VRIG Hedge Fund Ownership (Q1 2026)

Invesco Actively Managed Exc (VRIG)

160 + Investors. Track Smart Money conviction in VRIG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VRIG

Based on 160 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added VRIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

160 hedge funds hold VRIG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

110 buying59 selling

Last quarter: 110 funds were net buyers (31 opened a brand new position + 79 added to an existing one). Only 59 were sellers (39 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new VRIG position: 23 → 10 → 22 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 23% medium ■ 25% new

83 out of 160 hedge funds have held VRIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

33 → 23 → 10 → 22 → 31 new funds/Q

New funds entering each quarter: 23 → 10 → 22 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 51% veterans vs 31% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 31% new

Entry-cohort mix of 160 holders: 81 (51%) are 2+ year veterans, 30 entered 1–2 years ago, and 49 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

15 of 160 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in VRIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	160	148	8.11%
13F Shares	43M	38M	11.37%
Total Value	$1.05B	$962M	9.63%
New Positions	31	22	+9
Increased Positions	79	69	+10
Closed Positions	19	16	+3
Reduced Positions	39	40	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

160

148

8.11%

13F Shares

43M

38M

11.37%

Total Value

$1.05B

$962M

9.63%

New Positions

Increased Positions

+10

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

160 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VRIG. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VRIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Schorn Wealth LLC	6.57%	1,001,872	$25.1M
2	Cherry Creek Investment Advisors, Inc.	6.20%	628,797	$15.8M
3	E6 Portfolios, LLC	5.66%	282,785	$7.1M
4	Thayer Financial, L.L.C.	4.36%	191,503	$4.8M
5	Harfst & Associates, Inc.	3.52%	902,765	$22.6M
6	Cerro Pacific Wealth Advisors LLC	2.68%	473,030	$11.9M
7	Auour Investments LLC	2.36%	328,793	$8.2M
8	Vectors Research Management, LLC	2.30%	350,539	$8.8M
9	Blue Capital, Inc.	2.04%	128,369	$3.2M
10	Calton & Associates, INC.	1.80%	489,131	$12.3M
11	Algorithmic Investment Models, LLC	1.40%	48,297	$1.2M
12	Worth Asset Management, LLC	1.24%	154,229	$3.9M
13	Redwood Financial Network Corp	1.20%	86,305	$2.2M
14	9823 Capital, L.P.	1.03%	60,808	$1.5M
15	Vista Investment Management	0.86%	113,727	$2.9M
16	Wagner Wealth Management, LLC	0.83%	179,396	$4.5M
17	Milestone Investment Advisors LLC	0.77%	141,432	$3.5M
18	Total Clarity Wealth Management, Inc.	0.56%	114,049	$2.9M
19	Cottage Street Advisors LLC	0.54%	55,497	$1.4M
20	Centurion Wealth Management LLC	0.52%	86,304	$2.2M
21	Legacy Wealth Partners, LLC	0.51%	90,666	$2.3M
22	Adamsbrown Wealth Consultants LLC	0.50%	105,998	$2.7M
23	Kmg Fiduciary Partners, LLC	0.49%	210,244	$5.3M
24	James Investment Research, INC.	0.46%	179,378	$4.5M
25	Prevail Innovative Wealth Advisors, LLC	0.45%	121,119	$3.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Invesco Actively Managed Exc (VRIG)

What does the Smart Money Trend signal show for VRIG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VRIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VRIG?

More buyers than sellers — 65% buying: Last quarter: 110 funds were net buyers (31 opened a brand new position + 79 added to an existing one). Only 59 were sellers (39 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VRIG holders?

Elite ownership — 59% AUM from top-100 funds: 15 of 160 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in VRIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VRIG?

52% of holders stayed for 2+ years: 83 out of 160 hedge funds have held VRIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Invesco Actively Managed Exc (VRIG)

Smart Money Signals — VRIG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More buyers than sellers — 65% buying

More new buyers each quarter (+9 vs last Q)

52% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 51% veterans vs 31% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — VRIG

Hedge Fund Ownership: VRIG

Market Analysis: VRIG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VRIG

Hedge Fund Positioning: VRIG

Statistics: VRIG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Actively Managed Exc (VRIG)

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