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 248 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
18,691
shares
|
$454,752
0.16% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,524
shares
|
$426,358
0.04% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
17,194
shares
|
$418,330
0.07% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,032
shares
|
$414,388
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,585
shares
|
$403,513
0.0% of portfolio
|
Q3 2024
Added 351.29%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
16,397
shares
|
$398,939
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,220
shares
|
$394,632
0.0% of portfolio
|
Q3 2024
Reduced 36.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$388,282
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
15,700
shares
|
$381,981
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
15,469
shares
|
$376,360
0.03% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
14,900
shares
|
$362,517
0.04% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,838
shares
|
$361,008
0.14% of portfolio
|
Q2 2023
Added 44.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,056
shares
|
$341,982
0.0% of portfolio
|
Q3 2024
Added 62.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$335,705
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
13,644
shares
|
$331,958
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
13,467
shares
|
$327,652
0.31% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,116
shares
|
$319,112
0.01% of portfolio
|
Q4 2022
Reduced 3.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
12,569
shares
|
$305,803
0.16% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,451
shares
|
$302,932
0.03% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
12,391
shares
|
$301,473
0.03% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,944
shares
|
$290,597
0.0% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
11,905
shares
|
$289,648
0.13% of portfolio
|
Q3 2024
Reduced 61.79%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,533
shares
|
$280,597
0.02% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,436
shares
|
$278,237
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
10,800
shares
|
$262,764
0.07% of portfolio
|
Q2 2023
New holding
|