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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
352,423
shares
|
$7.38 Million
0.11% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
350,141
shares
|
$7.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
350,000
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Little Harbor Advisors, LLC
|
May 14, 2025 Q1 2025 |
345,705
shares
|
$7.24 Million
4.41% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
321,232
shares
|
$6.72 Million
2.78% of portfolio
|
Q2 2025
Reduced 48.47%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
316,317
shares
|
$6.62 Million
0.55% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
312,561
shares
|
$6.54 Million
1.23% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
300,000
shares
|
$6.28 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
296,950
shares
|
$6.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
295,495
shares
|
$6.18 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
289,578
shares
|
$6.06 Million
5.55% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
285,442
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
285,163
shares
|
$5.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
284,644
shares
|
$5.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
283,714
shares
|
$5.94 Million
0.0% of portfolio
|
Q4 2024
Added 44.97%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
279,868
shares
|
$5.86 Million
0.66% of portfolio
|
Q1 2025
Added 2842.88%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
272,368
shares
|
$5.7 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
270,000
shares
|
$5.65 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
261,073
shares
|
$5.46 Million
0.4% of portfolio
|
Q1 2025
Added 43.83%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
258,978
shares
|
$5.42 Million
0.18% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
250,000
shares
|
$5.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
249,583
shares
|
$5.22 Million
3.22% of portfolio
|
Q2 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
246,178
shares
|
$5.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
241,009
shares
|
$5.04 Million
3.84% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
226,762
shares
|
$4.75 Million
0.02% of portfolio
|
Q1 2025
Added 0.18%
|