Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (BKLN)

483 + Investors. Track Smart Money conviction in BKLN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BKLN

Based on 481 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BKLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
481 funds currently hold this stock — 93% of the 3.0-year high of 515 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
29 fewer hedge funds hold BKLN compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

273 buying220 selling
Last quarter: 273 funds bought or added vs 220 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new BKLN position: 84 → 63 → 49 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 26% medium ■ 14% new
292 out of 481 hedge funds have held BKLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +22% but shares only +5% — price-driven

Value
+22%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

94 → 84 → 63 → 49 → 64 new funds/Q
New funds entering each quarter: 84 → 63 → 49 → 64. BKLN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 23% new
Of 483 current holders: 307 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds
26 of 481 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in BKLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BKLN

How many hedge funds hold BKLN — quarterly history vs. share price
Quarterly hedge fund ownership of BKLN vs. share price

Market Analysis: BKLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKLN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 8 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: BKLN
2026 Q1 Stats Unlock in 21 days 483 + Investors

Track Smart Money conviction in BKLN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 483 484 -0.21%
13F Shares 284M 270M 5.21%
Total Value $68.51B $55.97B 22.42%
New Positions 64 49 +15
Increased Positions 211 215 -4
Closed Positions 63 69 -6
Reduced Positions 159 149 +10
Total Calls 1 0 100%
Total Puts 4 8 -50.0%
PUT/CALL Ratio 4.0 0.0 Bearish

Statistics: BKLN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

483 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKLN. Verified SEC 13F-HR filings.

Top 25 institutional holders of BKLN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRONWOOD WEALTH MANAGEMENT, INC. 10.79% 1,170,929 $24.1M
2 RFG HOLDINGS, INC. 3.93% 763,745 $15.6M
3 TigerOak Management, L.L.C. 2.03% 315,410 $6.4M
4 Fortitude Family Office, LLC 1.92% 421,787 $8.6M
5 Bay Capital Advisors, LLC 1.91% 151,685 $3.1M
6 TI-TRUST, INC 1.90% 156,536 $3.2M
7 Navigation Wealth Management, Inc. 1.83% 24,891 $508K
8 Mechanics Bank Trust Department 1.73% 612,847 $12.5M
9 Transcendent Capital Group LLC 1.68% 180,941 $3.7M
10 Matthew Goff Investment Advisor, LLC 1.42% 416,009 $8.5M
11 Horizon Wealth Management, LLC 1.37% 457,808 $9.3M
12 Oasis Advisors, LLC 1.04% 93,403 $2.0M
13 Auour Investments LLC 0.93% 144,519 $2.9M
14 Aletheian Wealth Advisors LLC 0.84% 84,709 $1.7M
15 WT Wealth Management 0.84% 137,770 $2.8M
16 FORM Wealth Advisors, LLC 0.75% 313,227 $6.4M
17 Old Port Advisors 0.70% 148,847 $3.0M
18 Asset Allocation Strategies LLC 0.64% 177,183 $3.6M
19 Eagle Bay Advisors LLC 0.56% 31,307 $639K
20 PEDDOCK CAPITAL ADVISORS, LLC 0.55% 122,638 $2.5M
21 4Thought Financial Group Inc. 0.54% 53,610 $1.1M
22 REGATTA CAPITAL GROUP, LLC 0.51% 164,845 $3.4M
23 AEGON USA Investment Management, LLC 0.50% 31,500 $643K
24 Tradewinds Capital Management, LLC 0.47% 116,630 $2.4M
25 BENNETT SELBY INVESTMENTS LP 0.44% 62,023 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO EXCH TRADED FD TR II (BKLN)

What does the Smart Money Trend signal show for BKLN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BKLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKLN?

Slight buying edge — 55% buying: Last quarter: 273 funds bought or added vs 220 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKLN holders?

Elite ownership — 94% AUM from top-100 funds: 26 of 481 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in BKLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BKLN?

61% of holders stayed for 2+ years: 292 out of 481 hedge funds have held BKLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.