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 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.1K+ 41.68% |
$582K - $595K
|
95.6K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.3KNew |
$564K - $577K
|
27.3K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.2KNew |
$562K - $574K
|
27.2K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
27KNew |
$559K - $571K
|
27K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
26.9KNew |
$557K - $569K
|
26.9K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
26.3K+ 262.88% |
$544K - $556K
|
36.3K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.1K+ 39.51% |
$540K - $552K
|
92.2K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.9K+ 47.09% |
$516K - $527K
|
77.8K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
24.8KNew |
$513K - $525K
|
24.8K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.7K+ 19.73% |
$511K - $522K
|
150K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.1KNew |
$478K - $488K
|
23.1K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.1K+ 170.75% |
$477K - $488K
|
36.5K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.5K+ 5.29% |
$445K - $455K
|
428K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
20.6K+ 22.91% |
$426K - $436K
|
111K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20.1K+ 3.21% |
$416K - $425K
|
645K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.7K+ 56.27% |
$407K - $416K
|
54.7K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
18.3K+ 10.63% |
$379K - $388K
|
191K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
17.8K+ 11.98% |
$368K - $376K
|
166K
$3.47M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
17.4KNew |
$360K - $368K
|
17.4K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
16.8KNew |
$348K - $356K
|
16.8K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.7K+ 38.51% |
$346K - $354K
|
60.1K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
16.7K+ 2.75% |
$345K - $353K
|
623K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 4.45% |
$341K - $348K
|
386K
$8.07M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15K+ 13.14% |
$309K - $316K
|
129K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.9K+ 7.19% |
$309K - $315K
|
222K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$309K - $315K
|
14.9K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
14.9KNew |
$308K - $315K
|
14.9K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
14.9KNew |
$308K - $315K
|
14.9K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
14.9KNew |
$308K - $315K
|
14.9K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$302K - $308K
|
14.6K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.5K+ 4.2% |
$300K - $306K
|
359K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 42.77% |
$296K - $303K
|
47.8K
$999K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
14.2K+ 10.25% |
$293K - $300K
|
152K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.1KNew |
$292K - $299K
|
14.1K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 104.01% |
$287K - $294K
|
27.2K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.6KNew |
$281K - $287K
|
13.6K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
13.5K+ 8.85% |
$279K - $285K
|
166K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
13KNew |
$270K - $276K
|
13K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 56.34% |
$266K - $272K
|
35.7K
$746K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.8K+ 7.02% |
$265K - $271K
|
195K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$262K - $268K
|
12.7K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$259K - $264K
|
12.5K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
12.1K+ 21.81% |
$250K - $255K
|
67.5K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
12.1K+ 21.81% |
$250K - $255K
|
67.5K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.8K+ 27.58% |
$243K - $249K
|
54.4K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.8K+ 11.19% |
$243K - $249K
|
117K
$2.44M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
11.6K+ 2.39% |
$239K - $244K
|
494K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
11.4KNew |
$237K - $242K
|
11.4K
$239K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 11.51% |
$235K - $240K
|
110K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
11.3KNew |
$235K - $240K
|
11.3K
$237K
|