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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
164,117
shares
|
$3.4 Million
0.11% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
163,779
shares
|
$3.39 Million
2.21% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
163,411
shares
|
$3.38 Million
0.08% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Park Avenue Institutional Advisers LLC
|
Feb 07, 2025 Q4 2024 |
161,600
shares
|
$3.35 Million
24.25% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
153,619
shares
|
$3.18 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
152,352
shares
|
$3.16 Million
0.92% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
151,100
shares
|
$3.13 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
150,436
shares
|
$3.12 Million
0.05% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
150,357
shares
|
$3.11 Million
0.4% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
148,289
shares
|
$3.07 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
146,986
shares
|
$3.04 Million
0.35% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
145,910
shares
|
$3.02 Million
0.58% of portfolio
|
Q3 2022
Reduced 5.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
144,964
shares
|
$3 Million
0.03% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
140,297
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.22%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
139,648
shares
|
$2.89 Million
0.22% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
138,090
shares
|
$2.86 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
137,407
shares
|
$2.85 Million
1.68% of portfolio
|
Q4 2024
Added 20.81%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
135,938
shares
|
$2.82 Million
0.24% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
135,000
shares
|
$2.8 Million
1.91% of portfolio
|
Q4 2021
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
134,076
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
131,480
shares
|
$2.72 Million
0.99% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.7 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
128,879
shares
|
$2.67 Million
1.64% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
128,446
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
127,400
shares
|
$2.64 Million
0.39% of portfolio
|
Q4 2024
New holding
|