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 520 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $5.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
210,900
shares
|
$4.45 Million
0.58% of portfolio
|
Q4 2024
Added 39.97%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
208,985
shares
|
$4.41 Million
0.69% of portfolio
|
Q3 2024
Reduced 45.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
193,494
shares
|
$4.08 Million
0.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
193,405
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
190,643
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
189,469
shares
|
$4 Million
1.73% of portfolio
|
Q3 2024
Reduced 41.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
183,943
shares
|
$3.88 Million
0.43% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
178,748
shares
|
$3.77 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
175,963
shares
|
$3.71 Million
0.09% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
173,766
shares
|
$3.67 Million
1.21% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
169,113
shares
|
$3.57 Million
2.22% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
162,436
shares
|
$3.43 Million
1.47% of portfolio
|
Q1 2024
Added 8.39%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
160,548
shares
|
$3.39 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
156,109
shares
|
$3.29 Million
0.69% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
155,571
shares
|
$3.28 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
152,352
shares
|
$3.21 Million
0.92% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
151,727
shares
|
$3.2 Million
2.16% of portfolio
|
Q3 2024
Added 160.61%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
148,421
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 67.45%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
148,060
shares
|
$3.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
146,986
shares
|
$3.1 Million
0.35% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
145,910
shares
|
$3.08 Million
0.58% of portfolio
|
Q3 2022
Reduced 5.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
138,965
shares
|
$2.93 Million
0.08% of portfolio
|
Q3 2024
Added 24.29%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
137,797
shares
|
$2.91 Million
0.1% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
137,381
shares
|
$2.9 Million
1.64% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
136,294
shares
|
$2.88 Million
0.21% of portfolio
|
Q3 2024
Added 1.66%
|