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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.18 +0.01 (+0.04%)
As of 01/17/2025 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)
73
Total
Institutional Inflows
(last 12 months)
$185.76M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$93.60M
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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
1/17/2025Cerro Pacific Wealth Advisors LLC235,516$5.91M2.0%+75.0%0.519%
1/17/2025Beaumont 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%
11/15/2024Jane Street Group LLC50,698$1.27M0.0%-9.2%0.120%
11/15/2024Stifel Financial Corp484,493$12.15M0.0%-3.9%1.144%
11/15/2024Resurgent Financial Advisors LLC21,192$532K0.3%+2.6%0.050%
11/15/2024IHT Wealth Management LLC76,117$1.91M0.1%+63.7%0.180%
11/15/2024HighTower Advisors LLC580,746$14.58M0.0%+12.4%1.371%
11/15/2024Benjamin Edwards Inc.65,344$1.64M0.0%N/A0.154%
11/14/2024Arete Wealth Advisors LLC79,279$1.99M0.2%-4.6%0.187%
11/14/2024Captrust Financial Advisors62,549$1.57M0.0%-0.8%0.148%
11/13/2024Private Trust Co. NA8,100$203K0.0%-5.8%0.019%
11/12/2024Concorde Asset Management LLC8,064$202K0.1%N/A0.019%
11/8/2024Advisors Asset Management Inc.19,099$479K0.0%+57.2%0.045%
11/6/2024Vectors Research Management LLC606,605$15.22M4.6%-1.8%1.432%
11/6/2024Kovack Advisors Inc.155,960$3.91M0.4%+1.3%0.368%
11/6/2024Oppenheimer & Co. Inc.30,000$753K0.0%+15.4%0.071%
11/4/2024Laffer Tengler Investments Inc.55,873$1.40M0.3%-19.5%0.132%
11/4/2024Sigma Planning Corp23,863$599K0.0%-52.7%0.056%
11/1/2024Assetmark Inc.252,745$6.34M0.0%-1.5%0.602%
10/31/2024Trademark Financial Management LLC21,745$545K0.4%+3.8%0.052%
10/30/2024Milestone Investment Advisors LLC123,988$3.11M0.9%-5.0%0.295%
10/29/2024James Investment Research Inc.216,264$5.43M0.6%-3.6%0.515%
10/29/2024Farther Finance Advisors LLC14,948$375K0.0%N/A0.036%
10/28/2024Meitav Investment House Ltd.49,396$1.24M0.0%-7.3%0.118%
10/28/2024 Goldstone Financial Group LLC399,262$10.02M1.7%N/A0.951%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,062$654K0.1%-54.5%0.062%
10/24/2024Lunt Capital Management Inc.437,396$10.97M5.1%+2.9%1.035%
10/24/2024J.W. Cole Advisors Inc.40,731$1.02M0.0%+6.1%0.096%
10/23/2024Silver Oak Securities Incorporated141,365$3.55M0.4%+4.1%0.335%
10/23/2024Mainstay Capital Management LLC ADV109,129$2.74M0.5%-32.7%0.258%
10/23/2024Fiduciary Planning LLC1,027,787$25.78M8.7%+2.8%2.433%
10/23/2024Cherry Creek Investment Advisors Inc.562,614$14.11M7.3%+1.9%1.332%
10/22/2024 Courier Capital LLC602,875$15.12M1.0%-3.8%1.427%
10/22/2024Private Advisor Group LLC162,265$4.07M0.0%-48.5%0.384%
10/21/2024Calton & Associates Inc.46,350$1.16M0.4%+289.0%0.110%
10/18/2024Raymond James & Associates160,470$4.03M0.0%+90.2%0.380%
10/18/2024 KMG Fiduciary Partners LLC133,853$3.36M0.3%-1.9%0.317%
10/17/2024Inspire Advisors LLC16,494$414K0.1%+44.3%0.039%
10/16/2024Global Retirement Partners LLC17,262$433K0.0%-35.5%0.041%
10/15/2024NBC Securities Inc.5,181$129K0.0%+34.7%0.012%
10/11/2024 Fiduciary Alliance LLC99,883$2.51M0.3%+12.3%0.236%
10/11/2024Wagner Wealth Management LLC164,289$4.12M1.1%+13.2%0.389%
10/11/2024 Sunflower Bank N.A.515,241$12.93M3.5%+0.3%1.220%
10/10/2024Concourse Financial Group Securities Inc.144,561$3.63M0.2%-1.6%0.342%
10/10/2024Simplicity Wealth LLC38,897$976K0.1%N/A0.092%
10/9/2024TAP Consulting LLC43,522$1.09M0.2%+7.7%0.103%
10/9/2024Beaumont Financial Advisors LLC346,593$8.69M0.7%-1.5%0.820%
10/9/2024Cerro Pacific Wealth Advisors LLC134,579$3.38M1.3%+4.4%0.319%
10/8/2024CWM LLC9,830$247K0.0%-22.3%0.023%
8/22/2024Cetera Investment Advisers264,138$6.64M0.0%+13.8%0.619%
8/16/2024Regal Investment Advisors LLC98,466$2.48M0.2%+6.0%0.231%
8/14/2024Holderness Investments Co.55,836$1.40M0.3%+1.7%0.131%
8/13/2024Benjamin F. Edwards & Company Inc.92,058$2.31M0.0%-16.6%0.216%
8/12/2024Mercer Global Advisors Inc. ADV13,092$329K0.0%-5.7%0.031%
8/9/2024Total Clarity Wealth Management Inc.483,064$12.14M4.2%+102.2%1.133%
