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 |
|---|---|---|---|---|---|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
25,814
shares
|
$631,152
0.33% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
25,811
shares
|
$631,078
0.04% of portfolio
|
Q1 2025
Reduced 28.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
25,396
shares
|
$620,932
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,000
shares
|
$611,250
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,854
shares
|
$607,680
0.01% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
24,774
shares
|
$605,724
0.04% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,762
shares
|
$605,430
0.0% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
24,460
shares
|
$598,047
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,330
shares
|
$594,868
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
23,721
shares
|
$579,978
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
23,682
shares
|
$579,024
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
23,064
shares
|
$563,914
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
22,809
shares
|
$557,680
0.4% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,182
shares
|
$542,349
0.04% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
21,596
shares
|
$528,022
0.0% of portfolio
|
Q1 2025
Reduced 42.05%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
20,795
shares
|
$508,437
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
20,746
shares
|
$507,239
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
20,700
shares
|
$506,115
0.08% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
20,359
shares
|
$497,777
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
20,238
shares
|
$494,819
0.07% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
19,959
shares
|
$487,997
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
19,946
shares
|
$487,679
0.05% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
19,707
shares
|
$481,836
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,510
shares
|
$477,019
0.05% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
19,059
shares
|
$465,992
0.17% of portfolio
|
Q1 2025
Added 134.57%
|