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 597 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
245
shares
|
$5,127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
240
shares
|
$5,023
0.0% of portfolio
|
Q4 2024
Reduced 79.93%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
233
shares
|
$4,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
219
shares
|
$4,583
0.0% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
216
shares
|
$4,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
202
shares
|
$4,227
0.0% of portfolio
|
Q4 2022
Reduced 86.55%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
184
shares
|
$3,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
179
shares
|
$3,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
175
shares
|
$3,662
0.0% of portfolio
|
Q4 2020
Reduced 99.58%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
160
shares
|
$3,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
122
shares
|
$2,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
119
shares
|
$2,490
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
111
shares
|
$2,323
0.0% of portfolio
|
Q1 2025
Added 428.57%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
103
shares
|
$2,155
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$2,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
81
shares
|
$1,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
77
shares
|
$1,611
0.0% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
71
shares
|
$1,486
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
24
shares
|
$502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
24
shares
|
$502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
22
shares
|
$460
0.0% of portfolio
|
Q4 2020
Reduced 66.15%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
20
shares
|
$418
0.02% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17
shares
|
$355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
14
shares
|
$293
0.02% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10
shares
|
$209
0.0% of portfolio
|
Q4 2024
Added 900.0%
|