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 585 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
131,571
shares
|
$2.74 Million
0.35% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
131,367
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
130,180
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
129,546
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 383.89%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
129,518
shares
|
$2.7 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
128,503
shares
|
$2.68 Million
0.55% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
128,082
shares
|
$2.67 Million
0.35% of portfolio
|
Q2 2025
Reduced 56.66%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
128,000
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
127,720
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
127,654
shares
|
$2.66 Million
0.8% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
127,058
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
125,000
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
123,470
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
122,333
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
117,179
shares
|
$2.44 Million
0.55% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
115,706
shares
|
$2.41 Million
0.42% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
113,834
shares
|
$2.37 Million
0.17% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
113,339
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
111,435
shares
|
$2.32 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
111,217
shares
|
$2.32 Million
0.46% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
110,013
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
107,960
shares
|
$2.25 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
106,862
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
106,661
shares
|
$2.22 Million
1.54% of portfolio
|
Q2 2025
New holding
|