Free Trial
→ Trump to redistribute trillions of dollars (From Porter & Company) (Ad) Buy VRIG Stock  Free VRIG Stock Alerts

Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

Invesco Variable Rate Investment Grade ETF logo
$25.07 -0.01 (-0.04%)
Closing price 04:00 PM Eastern
Extended Trading
$25.07 0.00 (0.00%)
As of 04:08 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$164.11M
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

Remove Ads

Invesco Variable Rate Investment Grade ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/14/2025Vectors 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%
2/12/2025Uniting 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%
2/12/2025Cottage Street Advisors LLC40,462$1.02M0.5%+20.9%0.082%
2/12/2025TrueMark 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%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
2/7/2025Bay 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%
2/5/2025Oppenheimer & 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%
1/30/2025Hickory Asset Management Inc.42,000$1.06M0.9%N/A0.087%
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%
1/29/2025Wagner Wealth Management LLC187,005$4.70M1.2%+13.8%0.389%
1/28/2025Golden State Wealth Management LLC3,984$100K0.0%N/A0.008%
1/27/2025Silver Oak Securities Incorporated152,643$3.83M0.4%+8.0%0.318%
1/24/2025Fiduciary Planning LLC1,049,404$26.36M8.6%+2.1%2.195%
1/24/2025HHM Wealth Advisors LLC18,005$452K0.1%-27.2%0.038%
1/24/2025Adamsbrown 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%
1/24/2025Total Clarity Wealth Management Inc.389,136$9.77M3.2%-23.7%0.814%
1/23/2025Calton & Associates Inc.19,995$502K0.2%-56.9%0.042%
1/22/2025Cherry Creek Investment Advisors Inc.625,042$15.70M7.7%+11.1%1.308%
1/22/2025Parsons Capital Management Inc. RI29,886$751K0.0%N/A0.063%
1/22/2025Kingswood Wealth Advisors LLC9,600$241K0.0%N/A0.020%
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%
1/15/2025Arkadios Wealth Advisors20,153$506K0.0%-19.5%0.045%
1/15/2025Goldstone Financial Group LLC438,845$11.02M1.7%+9.9%0.975%
1/15/2025KMG Fiduciary Partners LLC129,123$3.24M0.3%-3.5%0.287%
1/14/2025Heritage Family Offices LLP41,249$1.04M0.5%+13.0%0.092%
1/13/2025Courier Capital LLC478,788$12.03M0.8%-20.6%1.064%
1/13/2025Sunflower Bank N.A.528,671$13.28M3.7%+2.6%1.175%
1/13/2025Fiduciary 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%
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
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%
(Data available from 1/1/2016 forward)

Remove Ads

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 130 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 17,704,364 shares in the last 24 months. This purchase volume represents approximately $453.53M 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 5,585,176 shares in the last 24 months. This volume of shares sold represents approximately $148.69M in transactions.


Related Companies

This page (NASDAQ:VRIG) was last updated on 4/3/2025 by MarketBeat.com Staff
From Our Partners
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
New “Trump” currency proposed in DC
After a massive run-up – tech stocks are crashing. And as you’d suspect, the rich and powerful got out firs...
Paradigm Press | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump’s Secret Weapon
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored