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 246 institutions that hold shares in the stock, with a total of 40.8 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 |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
345,585
shares
|
$8.47 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
343,633
shares
|
$8.42 Million
3.11% of portfolio
|
Q4 2023
Added 7.58%
|
|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
334,484
shares
|
$8.2 Million
2.56% of portfolio
|
Q2 2024
Added 3.87%
|
|
Estate Counselors, LLC
|
Aug 08, 2024 Q2 2024 |
331,395
shares
|
$8.12 Million
2.3% of portfolio
|
Q2 2024
Added 171.51%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
274,025
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
228,660
shares
|
$5.6 Million
0.02% of portfolio
|
Q2 2024
Added 9.3%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
223,575
shares
|
$5.48 Million
0.86% of portfolio
|
Q2 2024
Reduced 29.65%
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
223,187
shares
|
$5.47 Million
0.39% of portfolio
|
Q2 2024
Reduced 30.79%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
208,453
shares
|
$5.11 Million
0.11% of portfolio
|
Q2 2024
Added 1.91%
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
198,484
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2024
Added 144.37%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
198,434
shares
|
$4.86 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
186,759
shares
|
$4.58 Million
0.01% of portfolio
|
Q2 2024
Added 3.59%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
183,846
shares
|
$4.51 Million
2.88% of portfolio
|
Q2 2024
Added 1.53%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 31, 2024 Q2 2024 |
180,541
shares
|
$4.43 Million
1.13% of portfolio
|
Q2 2024
Added 1.04%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
169,989
shares
|
$4.17 Million
3.39% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
167,369
shares
|
$4.1 Million
0.02% of portfolio
|
Q2 2024
Added 43.76%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
167,013
shares
|
$4.09 Million
0.54% of portfolio
|
Q2 2024
Added 6.41%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
159,932
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2024
Added 2.09%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
152,720
shares
|
$3.74 Million
0.1% of portfolio
|
Q2 2024
Added 72.7%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
145,033
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2024
Added 66.61%
|
|
All Season Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
137,113
shares
|
$3.36 Million
3.02% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
134,026
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2024
Added 20.64%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
130,469
shares
|
$3.2 Million
1.52% of portfolio
|
Q2 2024
Added 53.68%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
127,308
shares
|
$3.12 Million
2.66% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
125,423
shares
|
$3.07 Million
0.99% of portfolio
|
Q2 2024
Added 1.78%
|