Security Snapshot

Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund (VRIG) Institutional Ownership

CUSIP: 46090A879

13F Institutional Holders and Ownership History from Q2 2018 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

156

Shares (Excl. Options)

42,239,152

Price

$25.04

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Type / Class
Equity / Exchange Traded Fund
Symbol
VRIG
Shares outstanding
54,221,146
Price per share
$25.03
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
42,239,152
Total reported value
$1,057,329,855
% of total 13F portfolios
0.01%
Share change
+4,049,369
Value change
+$101,196,012
Number of holders
156
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • VRIG - Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund is tracked under CUSIP 46090A879.
  • 156 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 153 to 156 between Q4 2025 and Q1 2026.
  • Reported value moved from $966,605,530 to $1,057,329,855.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 156 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46090A879?
CUSIP 46090A879 identifies VRIG - Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund (VRIG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Invesco Ltd. 25% +19% $335,194,042 +$70,119,887 13,338,402 +26% Invesco Ltd. 31 Dec 2025

As of 31 Mar 2026, 156 institutional investors reported holding 42,239,152 shares of Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund (VRIG). This represents 78% of the company’s total 54,221,146 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund (VRIG) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Invesco Ltd. 24% 13,118,584 -1.6% 0.05% $328,423,751
LPL Financial LLC 9.5% 5,164,951 -8.6% 0.03% $129,304,541
MORGAN STANLEY 5.3% 2,875,404 +28% 0% $71,985,766
Bank of New York Mellon Corp 3.3% 1,781,949 +80% 0.01% $44,611,103
OSAIC HOLDINGS, INC. 2.7% 1,447,770 +33% 0.05% $36,252,983
Fiduciary Planning LLC 1.8% 989,787 +1.2% 7.5% $24,779,312
RAYMOND JAMES FINANCIAL INC 1.5% 838,914 +37% 0.01% $21,002,220
STIFEL FINANCIAL CORP 1.5% 811,540 -3.7% 0.02% $20,316,900
Harfst & Associates, Inc. 1.5% 789,727 +130% 3.5% $19,770,818
Cherry Creek Investment Advisors, Inc. 1.3% 680,973 -2.3% 7.4% $17,048,169
Equitable Holdings, Inc. 1.1% 609,520 +1.4% 0.11% $15,298,952
WELLS FARGO & COMPANY/MN 1% 564,242 +35% 0% $14,125,797
Cetera Investment Advisers 1% 543,151 +25% 0.01% $13,597,796
Wealthcare Advisory Partners LLC 0.94% 509,921 -0.47% 0.25% $12,765,873
COMMONWEALTH EQUITY SERVICES, LLC 0.93% 502,463 +26% 0.02% $12,579,156
Concurrent Investment Advisors, LLC 0.9% 485,736 +129% 0.13% $12,160,410
CALTON & ASSOCIATES, INC. 0.87% 469,425 -1% 1.7% $11,752,045
Cerro Pacific Wealth Advisors LLC 0.8% 432,203 +16% 2.8% $10,820,216
PARSONS CAPITAL MANAGEMENT INC/RI 0.79% 429,364 +8.3% 0.49% $10,749,129
ENVESTNET ASSET MANAGEMENT INC 0.69% 376,270 +37% 0% $9,419,927
Vectors Research Management, LLC 0.64% 344,900 +0.7% 2.5% $8,634,580
Cambridge Investment Research Advisors, Inc. 0.54% 295,403 -4% 0.02% $7,395,000
Auour Investments LLC 0.54% 293,991 2.3% $7,360,064
HighTower Advisors, LLC 0.54% 290,844 -27% 0.01% $7,281,280
COURIER CAPITAL LLC 0.52% 281,604 -0.85% 0.39% $7,049,942

Institutional Holders of Invesco Variable Rate Investment Grade ETF - Exchange Traded Fund (VRIG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 42,239,152 $1,057,329,855 +$101,196,012 $25.04 156
2025 Q4 38,510,830 $966,605,530 +$35,784,605 $25.10 153
2025 Q3 36,604,630 $918,760,810 +$23,395,493 $25.10 144
2025 Q2 35,764,222 $895,934,005 -$133,345,723 $25.05 152
2025 Q1 40,954,139 $1,027,132,432 +$187,013,978 $25.08 145
2024 Q4 33,684,945 $846,004,481 +$29,071,312 $25.12 129
2024 Q3 32,244,008 $808,857,368 +$107,547,977 $25.08 118
2024 Q2 27,952,385 $702,719,710 +$54,498,452 $25.14 114
2024 Q1 25,621,652 $642,848,192 -$8,061,078 $25.09 114
2023 Q4 25,290,929 $632,015,467 +$42,457,840 $24.99 121
2023 Q3 24,259,013 $604,661,981 +$115,326,894 $24.94 106
2023 Q2 19,768,723 $492,049,037 +$63,107,250 $24.89 95
2023 Q1 18,303,462 $452,507,324 -$32,845,435 $24.72 91
2022 Q4 19,601,663 $484,385,243 -$10,697,491 $24.71 94
2022 Q3 19,244,530 $473,820,677 -$33,813,514 $24.62 82
2022 Q2 21,510,352 $530,246,827 +$35,462,995 $24.65 84
2022 Q1 20,118,316 $501,453,865 +$95,382,308 $24.92 86
2021 Q4 16,317,993 $408,927,627 +$22,513,780 $25.06 77
2021 Q3 15,376,697 $386,167,790 -$26,507,650 $25.11 67
2021 Q2 16,435,978 $412,459,413 -$4,280,197 $25.09 70
2021 Q1 16,608,206 $416,366,083 +$25,207,628 $25.07 67
2020 Q4 15,549,815 $388,606,845 +$8,826,642 $24.99 62
2020 Q3 15,547,080 $386,436,372 +$151,708,141 $24.85 58
2020 Q2 9,443,259 $232,407,298 -$3,010,652 $24.61 58
2020 Q1 9,466,830 $215,431,984 -$10,404,715 $22.74 61
2019 Q4 9,969,894 $248,881,928 -$10,135,370 $24.96 66
2019 Q3 10,338,556 $257,340,802 -$10,121,369 $24.89 63
2019 Q2 10,746,762 $267,250,727 -$4,972,824 $24.87 57
2019 Q1 10,899,852 $271,181,324 +$8,283,196 $24.88 53
2018 Q4 10,796,107 $265,932,047 +$26,226,767 $24.63 56
2018 Q3 9,591,893 $240,639,893 +$41,832,682 $25.09 43
2018 Q2 7,795,750 $195,526,219 +$195,390,219 $25.08 41
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