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 283 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
235,345
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
229,798
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
229,270
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
220,848
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 23, 2026 Q4 2025 |
220,045
shares
|
$4.61 Million
1.3% of portfolio
|
Q4 2025
Added 10.88%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
214,313
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
212,886
shares
|
$4.46 Million
0.72% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
212,345
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
210,031
shares
|
$4.4 Million
2.38% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
204,126
shares
|
$4.28 Million
2.3% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
200,127
shares
|
$4.19 Million
0.23% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
190,202
shares
|
$3.98 Million
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
185,602
shares
|
$3.89 Million
0.62% of portfolio
|
Q3 2025
Added 44.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
184,199
shares
|
$3.86 Million
2.14% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
182,505
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
182,500
shares
|
$3.82 Million
3.08% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
179,857
shares
|
$3.77 Million
0.11% of portfolio
|
Q3 2025
Added 58.69%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
174,709
shares
|
$3.66 Million
2.21% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
174,373
shares
|
$3.65 Million
0.09% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
173,085
shares
|
$3.63 Million
0.45% of portfolio
|
Q4 2025
Reduced 10.19%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
172,896
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
170,479
shares
|
$3.57 Million
2.18% of portfolio
|
Q4 2025
Reduced 41.57%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
167,224
shares
|
$3.5 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
166,745
shares
|
$3.49 Million
0.06% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Blue Fin Capital, Inc.
|
Jan 23, 2026 Q4 2025 |
165,392
shares
|
$3.46 Million
0.56% of portfolio
|
Q4 2025
Added 4.1%
|
|