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 272 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 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
|
$197 Million
0.01% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,984,519
shares
|
$197 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
|
$76 Million
0.02% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,235,509
shares
|
$55.1 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
|
$51.7 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
|
$47.7 Million
0.23% of portfolio
|
Q2 2025
Added 22363.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,462,600
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,415,320
shares
|
$34.9 Million
0.47% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,208,994
shares
|
$29.8 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
|
$25.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
903,511
shares
|
$22.3 Million
0.0% of portfolio
|
Q1 2025
Added 388.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
721,147
shares
|
$17.8 Million
0.03% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
668,995
shares
|
$16.5 Million
1.07% of portfolio
|
Q2 2022
Added 34.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
580,324
shares
|
$14.3 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
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
551,527
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
541,531
shares
|
$13.4 Million
0.16% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
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
|
Oct 28, 2025 Q3 2025 |
446,489
shares
|
$11 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
424,656
shares
|
$10.5 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
391,247
shares
|
$9.65 Million
0.34% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
358,058
shares
|
$8.83 Million
0.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
345,102
shares
|
$8.51 Million
1.74% of portfolio
|
Q2 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
343,633
shares
|
$8.47 Million
3.11% of portfolio
|
Q4 2023
Added 7.58%
|