%
2/17/2025 Vista Investment Management113,952$2.86M1.1%-16.8%0.232%
2/17/2025 Redwood Financial Network Corp28,142$707K0.5%N/A0.057%
2/17/2025 Guardian Wealth Advisors LLC NC92,137$2.31M0.2%+6.8%0.187%
2/17/2025 Cetera Investment Advisers321,261$8.07M0.0%+4.4%0.654%
2/17/2025 Blue Capital Inc.120,742$3.03M2.1%N/A0.246%
2/17/2025 Bank of America Corp DE31,221$784K0.0%+2.4%0.064%
2/17/2025 Beaumont Capital Management LLC197,286$4.96M3.8%+28.0%0.401%
2/17/2025 Benjamin Edwards Inc.61,983$1.56M0.0%-5.1%0.126%
2/17/2025 BNP Paribas Financial Markets7,826$197K0.0%N/A0.016%
2/17/2025 Acorn Financial Advisory Services Inc. ADV14,706$369K0.1%+17.3%0.030%
2/14/2025 IHT Wealth Management LLC50,104$1.26M0.0%-34.2%0.102%
2/14/2025 Stifel 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%
2/14/2025 Tower Research Capital LLC TRC 6,465$162K0.0%+6,365.0%0.013%
2/14/2025 First Trust Advisors LP98,385$2.47M0.0%+0.8%0.200%
2/14/2025 Concourse Financial Group Securities Inc.142,643$3.59M0.2%-1.3%0.290%
2/13/2025 NewEdge Advisors LLC27,020$679K0.0%+12.3%0.055%
2/13/2025 Resurgent Financial Advisors LLC25,283$635K0.4%+19.3%0.051%
2/13/2025 Regal Investment Advisors LLC107,294$2.70M0.2%+3.4%0.218%
2/13/2025 LaSalle St. Investment Advisors LLC16,496$414K0.1%N/A0.034%
2/13/2025 Raymond James Financial Inc.219,988$5.53M0.0%N/A0.448%
2/13/2025 Texas Yale Capital Corp.17,513$440K0.0%-8.8%0.036%
2/13/2025 Invesco Ltd.12,659,567$317.95M0.1%-0.4%25.757%
2/13/2025 Envestnet Asset Management Inc.494,844$12.43M0.0%-3.4%1.007%
2/13/2025 Wells 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%
2/12/2025 Arete Wealth Advisors LLC81,036$2.04M0.1%+2.2%0.165%
2/12/2025 World Investment Advisors38,543$968K0.0%N/A0.078%
2/12/2025 Milestone Investment Advisors LLC118,719$2.98M0.8%-4.2%0.242%
2/12/2025 Prevail Innovative Wealth Advisors LLC31,149$782K0.2%+31.7%0.063%
2/12/2025 JPMorgan 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%
2/11/2025 Sequent Planning LLC25,068$630K0.2%+12.0%0.051%
2/11/2025 LPL Financial LLC3,288,316$82.59M0.0%+28.7%6.690%
2/11/2025 Holderness Investments Co.64,420$1.62M0.4%+6.2%0.131%
2/11/2025 TAP Consulting LLC44,141$1.11M0.2%+1.4%0.090%
2/11/2025 SageOak Financial LLC8,859$222K0.2%N/A0.018%
America cannot power AI (Ad)

There’s a fatal flaw at the heart of the AI revolution… With AI continuing to explode in popularity, tech companies are all scrambling to build hundreds of new mega data centers to keep up with the demand for training and using new AI models. But that’s where the problem is. I call it “The AI Keystone”.

