Institutional Ownership Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN). We have compiled data on the 520 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
31,200
shares
|
$658,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
31,112
shares
|
$656,463
0.01% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
30,578
shares
|
$645,195
0.07% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
30,425
shares
|
$641,967
0.02% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
30,322
shares
|
$639,794
0.33% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
30,226
shares
|
$637,768
0.02% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
30,054
shares
|
$634,139
0.1% of portfolio
|
Q2 2024
Added 64.01%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
29,883
shares
|
$630,531
0.21% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
29,491
shares
|
$622,260
0.0% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
29,052
shares
|
$612,997
0.22% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
28,100
shares
|
$592,910
0.13% of portfolio
|
Q3 2024
Reduced 34.8%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
27,897
shares
|
$588,626
0.01% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
27,355
shares
|
$577,190
0.07% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
26,980
shares
|
$569,278
0.03% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
26,929
shares
|
$568,201
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,564
shares
|
$539,400
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
25,164
shares
|
$530,960
0.08% of portfolio
|
Q3 2024
Reduced 87.43%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
24,862
shares
|
$524,588
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
24,850
shares
|
$524,335
0.03% of portfolio
|
Q3 2024
Reduced 38.08%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,470
shares
|
$516,317
0.04% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
23,661
shares
|
$499,247
0.26% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
23,653
shares
|
$499,078
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,534
shares
|
$496,567
0.03% of portfolio
|
Q3 2024
Added 130.03%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
22,500
shares
|
$474,750
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,295
shares
|
$470,424
0.01% of portfolio
|
Q3 2024
Added 5.4%
|