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 598 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $6.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
876,214
shares
|
$18.3 Million
2.5% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
869,410
shares
|
$18.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
864,889
shares
|
$18.1 Million
0.3% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Ninety One Uk LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
846,749
shares
|
$17.7 Million
0.05% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
844,157
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
833,038
shares
|
$17.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
804,004
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
793,845
shares
|
$16.6 Million
0.13% of portfolio
|
Q1 2025
Added 492.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
783,769
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
780,916
shares
|
$16.3 Million
1.72% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
778,541
shares
|
$16.3 Million
1.28% of portfolio
|
Q4 2023
Added 789.62%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
760,417
shares
|
$15.9 Million
18.58% of portfolio
|
Q3 2023
Added 4.19%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
753,178
shares
|
$15.7 Million
2.04% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
743,633
shares
|
$15.5 Million
0.3% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
711,031
shares
|
$14.9 Million
0.3% of portfolio
|
Q1 2025
Added 66.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
706,241
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
660,296
shares
|
$13.8 Million
1.86% of portfolio
|
Q1 2025
New holding
|
|
|
Courage Capital Management LLC
Nashville, TN |
May 14, 2025 Q1 2025 |
648,000
shares
|
$13.5 Million
27.39% of portfolio
|
Q3 2024
Added 44.64%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
645,534
shares
|
$13.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
644,912
shares
|
$13.5 Million
0.23% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
625,000
shares
|
$13.1 Million
6.99% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
623,333
shares
|
$13 Million
4.99% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
613,776
shares
|
$12.8 Million
0.17% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
602,305
shares
|
$12.6 Million
1.73% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
582,670
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|