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 519 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $5.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
135,000
shares
|
$2.84 Million
2.03% of portfolio
|
Q4 2021
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
134,090
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
133,899
shares
|
$2.82 Million
0.95% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
132,071
shares
|
$2.78 Million
1.95% of portfolio
|
Q3 2024
Added 113.78%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
131,300
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.74 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
130,158
shares
|
$2.74 Million
0.26% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
128,678
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
127,420
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
127,414
shares
|
$2.68 Million
0.93% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
125,000
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
120,255
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
118,397
shares
|
$2.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
118,257
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 76.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
117,015
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
115,829
shares
|
$2.44 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
113,861
shares
|
$2.4 Million
1.36% of portfolio
|
Q4 2023
Reduced 3.69%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
113,735
shares
|
$2.4 Million
1.39% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
113,069
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2024
Reduced 24.31%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
111,699
shares
|
$2.35 Million
0.85% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
111,530
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
111,024
shares
|
$2.34 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
110,705
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
110,517
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2024
Added 29.48%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
109,045
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2024
Added 308.39%
|