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 295 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
131,367
shares
|
$2.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
130,180
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
129,546
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.0%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
129,518
shares
|
$2.71 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
128,082
shares
|
$2.68 Million
0.35% of portfolio
|
Q2 2025
Reduced 56.66%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
128,000
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
127,720
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
125,000
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
124,803
shares
|
$2.61 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
123,470
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
122,333
shares
|
$2.56 Million
0.08% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
119,954
shares
|
$2.51 Million
0.55% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
115,373
shares
|
$2.42 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
113,339
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
111,435
shares
|
$2.33 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
110,805
shares
|
$2.32 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
107,960
shares
|
$2.26 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
106,862
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
106,661
shares
|
$2.23 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
105,904
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
105,072
shares
|
$2.2 Million
0.1% of portfolio
|
Q2 2025
Added 162.67%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
104,503
shares
|
$2.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
101,342
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$2.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 62.96%
|