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Invesco Variable Rate Investment Grade ETF (VRIG) Institutional Ownership

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+0.02 (+0.08%)
(As of 05/17/2024 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)
74
Total
Institutional Inflows
(last 12 months)
$299.48M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$98.32M
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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
5/17/2024 Comerica Bank1,395$35K0.0%-70.6%0.004%
5/17/2024 Pineridge Advisors LLC4,438$111K0.0%-67.9%0.012%
5/14/2024 Advisors Asset Management Inc.6,461$162K0.0%+168.3%0.018%
5/11/2024 Resurgent Financial Advisors LLC21,045$528K0.3%+51.7%0.059%
5/11/2024 Beaumont Financial Advisors LLC298,615$7.49M0.6%-11.9%0.840%
5/10/2024 Osaic Holdings Inc.1,343,081$33.70M0.1%-12.3%3.778%
5/10/2024 Prevail Innovative Wealth Advisors LLC8,555$215K0.1%N/A0.024%
5/8/2024 Trademark Financial Management LLC16,764$421K0.3%-6.7%0.047%
5/7/2024 Oppenheimer & Co. Inc.19,000$477K0.0%+11.8%0.053%
5/3/2024 Whittier Trust Co.29,913$751K0.0%-7.0%0.085%
5/2/2024 Mendel Money Management17,420$437K0.2%-192.1%0.049%
5/1/2024 Janney Montgomery Scott LLC106,895$2.68M0.0%N/A0.302%
5/1/2024 Concourse Financial Group Securities Inc.95,858$2.41M0.2%+7.0%0.271%
4/30/2024 Private Advisor Group LLC318,569$7.99M0.1%-20.4%0.901%
4/30/2024 J.W. Cole Advisors Inc.33,355$837K0.0%+25.3%0.094%
4/30/2024 Hartline Investment Corp13,567$340K0.1%N/A0.038%
4/30/2024 Mainstay Capital Management LLC ADV965,633$24.23M4.6%+0.1%2.732%
4/30/2024 Arkadios Wealth Advisors23,822$598K0.0%+6.0%0.067%
4/29/2024Commonwealth Equity Services LLC63,239$1.59M0.0%+54.3%0.179%
4/29/2024 Benjamin F. Edwards & Company Inc.110,380$2.77M0.1%-8.1%0.312%
4/29/2024 Fiduciary Planning LLC949,570$23.83M9.0%+2.3%2.701%
4/25/2024 Cambridge Investment Research Advisors Inc.204,183$5.12M0.0%+14.7%0.581%
4/23/2024 Lunt Capital Management Inc.413,064$10.36M5.2%+273.5%1.175%
4/23/2024 Global Retirement Partners LLC30,165$757K0.0%+82.6%0.086%
4/23/2024 Cherry Creek Investment Advisors Inc.460,288$11.55M6.3%N/A1.309%
4/23/2024 Accurate Wealth Management LLC12,000$302K0.1%+16.9%0.034%
4/23/2024 Raymond James Financial Services Advisors Inc.81,096$2.04M0.0%-20.0%0.231%
4/18/2024 WJ Wealth Management LLC139,623$3.50M1.4%-5.6%0.419%
4/17/2024 Fiduciary Alliance LLC82,599$2.07M0.4%+14.9%0.248%
4/17/2024 Founders Financial Securities LLC103,956$2.61M0.3%N/A0.312%
4/16/2024 Calton & Associates Inc.8,064$202K0.1%N/A0.024%
4/16/2024 Courier 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%
3/8/2024 ICA Group Wealth Management LLC13,176$329K0.1%N/A0.040%
3/4/2024Vima LLC1,204$30K0.1%N/A0.004%
3/1/2024 Pineridge Advisors LLC13,824$345K0.1%N/A0.042%
2/21/2024 WNY Asset Management LLC31,865$796K0.1%+39.0%0.097%
2/15/2024 Guardian Wealth Advisors LLC NC76,043$1.90M0.3%+5.7%0.233%
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2/14/2024 Vista Investment Management152,734$3.82M1.8%+12.3%0.467%
2/13/2024 Cetera Advisor Networks LLC234,421$5.86M0.0%+1,154.2%0.717%
2/13/2024 Trademark Financial Management LLC17,959$449K0.3%N/A0.055%
2/13/2024 Holderness Investments Co.54,779$1.37M0.4%-1.6%0.168%
2/13/2024 Belpointe Asset Management LLC16,483$412K0.0%-73.3%0.050%
2/12/2024 Vectors Research Management LLC255,951$6.40M1.1%-66.9%0.783%
2/12/2024 Laidlaw Wealth Management LLC14,814$370K0.1%-3.5%0.045%
2/12/2024 Stifel Financial Corp483,520$12.08M0.0%-17.6%1.479%
2/12/2024 Steward Partners Investment Advisory LLC8,650$216K0.0%+47.9%0.026%
2/9/2024 Cambridge Investment Research Advisors Inc.177,955$4.45M0.0%-14.7%0.544%
2/9/2024 Hanlon Investment Management Inc.11,902$297K0.1%N/A0.036%
2/9/2024 Assetmark Inc.1,903,702$47.57M0.2%N/A5.822%
2/9/2024 Milestone Investment Advisors LLC132,740$3.32M1.0%-41.7%0.406%
2/8/2024 Laffer Tengler Investments Inc.70,628$1.77M0.5%-3.8%0.216%
2/7/2024 Envestnet Portfolio Solutions Inc.16,334$408K0.0%N/A0.050%
