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 567 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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
135,377
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
133,799
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
131,617
shares
|
$2.76 Million
2.1% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
130,263
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
128,721
shares
|
$2.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
128,503
shares
|
$2.69 Million
0.55% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
128,000
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
127,654
shares
|
$2.67 Million
0.8% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
127,342
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
127,309
shares
|
$2.67 Million
0.46% of portfolio
|
Q4 2025
Added 10.03%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
127,140
shares
|
$2.66 Million
0.38% of portfolio
|
Q4 2025
Added 23.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
127,058
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
125,000
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
124,700
shares
|
$2.61 Million
2.61% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
123,079
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
122,326
shares
|
$2.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
119,769
shares
|
$2.51 Million
0.51% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
119,601
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
American Beacon Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
117,121
shares
|
$2.45 Million
41.35% of portfolio
|
Q3 2025
Reduced 51.5%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
116,215
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
113,667
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
112,080
shares
|
$2.35 Million
1.54% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
111,680
shares
|
$2.34 Million
1.09% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
111,217
shares
|
$2.33 Million
0.46% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
110,299
shares
|
$2.31 Million
0.95% of portfolio
|
Q3 2025
Added 14.91%
|
|