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 543 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
778,541
shares
|
$16.4 Million
1.28% of portfolio
|
Q4 2023
Added 789.62%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
760,417
shares
|
$16 Million
18.58% of portfolio
|
Q3 2023
Added 4.19%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
738,092
shares
|
$15.5 Million
1.65% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
729,050
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
720,500
shares
|
$15.2 Million
1.39% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
711,571
shares
|
$15 Million
0.03% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
695,844
shares
|
$14.6 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
695,733
shares
|
$14.6 Million
0.42% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
695,178
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
677,337
shares
|
$14.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
655,275
shares
|
$13.8 Million
0.28% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Nov 14, 2024 Q3 2024 |
648,000
shares
|
$13.6 Million
33.73% of portfolio
|
Q3 2024
Added 44.64%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
647,292
shares
|
$13.6 Million
1.89% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
643,000
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
629,947
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 55.47%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
624,836
shares
|
$13.1 Million
0.23% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
622,270
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.26%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
620,000
shares
|
$13 Million
6.78% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
606,645
shares
|
$12.8 Million
4.79% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
592,210
shares
|
$12.5 Million
1.69% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
578,406
shares
|
$12.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
575,599
shares
|
$12.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
570,941
shares
|
$12 Million
0.1% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
550,000
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
527,961
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.8%
|