INVESCO VARIABLE RATE INVEST (VRIG) Institutional Ownership Changes & 13F Activity

INVESCO VARIABLE RATE INVEST (VRIG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Morgan Stanley, Osaic Holdings, Inc., Royal Bank Of Canada, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+2,100+5.6%39,576$992.17KQ2 2026Aug 19, 2026
Asset Allocation Strategies LlcSell-82,156-75.4%26,855$673.25KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+35,714+5.9%645,234$16.18MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+13,500,75713,500,757$338.46MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-441,716-30.5%1,006,054$25.22MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+166,905+189.1%255,183$6.40MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+116,377+13.9%955,291$23.95MQ2 2026Aug 14, 2026
&PartnersBuy+54,28954,289$1.42MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+28,534+5.1%592,776$14.86MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-18,134-37.7%30,004$752.20KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+15,34415,344$384.67KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+10,95910,959$274.74KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+10,16110,161$254.73KQ2 2026Aug 14, 2026
Betterment LlcBuy+9,489+24.8%47,802$1.20MQ2 2026Aug 14, 2026
Arcus Capital Partners, LlcBuy+7,9847,984$200.16KQ2 2026Aug 14, 2026
9823 Capital, L.P.Sell-6,365-9.5%60,808$1.52MQ2 2026Aug 14, 2026
Sunflower Bank, N.A.Sell-6,319-10.0%56,664$1.42MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,7065,706$143.06KQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcSell-4,122-2.8%141,432$3.55MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+3,535+2.3%155,792$3.91MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+3,412+14.5%27,021$677.41KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-312-0.9%33,880$849.37KQ2 2026Aug 14, 2026
Bank Of America CorpSell-212-1.0%20,187$506.09KQ2 2026Aug 14, 2026
Morgan StanleyBuy+623,067+21.7%3,498,471$87.71MQ2 2026Aug 13, 2026
Elequin Capital, LpSell-45,895-99.7%142$3.56KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+29,851+121.2%54,482$1.37MQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+16,902+22.8%91,015$2.28MQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+9,1009,100$228.14KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+3,287+4.0%86,272$2.16MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+2,528+2.9%88,703$2.22MQ2 2026Aug 13, 2026
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Frequently asked questions about VRIG activity

  • Which institutional owners are buying VRIG?

    Institutional owners buying VRIG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VRIG activity?

    "Buy" means an investor increased their reported position in VRIG compared to the prior reporting period. This reflects growing exposure to INVESCO VARIABLE RATE INVEST (VRIG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VRIG increasing?

    Institutional interest in VRIG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.