Who owns VRIG?
Invesco Variable Rate Investment Grade ETF · Invesco
170 institutions reported holding VRIG, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VRIG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Ltd. | Atlanta, GA | $338.5M | 13,500,757 | +382,173 shares |
| LPL Financial LLC | Fort Mill, SC | $156.6M | 6,248,391 | +1,083,440 shares |
| Morgan Stanley | New York, NY | $87.7M | 3,498,471 | +623,067 shares |
| Assetmark, Inc. | Concord, CA | $78.7M | 3,138,758 | +2,979,737 shares |
| Bank of New York Mellon Corp | New York, NY | $44.7M | 1,781,249 | −700 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.2M | 1,006,054 | −441,716 shares |
| Schorn Wealth LLC | Englewood, FL | $25.1M | 1,001,872 | +12,085 shares |
| Cetera Investment Advisers | Schaumburg, IL | $24.5M | 975,384 | +432,233 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $23.9M | 955,291 | +116,377 shares |
| Harfst & Associates, Inc. | Sheridan, WY | $22.6M | 902,765 | +113,038 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VRIG?
170 institutional managers reported holding VRIG in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Invesco Ltd., at $338.5M.
Did institutions buy or sell VRIG last quarter?
Reported 13F value rose 14.1% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VRIG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.