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 574 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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
66,079
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
65,677
shares
|
$1.37 Million
0.67% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,414
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
63,840
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
63,387
shares
|
$1.32 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
63,051
shares
|
$1.31 Million
0.58% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
62,556
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
62,069
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
61,911
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 81.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
61,450
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
60,737
shares
|
$1.27 Million
0.55% of portfolio
|
Q4 2024
Added 37.81%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
60,552
shares
|
$1.26 Million
0.36% of portfolio
|
Q4 2024
Added 288242.88%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
58,324
shares
|
$1.22 Million
0.52% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
57,784
shares
|
$1.2 Million
0.85% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
57,277
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
57,108
shares
|
$1.19 Million
0.41% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
56,622
shares
|
$1.18 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
55,377
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
55,377
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
54,923
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2023
Added 3.43%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
53,872
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
53,381
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
52,925
shares
|
$1.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,617
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
50,000
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2024
Added 150.0%
|