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 585 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 $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
1,200,000
shares
|
$25 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,192,343
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,178,679
shares
|
$24.5 Million
11.12% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Dsc Meridian Capital LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,131,319
shares
|
$23.6 Million
18.13% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,086,183
shares
|
$22.6 Million
0.04% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,053,528
shares
|
$21.9 Million
0.63% of portfolio
|
Q1 2024
Reduced 38.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,045,612
shares
|
$21.8 Million
0.04% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
976,245
shares
|
$20.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
970,098
shares
|
$20.2 Million
0.48% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
964,507
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
May 09, 2025 Q1 2025 |
963,300
shares
|
$20.1 Million
8.68% of portfolio
|
Q1 2025
Reduced 48.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
948,889
shares
|
$19.8 Million
0.16% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
941,210
shares
|
$19.6 Million
0.06% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
901,688
shares
|
$18.8 Million
0.39% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
890,985
shares
|
$18.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.3%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
864,889
shares
|
$18 Million
0.3% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
861,827
shares
|
$17.9 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
848,830
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 74.61%
|
|
|
Ninety One Uk LTD
London, X0 |
Oct 21, 2025 Q3 2025 |
846,749
shares
|
$17.6 Million
0.04% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
844,157
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
804,004
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
778,541
shares
|
$16.2 Million
1.28% of portfolio
|
Q4 2023
Added 789.62%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
770,190
shares
|
$16 Million
1.9% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
762,130
shares
|
$15.9 Million
4.59% of portfolio
|
Q2 2025
Added 491.59%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
760,417
shares
|
$15.8 Million
18.58% of portfolio
|
Q3 2023
Added 4.19%
|