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 |
|---|---|---|---|---|---|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
488,924
shares
|
$10.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
485,874
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Corbin Capital Partners, L.P.
New York, NY |
Feb 11, 2025 Q4 2024 |
482,509
shares
|
$10.1 Million
18.64% of portfolio
|
Q3 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
478,193
shares
|
$10 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
451,388
shares
|
$9.46 Million
0.02% of portfolio
|
Q2 2025
Added 53.55%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
445,295
shares
|
$9.33 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
432,174
shares
|
$9.05 Million
3.66% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
431,550
shares
|
$9.04 Million
0.01% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
420,823
shares
|
$8.82 Million
1.22% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
406,406
shares
|
$8.51 Million
0.08% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
376,921
shares
|
$7.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
366,488
shares
|
$7.68 Million
5.85% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
350,000
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
337,113
shares
|
$7.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
329,511
shares
|
$6.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
321,232
shares
|
$6.73 Million
2.78% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
312,561
shares
|
$6.55 Million
1.23% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
310,467
shares
|
$6.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
306,743
shares
|
$6.43 Million
0.4% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
289,578
shares
|
$6.07 Million
5.55% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
288,720
shares
|
$6.05 Million
2.11% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
282,677
shares
|
$5.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
270,997
shares
|
$5.68 Million
0.01% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
260,418
shares
|
$5.46 Million
3.34% of portfolio
|
Q2 2025
Added 149.77%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
254,094
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.49%
|