Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
214KNew |
$4.42M - $4.52M
|
214K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
199K+ 13.48% |
$4.12M - $4.21M
|
1.67M
$35M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
186K+ 75.23% |
$3.85M - $3.93M
|
433K
$9.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
184KNew |
$3.82M - $3.9M
|
184K
$3.86M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
180K+ 25.92% |
$3.73M - $3.81M
|
876K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
170KNew |
$3.52M - $3.59M
|
170K
$3.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
140K+ 344.45% |
$2.89M - $2.95M
|
180K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
134K+ 13.33% |
$2.78M - $2.84M
|
1.14M
$23.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
133K+ 506.17% |
$2.76M - $2.82M
|
159K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
129KNew |
$2.67M - $2.72M
|
129K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
125K+ 7.78% |
$2.59M - $2.65M
|
1.74M
$36.3M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
122KNew |
$2.52M - $2.58M
|
122K
$2.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
117K+ 13103.36% |
$2.42M - $2.47M
|
118K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
112KNew |
$2.33M - $2.38M
|
112K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
108K+ 18.02% |
$2.23M - $2.28M
|
706K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
106K+ 16.36% |
$2.19M - $2.24M
|
753K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
95K+ 9.47% |
$1.97M - $2.01M
|
1.1M
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
94.2KNew |
$1.95M - $1.99M
|
94.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
91.8K+ 3.85% |
$1.9M - $1.94M
|
2.48M
$51.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89.2KNew |
$1.85M - $1.89M
|
89.2K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
88.4K+ 13.48% |
$1.83M - $1.87M
|
744K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.1K+ 6.09% |
$1.76M - $1.8M
|
1.48M
$31M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
83.3KNew |
$1.73M - $1.76M
|
83.3K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
79.7K+ 112.24% |
$1.65M - $1.68M
|
151K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
79.6K+ 43.83% |
$1.65M - $1.68M
|
261K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
77.6KNew |
$1.61M - $1.64M
|
77.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
66.7KNew |
$1.38M - $1.41M
|
66.7K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
64.8KNew |
$1.34M - $1.37M
|
64.8K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.8K+ 15.05% |
$1.26M - $1.29M
|
465K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59.5K+ 13.14% |
$1.23M - $1.26M
|
512K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59.1KNew |
$1.22M - $1.25M
|
59.1K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57KNew |
$1.18M - $1.2M
|
57K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.7K+ 6.43% |
$1.17M - $1.2M
|
938K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.5KNew |
$1.15M - $1.17M
|
55.5K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
54.9KNew |
$1.14M - $1.16M
|
54.9K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
53.4K+ 6.11% |
$1.11M - $1.13M
|
927K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
50.8K+ 1.82% |
$1.05M - $1.07M
|
2.84M
$59.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
45.2KNew |
$936K - $956K
|
45.2K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.5K+ 59.97% |
$901K - $921K
|
116K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.4K+ 38.83% |
$899K - $919K
|
155K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42.8K+ 5.8% |
$886K - $906K
|
781K
$16.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
41.8KNew |
$866K - $885K
|
41.8K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.9K+ 86.09% |
$847K - $866K
|
88.5K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
39.9K+ 35.27% |
$826K - $844K
|
153K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39.3KNew |
$814K - $832K
|
39.3K
$822K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.2K+ 6.63% |
$790K - $807K
|
614K
$12.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
38KNew |
$787K - $804K
|
38K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
32.4K+ 19.72% |
$670K - $685K
|
196K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 389.87% |
$594K - $607K
|
36.1K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
28.5K+ 2.63% |
$589K - $602K
|
1.11M
$23.3M
|