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 |
|---|---|---|---|---|---|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
124,803
shares
|
$2.61 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
124,605
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
121,793
shares
|
$2.55 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
120,880
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
118,885
shares
|
$2.49 Million
0.69% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
116,772
shares
|
$2.44 Million
0.65% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
116,175
shares
|
$2.43 Million
0.59% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
116,127
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 59.97%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
115,647
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
112,404
shares
|
$2.35 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
110,805
shares
|
$2.32 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
110,504
shares
|
$2.31 Million
1.02% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
110,202
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
110,090
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
106,661
shares
|
$2.23 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
104,503
shares
|
$2.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
104,264
shares
|
$2.18 Million
2.33% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
103,477
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.68%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
102,966
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
102,869
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
102,775
shares
|
$2.15 Million
0.74% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
98,000
shares
|
$2.05 Million
2.14% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
97,326
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
92,185
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Added 39.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
89,404
shares
|
$1.87 Million
0.22% of portfolio
|
Q4 2023
Reduced 15.07%
|