Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (VRIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
65%

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 buying58 selling
Last quarter: 110 funds were net buyers (31 opened a brand new position + 79 added to an existing one). Only 58 were sellers (39 trimmed + 19 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: 22 → 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 → 22 → 10 → 22 → 31 new funds/Q
New funds entering each quarter: 22 → 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
15 of 160 holders are among the 100 largest funds by AUM, controlling 58% 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.

Institutional Sentiment Summary — VRIG

In 2026 Q1, 110 hedge funds were net buyers of VRIG (31 opened a new position, 79 added to an existing one), while 58 reduced or exited (39 trimmed, 19 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in VRIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 160.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Actively Managed Exc (VRIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRIG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
VRIG
+0.3%
SPY
+13.9%

VRIG outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VRIG
+0.3%
SPY
+0.2%

Since the filing became public, VRIG outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 5 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: VRIG
160 + Investors

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

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

Statistics: VRIG

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 VRIG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 E6 Portfolios, LLC 6.12% 234,635 $5.9M
4 Thayer Financial, L.L.C. 4.57% 179,020 $4.5M
5 Harfst & Associates, Inc. 3.53% 789,727 $19.8M
6 Cerro Pacific Wealth Advisors LLC 2.84% 432,203 $10.8M
7 Blue Capital, Inc. 2.68% 164,202 $4.1M
8 Vectors Research Management, LLC 2.52% 344,900 $8.6M
9 Auour Investments LLC 2.32% 293,991 $7.4M
10 Calton & Associates, INC. 1.69% 469,425 $11.8M
11 9823 Capital, L.P. 1.27% 67,173 $1.7M
12 Redwood Financial Network Corp 1.08% 65,700 $1.6M
13 Total Clarity Wealth Management, Inc. 1.05% 178,084 $4.5M
14 Vista Investment Management 0.98% 117,833 $2.9M
15 Wagner Wealth Management, LLC 0.94% 186,384 $4.7M
16 Milestone Investment Advisors LLC 0.88% 145,554 $3.6M
17 Worth Asset Management, LLC 0.85% 91,357 $2.3M
18 Cottage Street Advisors LLC 0.60% 55,491 $1.4M
19 Adamsbrown Wealth Consultants LLC 0.56% 83,881 $2.1M
20 Mayflower Financial Advisors, LLC 0.53% 173,737 $4.3M
21 James Investment Research, INC. 0.51% 180,692 $4.5M
22 Parsons Capital Management Inc/Ri 0.49% 429,364 $10.7M
23 Asset Allocation Strategies LLC 0.48% 109,011 $2.7M
24 Centurion Wealth Management LLC 0.48% 85,782 $2.1M
25 Holderness Investments Co 0.45% 89,624 $2.2M
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 58 were sellers (39 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VRIG holders?

Elite ownership — 58% AUM from top-100 funds: 15 of 160 holders are among the 100 largest funds by AUM, controlling 58% 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.

Is it too late to buy Invesco Actively Managed Exc (VRIG) following the 2026 Q1 hedge fund 13F filings?

As of today, VRIG has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), VRIG has gained +0.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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