Who Owns Invesco Variable Rate Investment Grade ETF (VRIG)?Hedge Fund & Institutional Holders

$25.11-0.01 (-0.04%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.3479314100055996e+205T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$24.89$24.96$25.04$25.12$25.20Aug 24Jun 25Mar 26

VRIG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Fiduciary Planning LLCNew Position+978K+$24.5M
Bank of New York Mellon CorpNew Position+992K+$24.0M
Cherry Creek Investment Advisors, Inc.New Position+697K+$17.5M
PARSONS CAPITAL MANAGEMENT INC/RINew Position+397K+$10.0M
Cerro Pacific Wealth Advisors LLCNew Position+373K+$9.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+398K+$9.0M
Harfst & Associates, Inc.New Position+344K+$8.6M
Vectors Research Management, LLCNew Position+343K+$8.6M
Beaumont Financial Advisors, LLCNew Position+316K+$7.9M
COURIER CAPITAL LLCNew Position+284K+$7.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+275K+$6.0M
Concurrent Investment Advisors, LLCNew Position+212K+$5.3M
JAMES INVESTMENT RESEARCH, INC.New Position+190K+$4.8M
Wagner Wealth Management, LLCNew Position+186K+$4.7M
E6 Portfolios, LLCNew Position+180K+$4.5M

VRIG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-128K-$144.9B
Bank Julius Baer & Co. Ltd, ZurichClosed Position-1.1M-$27.0B
Equitable Holdings, Inc.Decreased-45K-$16.2B
Cetera Investment AdvisersDecreased-173K-$15.3B
Sunflower Bank, N.A.Decreased-477K-$13.8B
Regal Investment Advisors LLCDecreased-84K-$6.1B
Total Clarity Wealth Management, Inc.Decreased-23K-$5.2B
LAFFER TENGLER INVESTMENTS, INC.Decreased-58K-$4.7B
ASSETMARK, INCDecreased-17K-$4.5B
Bison Wealth, LLCClosed Position-151K-$3.8B
Algorithmic Investment Models, LLCClosed Position-148K-$3.7B
ROYAL BANK OF CANADADecreased-10K-$2.4B
Centurion Wealth Management LLCDecreased-477-$2.2B
Heritage Family Offices, LLPClosed Position-52K-$1.3B
Steward Partners Investment Advisory, LLCDecreased-743-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.13,338,402$334.8M0.05%Share
2LPL Financial LLC5,648,490$141.0M0.04%Share
3MORGAN STANLEY2,246,536$56.0M0.00%Share
4OSAIC HOLDINGS, INC.1,065,572$26.0M0.04%Share
5Fiduciary Planning LLC977,936$24.5M7.45%Share
6Bank of New York Mellon Corp991,999$24.0M0.00%Share
7STIFEL FINANCIAL CORP842,362$21.0M0.02%Share
8Cherry Creek Investment Advisors, Inc.696,853$17.5M7.48%Share
9Equitable Holdings, Inc.600,933$15.0M0.10%Share
10Wealthcare Advisory Partners LLC512,330$12.9M0.25%Share
11CALTON & ASSOCIATES, INC.474,144$11.9M1.75%Share
12Cetera Investment Advisers434,931$10.0M0.01%Share
13HighTower Advisors, LLC398,615$10.0M0.01%Share
14PARSONS CAPITAL MANAGEMENT INC/RI396,518$10.0M0.55%Share
15Cerro Pacific Wealth Advisors LLC372,569$9.4M2.52%Share
16COMMONWEALTH EQUITY SERVICES, LLC398,202$9.0M0.01%Share
17Harfst & Associates, Inc.344,096$8.6M1.56%Share
18Vectors Research Management, LLC342,509$8.6M2.62%Share
19Beaumont Financial Advisors, LLC315,686$7.9M0.52%Share
20COURIER CAPITAL LLC284,012$7.1M0.40%Share
21Cambridge Investment Research Advisors, Inc.307,709$7.0M0.02%Share
22RAYMOND JAMES FINANCIAL INC292,844$7.0M0.00%Share
23WELLS FARGO & COMPANY/MN290,174$7.0M0.00%Share
24RAYMOND JAMES FINANCIAL INC274,143$6.0M0.00%Share
25ENVESTNET ASSET MANAGEMENT INC275,191$6.0M0.00%Share
26KMG FIDUCIARY PARTNERS, LLC231,516$5.8M0.41%Share
27Concurrent Investment Advisors, LLC191,948$4.8M0.05%Share
28JAMES INVESTMENT RESEARCH, INC.190,335$4.8M0.52%Share
29Wagner Wealth Management, LLC185,570$4.7M0.99%Share
30Total Clarity Wealth Management, Inc.183,028$4.6M1.11%Share
31E6 Portfolios, LLC179,797$4.5M5.16%Share
32ASSETMARK, INC164,140$4.1M0.01%Share
33Regal Investment Advisors LLC160,830$4.0M0.24%Share
34Private Advisor Group, LLC173,686$4.0M0.02%Share
35Kovack Advisors, Inc.151,136$3.8M0.29%Share
36Milestone Investment Advisors LLC143,571$3.6M0.87%Share
37Thayer Financial, L.L.C.137,800$3.5M3.65%Share
38LAFFER TENGLER INVESTMENTS, INC.131,342$3.3M0.50%Share
39VISTA INVESTMENT MANAGEMENT131,235$3.3M1.09%Share
40Blue Capital, Inc.123,613$3.1M2.21%Share
41Goldstone Financial Group, LLC122,973$3.1M0.34%Share
42WELLS FARGO & COMPANY/MN128,167$3.0M0.00%Share
43FIRST TRUST ADVISORS LP146,303$3.0M0.00%Share
44Kestra Advisory Services, LLC149,373$3.0M0.01%Share
45GUARDIAN WEALTH ADVISORS, LLC / NC115,075$2.9M0.18%Share
46PREVAIL INNOVATIVE WEALTH ADVISORS, LLC105,796$2.7M0.48%Share
47Centurion Wealth Management LLC85,759$2.2M0.47%Share
48TRUIST FINANCIAL CORP81,037$2.0M0.00%Share
49HOLDERNESS INVESTMENTS CO88,806$2.0M0.41%Share
50CreativeOne Wealth, LLC83,465$2.0M0.05%Share

VRIG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025150$936.6M+60
Q3 202590$729.2B-60
Q2 2025150$771.3B+1
Q1 2025149$1.0T+34
Q4 2024115$44.1T+32
Q3 202483$524.6T+6
Q2 202477$412.6T+2
Q1 202475$354.7T—

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As of Q4 2025, 50 institutional investors hold VRIG (Invesco Variable Rate Investment Grade ETF). The largest holder is Invesco Ltd. with $334.8M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own VRIG?

As of Q4 2025, 50 institutional investors report holding VRIG (Invesco Variable Rate Investment Grade ETF) in their 13F filings.

Who is the largest institutional holder of VRIG?

The largest institutional holder of VRIG is Invesco Ltd. with $334.8M in shares.

Is institutional ownership of VRIG increasing or decreasing?

This quarter, 15 institutions opened new positions in VRIG and 4 closed their positions.