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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
155,296
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
154,148
shares
|
$3.23 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
154,107
shares
|
$3.23 Million
0.05% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
153,075
shares
|
$3.2 Million
0.97% of portfolio
|
Q1 2025
Added 35.27%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
152,836
shares
|
$3.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
151,896
shares
|
$3.18 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
151,413
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
151,100
shares
|
$3.16 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
150,633
shares
|
$3.15 Million
1.04% of portfolio
|
Q1 2025
Added 112.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
149,768
shares
|
$3.13 Million
0.04% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
146,986
shares
|
$3.08 Million
0.35% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
145,910
shares
|
$3.05 Million
0.58% of portfolio
|
Q3 2022
Reduced 5.14%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
145,866
shares
|
$3.05 Million
0.22% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
142,739
shares
|
$2.99 Million
0.25% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
141,918
shares
|
$2.97 Million
1.79% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
135,000
shares
|
$2.83 Million
1.85% of portfolio
|
Q4 2021
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
132,425
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
131,996
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
131,571
shares
|
$2.75 Million
0.35% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
130,703
shares
|
$2.74 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
128,921
shares
|
$2.7 Million
0.1% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
128,827
shares
|
$2.7 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
128,751
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
125,000
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
New holding
|