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Invesco Variable Rate Preferred ETF (VRP) Institutional Ownership

$24.03
-0.13 (-0.54%)
(As of 07/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Variable Rate Preferred ETF (NYSEARCA:VRP)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$153.25M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$192.41M
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VRP Institutional Buying and Selling by Quarter

Invesco Variable Rate Preferred ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2024Envestnet Portfolio Solutions Inc.75,764$1.82M0.0%+27.1%0.111%
7/16/2024ORG Partners LLC5,900$140K0.0%N/A0.009%
7/16/2024Wealth Enhancement Advisory Services LLC66,457$1.59M0.0%+14.6%0.097%
7/16/2024Burke & Herbert Bank & Trust Co.59,480$1.43M0.3%N/A0.087%
7/16/2024Roman Butler Fullerton & Co.19,854$477K0.2%-7.2%0.029%
7/16/2024Walter & Keenan Wealth Management LLC IN ADV53,506$1.28M0.4%-1.9%0.078%
7/15/2024Diligent Investors LLC52,198$1.25M0.3%-1.9%0.076%
7/10/2024 CWM LLC27,953$670K0.0%+123.3%0.041%
7/9/2024 Park Avenue Securities LLC107,181$2.57M0.0%+59.4%0.157%
7/9/2024Marion Wealth Management13,820$331K0.1%-3.7%0.020%
7/8/2024 RVW Wealth LLC16,592$398K0.0%-41.7%0.024%
7/2/2024 Transcend Capital Advisors LLC81,541$1.95M0.1%+16.9%0.119%
6/28/2024Bright Futures Wealth Management LLC.13,692$328K0.2%N/A0.020%
5/24/2024Cetera Advisors LLC31,723$754K0.0%N/A0.046%
5/24/2024Cetera Investment Advisers87,048$2.07M0.0%+279.3%0.127%
5/24/2024Invst LLC36,878$878K0.1%-14.9%0.054%
5/21/2024Atria Investments Inc124,184$2.95M0.0%+4.8%0.182%
5/17/2024Comerica Bank51,690$1.23M0.0%+45.1%0.076%
5/17/2024Tidal Investments LLC74,798$1.78M0.0%+8.9%0.110%
5/16/2024B. Riley Wealth Advisors Inc.23,707$530K0.0%+19.0%0.035%
5/16/2024Waverly Advisors LLC80,165$1.91M0.0%+1.8%0.117%
5/14/2024Northwest Wealth Management LLC79,354$1.89M0.5%-9.8%0.116%
5/11/2024Resurgent Financial Advisors LLC26,790$637K0.3%+100.3%0.039%
5/11/2024Ironwood Investment Counsel LLC58,659$1.39M0.2%-13.5%0.086%
5/11/2024Patten & Patten Inc. TN34,911$830K0.1%N/A0.051%
5/10/2024Osaic Holdings Inc.881,877$20.96M0.0%-0.6%1.291%
5/9/2024Orion Portfolio Solutions LLC88,918$2.11M0.0%-2.9%0.130%
5/9/2024Dearborn Partners LLC86,730$2.06M0.1%+187.6%0.127%
5/9/2024Endowment Wealth Management Inc.11,488$273K0.2%-6.2%0.017%
5/8/2024Avantax Advisory Services Inc.27,366$650K0.0%+15.9%0.040%
5/8/2024Addison Capital Co57,372$1.36M0.7%+166.0%0.084%
5/8/2024Thoroughbred Financial Services LLC11,098$263K0.0%N/A0.016%
5/7/2024NTV Asset Management LLC86,870$2.07M0.3%+11.2%0.127%
5/7/2024Oppenheimer & Co. Inc.29,256$695K0.0%+5.1%0.043%
5/6/2024Envestnet Portfolio Solutions Inc.59,632$1.42M0.0%+103.2%0.087%
5/6/2024MGB Wealth Management LLC7,937$189K0.1%+19.6%0.012%
5/6/2024Kades & Cheifetz LLC39,970$950K0.6%-6.2%0.059%
5/6/2024Advisory Alpha LLC1,952,413$46.41M1.9%+5.4%2.859%
5/4/2024Valley Wealth Managers Inc.17,405$414K0.0%-12.8%0.025%
5/3/2024Whittier Trust Co. of Nevada Inc.92,893$2.21M0.1%-3.8%0.136%
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5/3/2024Whittier Trust Co.156,659$3.72M0.1%-1.2%0.229%
5/2/2024Financial Counselors Inc.53,812$1.28M0.0%-18.4%0.079%
5/2/2024FinTrust Capital Advisors LLC15,959$379K0.1%-51.3%0.023%
5/2/2024Graypoint LLC92,683$2.20M0.2%-62.8%0.136%
5/1/20241834 Investment Advisors Co.35,719$849K0.1%-68.6%0.052%
5/1/2024Janney Montgomery Scott LLC180,292$4.29M0.0%-43.1%0.264%
5/1/2024BNP Paribas Financial Markets3,005$71K0.0%+75,025.0%0.004%
