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 575 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $7.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
27,122
shares
|
$565,493
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
27,065
shares
|
$564,305
0.21% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
27,002
shares
|
$562,991
0.02% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
26,297
shares
|
$548,292
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
25,564
shares
|
$533,009
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
25,408
shares
|
$529,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,234
shares
|
$526,128
0.01% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
25,100
shares
|
$523,335
0.28% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
24,914
shares
|
$519,456
0.14% of portfolio
|
Q4 2024
Reduced 58.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
24,662
shares
|
$514,202
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
24,650
shares
|
$513,952
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,470
shares
|
$510,199
0.04% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
24,468
shares
|
$510,157
0.02% of portfolio
|
Q4 2024
Added 1707.09%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
24,052
shares
|
$501,484
0.16% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
23,788
shares
|
$495,979
0.06% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
23,653
shares
|
$493,165
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
23,206
shares
|
$483,845
0.25% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
23,132
shares
|
$482,302
0.03% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
23,062
shares
|
$480,842
0.26% of portfolio
|
Q4 2024
Reduced 48.06%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
23,049
shares
|
$480,571
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,819
shares
|
$475,776
0.0% of portfolio
|
Q4 2024
Added 210.38%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
22,297
shares
|
$464,892
0.4% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
22,272
shares
|
$464,371
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
22,267
shares
|
$464,266
0.17% of portfolio
|
Q4 2024
Added 64.15%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
21,803
shares
|
$454,592
0.03% of portfolio
|
Q4 2024
Reduced 12.3%
|