Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
52.9K+ 15.85% |
$1.11M - $1.12M
|
387K
$8.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.7K+ 8.63% |
$1.04M - $1.05M
|
625K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
48.9KNew |
$1.03M - $1.04M
|
48.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
48.3KNew |
$1.01M - $1.02M
|
48.3K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
47.9K+ 127.63% |
$1.01M - $1.02M
|
85.5K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
46.5KNew |
$975K - $985K
|
46.5K
$962K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40.5KNew |
$850K - $858K
|
40.5K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
39.1K+ 9.86% |
$820K - $828K
|
435K
$9.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
38.2KNew |
$802K - $810K
|
38.2K
$792K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
37.7K+ 73.33% |
$791K - $799K
|
89.1K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
37.2KNew |
$780K - $787K
|
37.2K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
35K+ 112.18% |
$734K - $742K
|
66.2K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
34K+ 3.23% |
$712K - $719K
|
1.08M
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
32.9K+ 13.15% |
$690K - $697K
|
283K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
29KNew |
$609K - $615K
|
29K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.7K+ 9.58% |
$603K - $609K
|
329K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
27.8K+ 81.7% |
$584K - $590K
|
61.9K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.1% |
$574K - $580K
|
696K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.3K+ 3.23% |
$573K - $579K
|
874K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.3K+ 19.1% |
$552K - $558K
|
164K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.3KNew |
$552K - $557K
|
26.3K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25.4KNew |
$533K - $538K
|
25.4K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.8K+ 58.07% |
$520K - $525K
|
67.4K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.7K+ 27.31% |
$517K - $522K
|
115K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$517K - $522K
|
24.7K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4K+ 17.59% |
$513K - $518K
|
163K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
24.3K+ 4.63% |
$509K - $514K
|
548K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
24.2K+ 8.61% |
$507K - $512K
|
305K
$6.31M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 31.62% |
$498K - $503K
|
98.7K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23.7K+ 20.81% |
$497K - $502K
|
137K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.1K+ 1707.09% |
$485K - $490K
|
24.5K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
23KNew |
$484K - $488K
|
23K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
22.3KNew |
$467K - $472K
|
22.3K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.8KNew |
$437K - $442K
|
20.8K
$432K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8K+ 24.73% |
$436K - $441K
|
105K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.7KNew |
$435K - $440K
|
20.7K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.7KNew |
$435K - $439K
|
20.7K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.1K+ 43.58% |
$421K - $425K
|
66.1K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5KNew |
$410K - $414K
|
19.5K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19.2K+ 45.41% |
$403K - $407K
|
61.5K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.1K+ 14.57% |
$401K - $405K
|
150K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19K+ 9.97% |
$399K - $403K
|
210K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.6KNew |
$391K - $395K
|
18.6K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
18.2K+ 5.56% |
$382K - $386K
|
346K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17.8KNew |
$374K - $378K
|
17.8K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.5KNew |
$367K - $371K
|
17.5K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
17.4KNew |
$366K - $370K
|
17.4K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.4KNew |
$366K - $369K
|
17.4K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
16.9KNew |
$355K - $359K
|
16.9K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.9K+ 15.17% |
$355K - $358K
|
128K
$2.66M
|