Institutional Ownership Invesco ETF Tr Ii Var Rate Pfd (VRP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Var Rate Pfd (VRP). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,993,469
shares
|
$196 Million
0.01% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,984,519
shares
|
$196 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,083,255
shares
|
$75.7 Million
0.02% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,235,509
shares
|
$54.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,097,358
shares
|
$51.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,935,255
shares
|
$47.5 Million
0.23% of portfolio
|
Q2 2025
Added 22363.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,462,600
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,384,622
shares
|
$34 Million
0.49% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,208,994
shares
|
$29.7 Million
0.43% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,043,609
shares
|
$25.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
903,511
shares
|
$22.2 Million
0.0% of portfolio
|
Q1 2025
Added 388.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
668,995
shares
|
$16.4 Million
1.07% of portfolio
|
Q2 2022
Added 34.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
592,875
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
580,324
shares
|
$14.2 Million
0.01% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
564,744
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
564,230
shares
|
$13.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
551,527
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
530,289
shares
|
$13 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
459,464
shares
|
$11.3 Million
0.19% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
447,797
shares
|
$11 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
433,695
shares
|
$10.6 Million
1.99% of portfolio
|
Q2 2025
Reduced 32.52%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
400,000
shares
|
$9.82 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
391,247
shares
|
$9.6 Million
0.34% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
358,058
shares
|
$8.79 Million
0.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
345,102
shares
|
$8.47 Million
1.74% of portfolio
|
Q2 2025
New holding
|