Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
90.4KNew |
$1.84M - $1.9M
|
90.4K
$1.9M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83.3K+ 36.99% |
$1.7M - $1.75M
|
308K
$6.5M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.2K+ 24.17% |
$1.67M - $1.73M
|
422K
$8.9M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
76.9K+ 123.12% |
$1.56M - $1.62M
|
139K
$2.93M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74.9KNew |
$1.52M - $1.58M
|
74.9K
$1.58M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
74.6KNew |
$1.52M - $1.57M
|
74.6K
$1.57M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
74.3KNew |
$1.51M - $1.56M
|
74.3K
$1.57M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
70KNew |
$1.42M - $1.47M
|
70K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
69.2K+ 1.86% |
$1.41M - $1.46M
|
3.79M
$79.8M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
66.4KNew |
$1.35M - $1.4M
|
66.4K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66.2K+ 92.44% |
$1.35M - $1.39M
|
138K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
65K+ 30.95% |
$1.32M - $1.37M
|
275K
$5.79M
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
60KNew |
$1.22M - $1.26M
|
60K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
56.5K+ 27674.51% |
$1.15M - $1.19M
|
56.7K
$1.19M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
56.1KNew |
$1.14M - $1.18M
|
56.1K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
52K+ 2.27% |
$1.06M - $1.09M
|
2.35M
$49.5M
|
|
May 25, 2023
Q4 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
50.6KNew |
$1.03M - $1.06M
|
50.6K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48.5KNew |
$988K - $1.02M
|
48.5K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
47KNew |
$958K - $990K
|
47K
$991K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
46.6K+ 119423.08% |
$948K - $980K
|
46.6K
$982K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46.3K+ 54.69% |
$942K - $973K
|
131K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42K+ 20.99% |
$855K - $883K
|
242K
$5.1M
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
41K+ 164.0% |
$835K - $863K
|
66K
$1.39M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40.3K+ 34.99% |
$821K - $848K
|
156K
$3.28M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
38.7K+ 247.3% |
$787K - $813K
|
54.3K
$1.14M
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
38.5K+ 86.48% |
$783K - $809K
|
82.9K
$1.75M
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
36.9KNew |
$752K - $777K
|
36.9K
$779K
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
36.4K+ 41.42% |
$740K - $765K
|
124K
$2.62M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.9KNew |
$731K - $756K
|
35.9K
$757K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
35.9KNew |
$730K - $755K
|
35.9K
$756K
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
35.1K+ 18.29% |
$715K - $739K
|
227K
$4.79M
|
|
Feb 07, 2023
Q4 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
33.7K+ 181.18% |
$686K - $709K
|
52.3K
$1.1M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
31.4KNew |
$638K - $660K
|
31.4K
$661K
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
30.4KNew |
$620K - $641K
|
30.4K
$642K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
30.2K+ 5.64% |
$615K - $636K
|
566K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.7K+ 55.46% |
$605K - $625K
|
83.3K
$1.76M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.7K+ 155.17% |
$585K - $605K
|
47.3K
$996K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.1K+ 60.05% |
$551K - $569K
|
72.1K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.8K+ 86.22% |
$547K - $565K
|
58K
$1.22M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
26.8KNew |
$546K - $564K
|
26.8K
$565K
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
26K+ 2007.72% |
$529K - $547K
|
27.3K
$575K
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
25.9KNew |
$527K - $545K
|
25.9K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.8KNew |
$505K - $522K
|
24.8K
$523K
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
23.7KNew |
$483K - $499K
|
23.7K
$500K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
23K+ 76.41% |
$468K - $484K
|
53.1K
$1.12M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
22.9K+ 31.83% |
$467K - $482K
|
94.9K
$2M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$463K - $479K
|
22.7K
$479K
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
22.2K+ 9.04% |
$453K - $468K
|
268K
$5.65M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.2KNew |
$432K - $447K
|
21.2K
$447K
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
21KNew |
$427K - $441K
|
21K
$442K
|