Go here now to get the name of the company, along with my full investigation into why it’s the most
2/10/2025 Corient Private Wealth LLC118,238$2.97M0.0%+6.8%0.241%
2/10/2025 Commonwealth Equity Services LLC162,011$4.07M0.0%+9.1%0.330%
2/10/2025 Avantax Advisory Services Inc.17,516$440K0.0%N/A0.036%
2/7/2025 HighTower Advisors LLC322,864$8.11M0.0%-44.4%0.657%
2/7/2025 Gables Capital Management Inc.1,000$25K0.0%-32.2%0.002%
2/7/2025 Inspire 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%
2/6/2025 Raymond James Financial Inc.219,988$5.53M0.0%N/A0.449%
2/6/2025 Assetmark Inc.302,287$7.59M0.0%+19.6%0.618%
2/6/2025 Laffer 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%
2/5/2025 Kovack Advisors Inc.153,862$3.86M0.4%-1.3%0.314%
2/4/2025 Bank of New York Mellon Corp393,752$9.89M0.0%+19.9%0.804%
2/4/2025 Mainstay Capital Management LLC ADV44,761$1.12M0.2%-59.0%0.091%
2/3/2025 Concurrent Investment Advisors LLC18,133$455K0.0%N/A0.037%
2/3/2025 Meitav Investment House Ltd.46,518$1.17M0.0%-5.8%0.095%
2/3/2025 Private Advisor Group LLC230,869$5.80M0.0%+42.3%0.472%
1/31/2025 Global Retirement Partners LLC10,248$257K0.0%-40.6%0.021%
1/31/2025 Atria Wealth Solutions Inc.257,215$6.46M0.1%-0.3%0.531%
1/31/2025 Truist Financial Corp8,276$208K0.0%N/A0.017%
1/31/2025 J.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%
1/30/2025 Aveo Capital Partners LLC29,525$742K0.1%+34.6%0.061%
1/30/2025 Nations 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%
1/24/2025 HHM Wealth Advisors LLC18,005$452K0.1%-27.2%0.038%
1/24/2025 Adamsbrown Wealth Consultants LLC31,391$788K0.3%-5.8%0.066%
1/24/2025 Lunt 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%
1/23/2025 Calton & Associates Inc.19,995$502K0.2%-56.9%0.042%
1/22/2025 Cherry Creek Investment Advisors Inc.625,042$15.70M7.7%+11.1%1.308%
1/22/2025 Parsons Capital Management Inc. RI29,886$751K0.0%N/A0.063%
1/22/2025 Kingswood Wealth Advisors LLC9,600$241K0.0%N/A0.020%
1/17/2025 Cerro Pacific Wealth Advisors LLC235,516$5.91M2.0%+75.0%0.519%
1/17/2025 Beaumont Financial Advisors LLC424,777$10.67M0.8%+22.6%0.937%
1/15/2025 Arkadios Wealth Advisors20,153$506K0.0%-19.5%0.045%
1/15/2025 Goldstone Financial Group LLC438,845$11.02M1.7%+9.9%0.975%
1/15/2025 KMG Fiduciary Partners LLC129,123$3.24M0.3%-3.5%0.287%
1/14/2025 Heritage Family Offices LLP41,249$1.04M0.5%+13.0%0.092%
1/13/2025 Courier Capital LLC478,788$12.03M0.8%-20.6%1.064%
1/13/2025 Sunflower Bank N.A.528,671$13.28M3.7%+2.6%1.175%
1/13/2025 Fiduciary Alliance LLC113,963$2.86M0.3%+14.1%0.253%
11/18/2024Asset Allocation Strategies LLC26,229$658K0.2%N/A0.062%
11/15/2024 Jane Street Group LLC50,698$1.27M0.0%-9.2%0.120%
11/15/2024 Stifel Financial Corp484,493$12.15M0.0%-3.9%1.144%
11/15/2024 Resurgent Financial Advisors LLC21,192$532K0.3%+2.6%0.050%
11/15/2024 IHT Wealth Management LLC76,117$1.91M0.1%+63.7%0.180%
My 2025 AI Blueprint. Buy Nvidia’s 3 “Silent Partners” (Ad)

Nvidia has gone all in on data centers … I'm talking about a $1 trillion pivot to this booming AI sector.

Click here to watch me lay out my 2025 AI Blueprint.
11/15/2024 HighTower Advisors LLC580,746$14.58M0.0%+12.4%1.371%
11/15/2024 Benjamin Edwards Inc.65,344$1.64M0.0%N/A0.154%
11/14/2024 Arete Wealth Advisors LLC79,279$1.99M0.2%-4.6%0.187%
11/14/2024 Captrust Financial Advisors62,549$1.57M0.0%-0.8%0.148%
11/13/2024 Private Trust Co. NA8,100$203K0.0%-5.8%0.019%
11/12/2024 Concorde Asset Management LLC8,064$202K0.1%N/A0.019%
11/8/2024 Advisors Asset Management Inc.19,099$479K0.0%+57.2%0.045%
11/6/2024 Vectors Research Management LLC606,605$15.22M4.6%-1.8%1.432%
11/6/2024 Kovack Advisors Inc.155,960$3.91M0.4%+1.3%0.368%
11/6/2024 Oppenheimer & Co. Inc.30,000$753K0.0%+15.4%0.071%
(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, 152 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 ($26.36M), HNP Capital LLC ($22.15M), Lunt Capital Management Inc. ($21.30M), and Cherry Creek Investment Advisors Inc. ($15.70M).Learn more on VRIG's institutional investors.

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

Of the 131 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 ($1.05M), Lunt Capital Management Inc. ($836.04K), Courier Capital LLC ($777.14K), and Cherry Creek Investment Advisors Inc. ($533.16K).

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

Institutional investors have bought a total of 18,182,332 shares in the last 24 months. This purchase volume represents approximately $477.38M in transactions.

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

Of the 72 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 ($718.83K), HighTower Advisors LLC ($302.46K), Courier Capital LLC ($298.35K), 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 5,590,340 shares in the last 24 months. This volume of shares sold represents approximately $148.94M in transactions.



This page (NASDAQ:VRIG) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners