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 263 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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
19,959
shares
|
$486,999
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
19,946
shares
|
$486,682
0.05% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
19,707
shares
|
$480,850
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,510
shares
|
$476,044
0.05% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
19,059
shares
|
$465,039
0.17% of portfolio
|
Q1 2025
Added 134.57%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
18,903
shares
|
$461,233
0.18% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
18,625
shares
|
$454,450
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
18,164
shares
|
$443,201
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
|
$438,150
0.0% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
17,748
shares
|
$433,051
0.03% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
17,404
shares
|
$424,657
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
17,051
shares
|
$416,044
0.08% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,045
shares
|
$415,898
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
|
$413,872
0.33% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,791
shares
|
$409,700
0.0% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,748
shares
|
$408,651
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,514
shares
|
$402,941
0.0% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
16,489
shares
|
$402,331
0.05% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,442
shares
|
$401,184
0.01% of portfolio
|
Q1 2025
Reduced 35.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$389,399
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
15,700
shares
|
$383,080
0.23% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
15,504
shares
|
$378,297
0.41% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
15,372
shares
|
$375,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
14,983
shares
|
$365,585
0.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,486
shares
|
$353,458
0.01% of portfolio
|
Q2 2025
Reduced 5.98%
|