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 285 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,077,907
shares
|
$22.6 Million
0.49% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,053,528
shares
|
$22.1 Million
0.63% of portfolio
|
Q1 2024
Reduced 38.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,045,612
shares
|
$21.9 Million
0.04% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,039,140
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,003,148
shares
|
$21 Million
0.06% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
976,245
shares
|
$20.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
974,709
shares
|
$20.4 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
952,681
shares
|
$20 Million
0.15% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 12, 2025 Q3 2025 |
939,600
shares
|
$19.7 Million
9.02% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
901,688
shares
|
$18.9 Million
0.39% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
877,329
shares
|
$18.4 Million
0.09% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
864,889
shares
|
$18.1 Million
0.3% of portfolio
|
Q2 2023
Added 1.79%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
846,749
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
840,184
shares
|
$17.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
825,950
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
804,004
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
779,331
shares
|
$16.3 Million
1.78% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
778,541
shares
|
$16.3 Million
1.28% of portfolio
|
Q4 2023
Added 789.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
762,312
shares
|
$16 Million
0.02% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
760,417
shares
|
$15.9 Million
18.58% of portfolio
|
Q3 2023
Added 4.19%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
757,843
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.94%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
692,075
shares
|
$14.5 Million
2.08% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Nov 14, 2025 Q3 2025 |
687,516
shares
|
$14.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
674,157
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
648,844
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|