§ EQUITY
USDVRIG
INVESCO VARIABLE RATE INVEST
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
106 increased/new, 50 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 5.2M | 0.0% | −9% |
| Morgan Stanley | 2.9M | 0.0% | −36% |
| Bank of New York Mellon Corp | 1.8M | 0.0% | +80% |
| OSAIC HOLDINGS, INC. | 1.4M | 0.1% | +33% |
| Schorn Wealth LLC | 990K | 7.5% | +1% |
| RAYMOND JAMES FINANCIAL INC | 839K | 0.0% | +37% |
◇ AC INTELLIGENCE
Top institutional owners for VRIG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER55.8% · 141 holders
PASSIVE / INDEX30.8% · 2 holders
DEALER / BANK13.1% · 15 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VRIG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VRIG yet.