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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
351,511
shares
|
$8.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
343,633
shares
|
$8.38 Million
3.11% of portfolio
|
Q4 2023
Added 7.58%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
341,196
shares
|
$8.32 Million
6.63% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
334,107
shares
|
$8.15 Million
2.53% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
300,144
shares
|
$7.32 Million
0.02% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
292,033
shares
|
$7.12 Million
0.24% of portfolio
|
Q1 2025
Added 33.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
265,003
shares
|
$6.46 Million
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
255,032
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
240,970
shares
|
$5.88 Million
0.29% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
233,293
shares
|
$5.69 Million
0.4% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
220,070
shares
|
$5.37 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
216,741
shares
|
$5.29 Million
0.51% of portfolio
|
Q1 2025
Added 99.11%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
216,322
shares
|
$5.28 Million
0.57% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
216,229
shares
|
$5.27 Million
1.16% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
213,592
shares
|
$5.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
188,339
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
181,137
shares
|
$4.42 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
173,637
shares
|
$4.24 Million
0.06% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
172,564
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2025
Added 34.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
171,943
shares
|
$4.19 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
168,240
shares
|
$4.1 Million
1.26% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
163,251
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
156,662
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
155,145
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
153,041
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 1.91%
|