5/1/2024Klingman & Associates LLC25,774$613K0.0%-2.9%0.038%
5/1/2024Retirement Group LLC9,179$218K0.1%+14.5%0.013%
5/1/2024Wambolt & Associates LLC10,533$251K0.1%-63.1%0.015%
5/1/2024SeaBridge Investment Advisors LLC178,677$4.25M1.1%+2.6%0.262%
4/30/2024HB Wealth Management LLC25,021$595K0.0%-11.7%0.037%
4/29/2024Commonwealth Equity Services LLC449,304$10.68M0.0%+161.8%0.658%
4/29/2024Spectrum Asset Management Inc.72,916$1.73M3.0%-79.9%0.107%
4/29/2024Benjamin Edwards Inc.59,145$1.41M0.3%+62.5%0.087%
4/29/2024Benjamin F. Edwards & Company Inc.456,791$10.86M0.2%+111.6%0.671%
4/26/2024Pinnacle Associates Ltd.41,897$996K0.0%-9.2%0.062%
4/26/2024Cottonwood Capital Advisors LLC174,136$4.08M3.2%-5.8%0.256%
4/25/2024Cambridge Investment Research Advisors Inc.111,099$2.64M0.0%+24.4%0.163%
4/24/2024Activest Wealth Management58,280$1.39M0.7%+74.9%0.086%
4/23/2024Global Retirement Partners LLC56,141$1.33M0.0%+42.3%0.082%
4/23/2024Fifth Third Bancorp7,950$189K0.0%-8.6%0.012%
4/23/2024Duncker Streett & Co. Inc.115,604$2.75M0.5%-7.3%0.170%
4/23/2024Raymond James Financial Services Advisors Inc.61,691$1.47M0.0%+9.9%0.091%
4/22/2024Nilsine Partners LLC156,952$3.73M0.5%+12.5%0.230%
4/22/2024PFG Investments LLC16,820$400K0.0%N/A0.025%
4/22/2024BTS Asset Management Inc.15,337$365K0.3%+7.0%0.023%
4/22/2024Ashton Thomas Private Wealth LLC322,374$7.66M0.4%+29.2%0.473%
4/19/2024Kovack Advisors Inc.8,620$205K0.0%N/A0.013%
4/19/2024Evolution Wealth Advisors LLC436,032$10.36M2.0%+0.3%0.640%
4/18/2024Synergy Asset Management LLC317,802$7.55M1.3%N/A0.467%
4/16/2024Courier Capital LLC33,299$792K0.1%-2.7%0.049%
4/16/2024Seed Wealth Management Inc.128,958$3.07M2.9%-13.0%0.189%
4/16/2024Wealth Enhancement Advisory Services LLC57,985$1.38M0.0%-9.2%0.085%
4/15/2024Windsor Capital Management LLC322,029$7.66M2.4%+10.2%0.473%
4/15/2024Disciplined Investments LLC12,863$306K0.2%N/A0.019%
4/15/2024Sound Income Strategies LLC3,996$95K0.0%+33.4%0.006%
4/11/2024Cooper Financial Group21,515$511K0.1%-6.0%0.033%
4/11/2024&PARTNERS55,110$1.29M0.2%-34.8%0.084%
4/11/2024Matthew Goff Investment Advisor LLC673,280$16.00M3.2%-0.2%1.020%
4/10/2024 Atwood & Palmer Inc.8,951$213K0.0%-8.9%0.014%
4/10/2024 Park Avenue Securities LLC67,231$1.60M0.0%+45.2%0.102%
4/8/2024Marion Wealth Management14,347$341K0.1%-10.5%0.022%
4/8/2024 RVW Wealth LLC28,458$676K0.1%-4.3%0.043%
3/22/2024PNC Financial Services Group Inc.4,255$98K0.0%-25.7%0.006%
3/15/2024B. Riley Wealth Advisors Inc.19,929$460K0.0%-15.9%0.030%
3/4/2024Vima LLC3,364$78K0.2%N/A0.005%
2/14/2024Northwest Wealth Management LLC87,999$2.03M0.6%-3.7%0.133%
2/14/2024Prudential PLC40,500$935K0.0%-37.2%0.061%
2/13/2024Stephens Inc. AR1,425,531$32.90M0.6%-0.8%2.160%
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2/13/2024Belpointe Asset Management LLC8,726$201K0.0%-23.1%0.013%
2/13/2024FinTrust Capital Advisors LLC32,766$756K0.2%-10.7%0.050%
2/12/2024Vectors Research Management LLC35,267$814K0.1%-7.7%0.053%
2/12/2024Tradition Wealth Management LLC86,262$1.99M0.2%+5.9%0.131%
2/12/2024Boston Family Office LLC339,984$7.85M0.6%+9.0%0.515%
2/12/2024J. W. Coons Advisors LLC28,465$657K0.2%+2.8%0.043%
2/12/2024Stifel Financial Corp304,780$7.03M0.0%+5.4%0.462%
2/12/2024Steward Partners Investment Advisory LLC43,457$1.00M0.0%-6.5%0.066%
2/12/2024Cantor Fitzgerald Investment Advisors L.P.9,101$210K0.0%N/A0.014%
2/9/2024Advisory Services Network LLC45,457$1.05M0.0%+3.3%0.069%
(Data available from 1/1/2016 forward)

