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 575 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $7.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
844,157
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
812,103
shares
|
$16.9 Million
4.79% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
776,699
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
760,417
shares
|
$15.8 Million
18.58% of portfolio
|
Q3 2023
Added 4.19%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
746,467
shares
|
$15.5 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
738,092
shares
|
$15.3 Million
1.65% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
729,050
shares
|
$15.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
709,432
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Added 120.65%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
707,000
shares
|
$14.7 Million
0.02% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
695,844
shares
|
$14.5 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
695,733
shares
|
$14.5 Million
0.42% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Granby Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
685,000
shares
|
$14.2 Million
7.5% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
677,337
shares
|
$14.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
655,275
shares
|
$13.6 Million
0.28% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Feb 14, 2025 Q4 2024 |
648,000
shares
|
$13.5 Million
28.18% of portfolio
|
Q3 2024
Added 44.64%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
647,292
shares
|
$13.4 Million
1.89% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
626,862
shares
|
$13 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
624,836
shares
|
$13 Million
0.23% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
606,645
shares
|
$12.6 Million
4.79% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
598,407
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
592,210
shares
|
$12.3 Million
1.69% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
591,311
shares
|
$12.3 Million
0.01% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
575,599
shares
|
$12 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.51%
|