2/7/2024 NBC Securities Inc.3,237$80K0.0%N/A0.010%
2/7/2024 Concourse Financial Group Securities Inc.89,560$2.24M0.2%-11.6%0.274%
2/6/2024 Private Advisor Group LLC400,448$10.01M0.1%+13.1%1.225%
2/6/2024 Benjamin F. Edwards & Company Inc.120,082$3.00M0.1%N/A0.367%
2/6/2024 Aveo Capital Partners LLC154,254$3.86M0.5%N/A0.472%
2/6/2024 Heritage Wealth Management LLC23,556$589K0.3%N/A0.072%
2/5/2024 HHM Wealth Advisors LLC26,080$652K0.1%-15.7%0.080%
2/2/2024 Kovack Advisors Inc.154,116$3.85M0.5%-0.6%0.474%
2/2/2024 TAP Consulting LLC42,952$1.07M0.3%+1.2%0.132%
2/2/2024 Atria Wealth Solutions Inc.281,356$7.03M0.1%-8.4%0.866%
2/1/2024 Significant Wealth Partners LLC19,469$487K0.4%N/A0.060%
2/1/2024 Sigma Planning Corp30,920$773K0.1%-66.5%0.095%
2/1/2024 CWM LLC12,648$316K0.0%+348.8%0.039%
1/31/2024 J.W. Cole Advisors Inc.26,615$665K0.0%+55.5%0.082%
1/31/2024 Beaumont Financial Advisors LLC338,855$8.47M0.8%-7.5%1.043%
1/30/2024 Lunt Capital Management Inc.110,592$2.76M1.4%N/A0.340%
1/30/2024 Capital Analysts LLC100,057$2.50M0.1%+1.0%0.308%
1/30/2024 Bison Wealth LLC31,072$776K0.1%-76.1%0.096%
1/29/2024 Meitav Investment House Ltd.58,267$1.45M0.0%-6.1%0.179%
1/25/2024 Fiduciary Planning LLC928,359$23.20M9.9%+245.3%2.865%
1/25/2024 Mainstay Capital Management LLC ADV964,345$24.10M4.6%-63.0%2.976%
1/24/2024 Stratos Wealth Partners LTD.12,796$320K0.0%N/A0.039%
1/24/2024 Arkadios Wealth Advisors22,484$562K0.0%+2.1%0.069%
1/24/2024 Total Clarity Wealth Management Inc.181,521$4.54M1.9%+23.2%0.560%
1/18/2024 Global Retirement Partners LLC16,524$415K0.0%+1,552.4%0.051%
1/17/2024 Courier Capital LLC681,562$17.03M1.3%-6.7%2.097%
1/17/2024 IFG Advisory LLC48,537$1.21M0.1%N/A0.149%
1/17/2024 Fiduciary Alliance LLC71,887$1.80M0.4%+58.2%0.221%
1/16/2024 Raymond James Financial Services Advisors Inc.101,383$2.53M0.0%+10.2%0.312%
1/16/2024 Raymond James & Associates19,702$492K0.0%-6.0%0.061%
1/12/2024 Accurate 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%
1/11/2024 Whittier Trust Co.32,151$803K0.0%-41.9%0.099%
12/14/2023 WNY Asset Management LLC22,923$572K0.1%N/A0.076%
12/5/2023 TAP Consulting LLC42,431$1.06M0.3%-3.7%0.140%
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One company holds a near-total monopoly on it.
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%
11/16/2023 Belpointe Asset Management LLC61,663$1.54M0.2%+414.5%0.204%
11/16/2023 First Foundation Advisors35,922$896K0.0%-73.1%0.119%
11/15/2023 Holderness Investments Co.55,684$1.39M0.5%-1.2%0.184%
11/15/2023 WealthPlan Investment Management LLC11,474$286K0.0%N/A0.038%
11/15/2023 Lido Advisors LLC9,632$240K0.0%N/A0.032%
11/14/2023 Mendel Money Management20,270$506K0.3%-9.8%0.067%
11/13/2023 Vista Investment Management136,053$3.39M1.6%+6.2%0.449%
11/13/2023 Stifel Financial Corp587,129$14.65M0.0%+33.2%1.938%
(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, 131 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), Osaic Holdings Inc. ($33.70M), Mainstay Capital Management LLC ADV ($24.23M), Fiduciary Planning LLC ($23.83M), and PFS Investments Inc. ($22.67M).Learn more on VRIG's institutional investors.

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

Of the 109 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), Fiduciary Planning LLC ($949.57K), HNP Capital LLC ($930.85K), LPL Financial LLC ($790.04K), Courier Capital LLC ($777.14K), and HighTower Advisors LLC ($542.27K).

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

Institutional investors have bought a total of 16,925,966 shares in the last 24 months. This purchase volume represents approximately $544.59M 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 ($1.64M), 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 7,988,958 shares in the last 24 months. This volume of shares sold represents approximately $298.25M in transactions.


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This page (NASDAQ:VRIG) was last updated on 5/18/2024 by MarketBeat.com Staff

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