VRP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRP shares?

During the previous two years, 255 institutional investors and hedge funds held shares of Invesco Variable Rate Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($84.81M), JPMorgan Chase & Co. ($64.13M), UBS Group AG ($60.28M), Advisor Group Holdings Inc. ($50.93M), Wells Fargo & Company MN ($48.37M), Advisory Alpha LLC ($46.41M), and Stephens Inc. AR ($32.90M).Learn more on VRP's institutional investors.

Which institutional investors have been buying Invesco Variable Rate Preferred ETF stock?

Of the 198 institutional investors that purchased Invesco Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.53M), Advisory Alpha LLC ($1.91M), Spectrum Asset Management Inc. ($1.13M), Principal Financial Group Inc. ($914.78K), First Horizon Advisors Inc. ($684.72K), UBS Group AG ($581.37K), and Benjamin F. Edwards & Company Inc. ($454.39K).

How much institutional buying is happening at Invesco Variable Rate Preferred ETF?

Institutional investors have bought a total of 19,195,169 shares in the last 24 months. This purchase volume represents approximately $430.99M in transactions.

Which Invesco Variable Rate Preferred ETF major shareholders have been selling company stock?

Of the 166 institutional investors that sold Invesco Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($3.06M), Bank of America Corp DE ($1.40M), Spectrum Asset Management Inc. ($1.06M), Wells Fargo & Company MN ($772.01K), Rockefeller Capital Management L.P. ($759.65K), Atwood & Palmer Inc. ($698.28K), and Envestnet Asset Management Inc. ($626.25K).

How much institutional selling is happening at Invesco Variable Rate Preferred ETF?

Institutional investors have sold a total of 18,115,699 shares in the last 24 months. This volume of shares sold represents approximately $405.41M in transactions.


This page (NYSEARCA:VRP) was last updated on 7/17/2024 by MarketBeat.com Staff

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