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 577 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,504
shares
|
$450,508
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
21,501
shares
|
$450,445
0.37% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,384
shares
|
$447,994
0.01% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
21,128
shares
|
$442,631
0.01% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
21,113
shares
|
$442,317
0.0% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,798
shares
|
$435,718
0.11% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
20,600
shares
|
$431,570
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,561
shares
|
$430,752
0.02% of portfolio
|
Q2 2020
Reduced 66.62%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
20,528
shares
|
$430,061
0.24% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
20,092
shares
|
$420,927
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
20,000
shares
|
$419,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
19,783
shares
|
$414,453
0.14% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
19,760
shares
|
$413,972
0.1% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
19,500
shares
|
$408,525
0.11% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,246
shares
|
$403,203
0.09% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
19,245
shares
|
$403,182
0.06% of portfolio
|
Q2 2025
Added 65.21%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
19,145
shares
|
$401,087
0.07% of portfolio
|
Q2 2025
Added 63.28%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
19,064
shares
|
$399,390
0.04% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,034
shares
|
$398,762
0.16% of portfolio
|
Q2 2025
Reduced 28.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
18,789
shares
|
$393,629
0.0% of portfolio
|
Q2 2025
Reduced 78.76%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
18,245
shares
|
$382,232
0.39% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,980
shares
|
$376,681
0.0% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
17,840
shares
|
$373,748
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
17,452
shares
|
$365,619
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
17,259
shares
|
$361,576
0.15% of portfolio
|
Q2 2025
Reduced 0.86%
|