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 568 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
17,259
shares
|
$361,576
0.16% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,154
shares
|
$359,376
0.01% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,985
shares
|
$355,835
0.13% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
16,985
shares
|
$355,835
0.01% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,919
shares
|
$354,453
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
16,834
shares
|
$352,672
0.01% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
16,810
shares
|
$352,169
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
16,808
shares
|
$352,127
0.16% of portfolio
|
Q2 2025
Added 28.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
16,763
shares
|
$351,184
0.0% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
16,736
shares
|
$350,619
0.1% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
16,410
shares
|
$343,789
0.03% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
16,290
shares
|
$341,275
0.02% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
16,287
shares
|
$341,212
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
16,161
shares
|
$338,572
0.01% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
16,139
shares
|
$338,112
0.21% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,128
shares
|
$337,881
0.01% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,972
shares
|
$334,613
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
15,930
shares
|
$333,733
0.04% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,871
shares
|
$332,497
0.01% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
15,673
shares
|
$328,349
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
15,590
shares
|
$326,610
0.0% of portfolio
|
Q3 2025
Reduced 69.44%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
15,584
shares
|
$326,484
0.15% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,259
shares
|
$319,676
0.03% of portfolio
|
Q1 2025
Added 59.68%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
14,853
shares
|
$311,170
0.03% of portfolio
|
Q4 2025
Added 14.45%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
14,847
shares
|
$311,044
0.0% of portfolio
|
Q4 2025
Reduced 97.53%
|
|