Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO ACTIVELY MANAGED EXC (VRIG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — VRIG

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak
145 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 — +19% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

89 buying56 selling
Last quarter: 89 funds were net buyers (22 opened a brand new position + 67 added to an existing one). Only 56 were sellers (40 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new VRIG position: 31 → 21 → 10 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 31% medium 22% new
68 out of 145 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.
📊

Peak discovery — momentum slowing

23 → 31 → 21 → 10 → 22 new funds/Q
New funds entering each quarter: 31 → 21 → 10 → 22. VRIG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 17% 1-2yr 33% new
Of 145 current holders: 73 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
11 of 145 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: VRIG

How many hedge funds hold VRIG — quarterly history vs. share price
Quarterly hedge fund ownership of VRIG vs. share price

Market Analysis: VRIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRIG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: VRIG
2026 Q1 Stats Unlock in 17 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 139 4.32%
13F Shares 38M 37M 4.77%
Total Value $960M $917M 4.74%
New Positions 22 10 +12
Increased Positions 67 62 +5
Closed Positions 16 18 -2
Reduced Positions 40 52 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VRIG

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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of VRIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fiduciary Planning LLC 7.48% 989,787 $24.8M
2 Cherry Creek Investment Advisors, Inc. 7.41% 680,973 $17.0M
3 Thayer Financial, L.L.C. 4.57% 179,020 $4.5M
4 Cerro Pacific Wealth Advisors LLC 2.84% 432,203 $10.8M
5 Blue Capital, Inc. 2.68% 164,202 $4.1M
6 Auour Investments LLC 2.32% 293,991 $7.4M
7 Total Clarity Wealth Management, Inc. 1.05% 178,084 $4.5M
8 Wagner Wealth Management, LLC 0.94% 186,384 $4.7M
9 Worth Asset Management, LLC 0.85% 91,357 $2.3M
10 Cottage Street Advisors LLC 0.60% 55,491 $1.4M
11 ADAMSBROWN WEALTH CONSULTANTS LLC 0.56% 83,881 $2.1M
12 Mayflower Financial Advisors, LLC 0.53% 173,737 $4.3M
13 JAMES INVESTMENT RESEARCH, INC. 0.51% 180,692 $4.5M
14 PARSONS CAPITAL MANAGEMENT INC/RI 0.49% 429,364 $10.7M
15 Asset Allocation Strategies LLC 0.48% 109,011 $2.7M
16 Centurion Wealth Management LLC 0.48% 85,782 $2.1M
17 KMG FIDUCIARY PARTNERS, LLC 0.44% 236,800 $5.9M
18 Sunflower Bank, N.A. 0.40% 62,983 $1.6M
19 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.40% 94,129 $2.4M
20 COURIER CAPITAL LLC 0.39% 281,604 $7.0M
21 Goldstone Financial Group, LLC 0.33% 122,165 $3.1M
22 Signal Advisors Wealth, LLC 0.28% 165,445 $4.1M
23 Wealthcare Advisory Partners LLC 0.25% 509,921 $12.8M
24 Ascentis Independent Advisors 0.25% 130,512 $3.3M
25 PAX Financial Group, LLC 0.24% 55,605 $1.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 61% buying: Last quarter: 89 funds were net buyers (22 opened a brand new position + 67 added to an existing one). Only 56 were sellers (40 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VRIG holders?

Elite ownership — 60% AUM from top-100 funds: 11 of 145 holders are among the 100 largest funds by AUM, controlling 60% 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?

47% of holders stayed for 2+ years: 68 out of 145 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.