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 567 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
380,967
shares
|
$7.98 Million
0.02% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
373,505
shares
|
$7.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
366,488
shares
|
$7.68 Million
5.85% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
361,454
shares
|
$7.57 Million
2.61% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
360,967
shares
|
$7.56 Million
0.47% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
359,116
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
350,294
shares
|
$7.34 Million
1.5% of portfolio
|
Q4 2025
Added 988.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
350,153
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.7%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
350,000
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
347,905
shares
|
$7.29 Million
0.42% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
329,185
shares
|
$6.9 Million
1.2% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
309,164
shares
|
$6.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
298,422
shares
|
$6.25 Million
2.03% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
297,723
shares
|
$6.24 Million
0.39% of portfolio
|
Q3 2025
Added 360.61%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
296,443
shares
|
$6.21 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
291,742
shares
|
$6.11 Million
3.98% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
289,578
shares
|
$6.07 Million
5.55% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
282,677
shares
|
$5.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
257,080
shares
|
$5.39 Million
0.18% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
256,921
shares
|
$5.38 Million
0.68% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
255,496
shares
|
$5.35 Million
0.12% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
249,583
shares
|
$5.23 Million
3.22% of portfolio
|
Q2 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
242,192
shares
|
$5.07 Million
0.18% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
241,144
shares
|
$5.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
236,144
shares
|
$4.95 Million
0.05% of portfolio
|
Q3 2025
Reduced -0.0%
|
|