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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
343,633
shares
|
$8.43 Million
3.11% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
Spectrum Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
342,707
shares
|
$8.41 Million
13.88% of portfolio
|
Q2 2025
Added 336.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
341,574
shares
|
$8.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
333,082
shares
|
$8.17 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
315,760
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
264,159
shares
|
$6.48 Million
0.01% of portfolio
|
Q2 2025
Added 61.81%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
259,445
shares
|
$6.37 Million
1.21% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
257,976
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
243,581
shares
|
$5.98 Million
0.4% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
242,998
shares
|
$5.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
233,194
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
226,080
shares
|
$5.55 Million
0.56% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
226,054
shares
|
$5.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
203,814
shares
|
$5 Million
0.12% of portfolio
|
Q2 2025
Added 2329.25%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
185,769
shares
|
$4.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
181,137
shares
|
$4.45 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
179,153
shares
|
$4.4 Million
0.08% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
175,937
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
174,708
shares
|
$4.29 Million
1.26% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
171,968
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
169,066
shares
|
$4.15 Million
0.0% of portfolio
|
Q2 2025
Added 57016.89%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
168,935
shares
|
$4.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
160,647
shares
|
$3.94 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
158,839
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
156,879
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Added 23.08%
|