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 258 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,522,720
shares
|
$208 Million
0.02% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,621,255
shares
|
$186 Million
0.02% of portfolio
|
Q1 2025
Added 81.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,541,675
shares
|
$62 Million
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,357,006
shares
|
$57.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,271,805
shares
|
$55.4 Million
0.02% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
1,378,091
shares
|
$33.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,310,237
shares
|
$32 Million
0.01% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,111,634
shares
|
$27.1 Million
0.44% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,020,941
shares
|
$24.9 Million
0.03% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
903,511
shares
|
$22 Million
0.0% of portfolio
|
Q1 2025
Added 388.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
668,995
shares
|
$16.3 Million
1.07% of portfolio
|
Q2 2022
Added 34.4%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
642,672
shares
|
$15.7 Million
2.91% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
628,457
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
583,580
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
582,760
shares
|
$14.2 Million
0.2% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
570,375
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2025
Added 65.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
530,324
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
459,464
shares
|
$11.2 Million
0.19% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
459,094
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
450,915
shares
|
$11 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
400,000
shares
|
$9.76 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
378,990
shares
|
$9.24 Million
2.55% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
375,686
shares
|
$9.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
375,485
shares
|
$9.16 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
358,058
shares
|
$8.73 Million
0.07% of portfolio
|
Q1 2025
Added 1.93%
|