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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
379,702
shares
|
$7.94 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
376,219
shares
|
$7.87 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
366,488
shares
|
$7.66 Million
5.85% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
359,205
shares
|
$7.51 Million
1.39% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
353,100
shares
|
$7.38 Million
0.13% of portfolio
|
Q1 2024
Added 39.51%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
352,423
shares
|
$7.37 Million
0.11% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
350,141
shares
|
$7.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
350,000
shares
|
$7.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
345,705
shares
|
$7.23 Million
4.41% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
329,923
shares
|
$6.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
316,317
shares
|
$6.61 Million
0.55% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
300,000
shares
|
$6.27 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
296,950
shares
|
$6.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
295,495
shares
|
$6.18 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
293,971
shares
|
$6.15 Million
0.02% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
289,578
shares
|
$6.06 Million
5.55% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
285,442
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
285,163
shares
|
$5.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
284,644
shares
|
$5.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
283,714
shares
|
$5.93 Million
0.0% of portfolio
|
Q2 2024
Added 12.47%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
279,868
shares
|
$5.85 Million
0.66% of portfolio
|
Q1 2025
Added 2842.88%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
272,368
shares
|
$5.7 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
270,000
shares
|
$5.65 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
262,093
shares
|
$5.48 Million
0.51% of portfolio
|
Q1 2025
Added 4115.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
261,073
shares
|
$5.46 Million
0.4% of portfolio
|
Q1 2025
Added 43.83%
|