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 588 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $6.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
12,740
shares
|
$265,246
0.03% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,732
shares
|
$265,080
0.0% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,544
shares
|
$261,166
0.0% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,530
shares
|
$260,874
0.0% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,500
shares
|
$260,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
12,386
shares
|
$257,876
0.02% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
12,268
shares
|
$255,419
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,200
shares
|
$254,004
0.01% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
12,130
shares
|
$252,546
0.07% of portfolio
|
Q3 2025
Added 50441.67%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
12,073
shares
|
$251,359
0.08% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
11,979
shares
|
$249,402
0.05% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
11,833
shares
|
$246,363
0.09% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
11,592
shares
|
$241,345
0.17% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,550
shares
|
$240,471
0.0% of portfolio
|
Q2 2025
Reduced 71.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,520
shares
|
$239,846
0.01% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
11,486
shares
|
$239,138
0.0% of portfolio
|
Q2 2025
Reduced 45.55%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,461
shares
|
$238,618
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
11,461
shares
|
$238,618
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,413
shares
|
$237,618
0.03% of portfolio
|
Q2 2025
Reduced 97.86%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
11,329
shares
|
$235,869
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,210
shares
|
$233,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
10,976
shares
|
$228,520
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,926
shares
|
$227,479
0.04% of portfolio
|
Q2 2025
Reduced 55.7%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
10,880
shares
|
$226,521
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,853
shares
|
$225,959
0.13% of portfolio
|
Q3 2025
New holding
|