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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
18,903
shares
|
$462,178
0.18% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
18,606
shares
|
$454,916
0.06% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
18,164
shares
|
$444,109
0.24% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,957
shares
|
$439,048
0.0% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
17,748
shares
|
$433,938
0.03% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
17,543
shares
|
$428,926
0.06% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
17,404
shares
|
$425,527
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
17,051
shares
|
$416,896
0.08% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,045
shares
|
$416,750
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
16,962
shares
|
$414,720
0.33% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,791
shares
|
$410,539
0.0% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,602
shares
|
$405,918
0.01% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,514
shares
|
$403,767
0.0% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,442
shares
|
$402,006
0.01% of portfolio
|
Q1 2025
Reduced 35.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$390,197
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
15,700
shares
|
$383,865
0.23% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
15,458
shares
|
$377,948
0.44% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,407
shares
|
$376,701
0.01% of portfolio
|
Q1 2025
Added 135.91%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
14,983
shares
|
$366,334
0.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
14,134
shares
|
$345,576
0.04% of portfolio
|
Q1 2025
Reduced 57.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,051
shares
|
$343,546
0.0% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
14,001
shares
|
$342,324
0.14% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$337,361
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
13,402
shares
|
$327,678
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,116
shares
|
$320,686
0.01% of portfolio
|
Q4 2022
Reduced 3.36%
|