8/9/2024Pine Harbor Wealth Management LLC76,935$1.93M1.1%-8.5%0.180%
8/9/2024ICA Group Wealth Management LLC85,424$2.15M1.3%+651.0%0.200%
8/8/2024J.W. Cole Advisors Inc.38,395$965K0.0%+15.1%0.090%
8/8/2024Inspire Advisors LLC11,431$287K0.0%N/A0.027%
8/8/2024Envestnet Asset Management Inc.516,623$12.99M0.0%+31.5%1.211%
8/8/2024Prevail Innovative Wealth Advisors LLC8,145$205K0.1%-4.8%0.019%
8/8/2024LPL Financial LLC2,698,211$67.83M0.0%+22.5%6.326%
8/7/2024Fiduciary Planning LLC999,318$25.12M9.0%+5.2%2.343%
8/6/2024TAP Consulting LLC40,417$1.02M0.2%-1.1%0.095%
8/5/2024Private Advisor Group LLC314,859$7.92M0.1%-1.2%0.738%
8/2/2024Aveo Capital Partners LLC21,329$536K0.1%+48.7%0.050%
8/2/2024Founders Financial Securities LLC129,026$3.24M0.3%+24.1%0.304%
8/1/2024Laidlaw Wealth Management LLC9,256$233K0.1%-22.8%0.022%
7/31/2024Commonwealth Equity Services LLC44,504$1.12M0.0%-29.6%0.105%
7/31/2024Trademark Financial Management LLC20,959$527K0.4%+25.0%0.049%
7/30/2024 Heritage Family Offices LLP36,829$926K0.5%N/A0.087%
7/29/2024TrueMark Investments LLC27,641$695K0.2%N/A0.065%
7/29/2024 Arkadios Wealth Advisors24,977$628K0.0%+4.8%0.059%
7/26/2024Bank of New York Mellon Corp269,982$6.79M0.0%+35.0%0.635%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors57,282$1.44M0.2%+322.2%0.135%
7/23/2024Concourse Financial Group Securities Inc.146,904$3.69M0.2%+53.3%0.346%
7/23/2024 Courier Capital LLC626,619$15.75M1.3%-7.5%1.474%
7/22/2024Atria Wealth Solutions Inc.279,731$7.03M0.1%+1.2%0.658%
7/19/2024Raymond James & Associates84,384$2.12M0.0%-4.2%0.199%
7/19/2024Calton & Associates Inc.11,914$300K0.1%+47.7%0.028%
7/10/2024 Fiduciary Alliance LLC88,960$2.24M0.4%+7.7%0.211%
7/10/2024 Sunflower Bank N.A.513,902$12.92M3.0%-3.0%1.219%
5/24/2024Cetera Advisors LLC90,449$2.27M0.0%N/A0.254%
5/24/2024Cetera Investment Advisers232,168$5.83M0.0%+220.0%0.653%
5/17/2024Comerica Bank1,395$35K0.0%-70.6%0.004%
5/17/2024Pineridge Advisors LLC4,438$111K0.0%-67.9%0.012%
5/14/2024Advisors Asset Management Inc.6,461$162K0.0%+168.3%0.018%
5/11/2024Resurgent Financial Advisors LLC21,045$528K0.3%+51.7%0.059%
5/11/2024Beaumont Financial Advisors LLC298,615$7.49M0.6%-11.9%0.840%
5/10/2024Osaic Holdings Inc.1,343,081$33.70M0.1%-12.3%3.778%
5/10/2024Prevail Innovative Wealth Advisors LLC8,555$215K0.1%N/A0.024%
5/8/2024Trademark Financial Management LLC16,764$421K0.3%-6.7%0.047%
(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, 136 institutional investors and hedge funds held shares of Invesco Variable Rate Investment Grade ETF. The most heavily invested institutionals were Invesco Ltd. ($179.94M), LPL Financial LLC ($67.83M), Osaic Holdings Inc. ($33.70M), Fiduciary Planning LLC ($25.78M), HNP Capital LLC ($22.15M), Vectors Research Management LLC ($15.22M), and Advisor Group Holdings Inc. ($14.76M).Learn more on VRIG's institutional investors.

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

Of the 110 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), LPL Financial LLC ($1.23M), Fiduciary Planning LLC ($1.03M), Courier Capital LLC ($777.14K), HighTower Advisors LLC ($606.13K), and WT Wealth Management ($524.41K).

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

Institutional investors have bought a total of 17,054,745 shares in the last 24 months. This purchase volume represents approximately $485.68M 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 ($1.70M), Vectors Research Management LLC ($707.48K), Harfst & Associates Inc. ($350.68K), Advisor Group Holdings Inc. ($312.55K), Courier Capital LLC ($298.35K), Hedeker Wealth LLC ($242.94K), and Private Advisor Group LLC ($238.18K).

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

Institutional investors have sold a total of 6,135,298 shares in the last 24 months. This volume of shares sold represents approximately $191.44M in transactions.


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This page (NASDAQ:VRIG) was last updated on 1/18/2025 by MarketBeat.com Staff
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