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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
125,700
shares
|
$2.63 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
125,293
shares
|
$2.62 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
125,000
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
124,605
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
121,793
shares
|
$2.55 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
120,880
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
118,885
shares
|
$2.49 Million
0.69% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
117,774
shares
|
$2.46 Million
0.19% of portfolio
|
Q1 2025
Added 13103.36%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
116,772
shares
|
$2.44 Million
0.65% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
116,175
shares
|
$2.43 Million
0.59% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
116,127
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 59.97%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
115,647
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
114,034
shares
|
$2.38 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
112,404
shares
|
$2.35 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
111,623
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
110,504
shares
|
$2.31 Million
1.02% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
110,202
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
110,090
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
107,267
shares
|
$2.24 Million
0.19% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
104,264
shares
|
$2.18 Million
2.33% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
103,477
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.68%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
102,966
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
102,869
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
102,775
shares
|
$2.15 Million
0.74% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
98,000
shares
|
$2.05 Million
2.14% of portfolio
|
Q1 2025
Reduced 60.6%
|