Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (BKLN)

503 + 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
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — BKLN

Based on 516 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
516 hedge funds hold BKLN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BKLN is almost the same as a year ago (-7 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

268 buying249 selling
Last quarter: 268 funds bought or added vs 249 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.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 68 → 92 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
320 out of 516 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.
📈

Growing discovery — still being found

71 → 53 → 68 → 92 → 68 new funds/Q
New funds entering each quarter: 53 → 68 → 92 → 68. A growing number of institutions are discovering BKLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 18% newcomers

■ 66% veterans ■ 16% 1-2yr ■ 18% new
Entry-cohort mix of 528 holders: 350 (66%) are 2+ year veterans, 83 entered 1–2 years ago, and 95 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
40 of 504 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — BKLN

In 2026 Q2, 268 hedge funds were net buyers of BKLN (68 opened a new position, 200 added to an existing one), while 249 reduced or exited (181 trimmed, 68 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 46% of total institutional value in BKLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 516.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 10 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: BKLN
503 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 503 516 -2.52%
13F Shares 338M 348M -2.73%
Total Value $6.64B $6.92B -4.04%
New Positions 68 92 -24
Increased Positions 193 159 +34
Closed Positions 69 78 -9
Reduced Positions 177 197 -20
Total Calls 4 7 -42.86%
Total Puts 19 25 -24.0%
PUT/CALL Ratio 4.75 3.57 Bearish

Statistics: BKLN

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Institutional Holders (2026 Q2)

503 + investors

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

QUARTER:
Top 25 BKLN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ppm America Inc/Il 48.68% 360,000 $7.3M
2 Angel Oak Capital Advisors, LLC 45.92% 1,787,193 $36.4M
3 Aristotle Pacific Capital, LLC 26.20% 2,714,072 $55.1M
4 Bain Capital Credit, LP 21.99% 3,971,884 $80.9M
5 CNO Financial Group, Inc. 20.34% 1,743,750 $35.5M
6 American Beacon Advisors, Inc. 18.68% 126,700 $2.6M
7 EMG Holdings, L.P. 13.74% 844,400 $17.2M
8 Ironwood Wealth Management, INC. 10.91% 1,262,833 $25.8M
9 DSC Meridian Capital LP 10.17% 2,132,742 $43.4M
10 Shenkman Capital Management Inc 7.93% 2,753,854 $57.2M
11 One William Street Capital Management, L.P. 6.48% 770,977 $15.7M
12 Donoghue Forlines LLC 5.43% 1,030,334 $21.0M
13 BNP Paribas 5.21% 9,433,095 $192.2M
14 Wellington Grp LLC 5.13% 816,513 $16.7M
15 Ocean Park Asset Management, LLC 5.02% 5,118,118 $104.3M
16 Garda Capital Partners LP 3.49% 490,000 $10.0M
17 Hikari Tsushin, Inc. 3.36% 2,483,848 $50.6M
18 Rfg Holdings, INC. 2.99% 700,110 $14.3M
19 Florin Court Capital LLP 2.63% 79,000 $1.6M
20 Koss-Olinger Consulting, LLC 2.57% 1,639,480 $33.4M
21 Piedmont Capital Management, LLC 2.52% 245,326 $5.0M
22 Investment Management Corp of Ontario 2.36% 9,154,385 $186.5M
23 Endurance Services Ltd 2.32% 743,494 $15.1M
24 Pertento Partners LLP 2.22% 2,025,700 $41.3M
25 Liberty Mutual Group Asset Management Inc. 2.18% 1,225,000 $25.0M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BKLN?

Slight buying edge — 52% buying: Last quarter: 268 funds bought or added vs 249 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 — 46% AUM from top-100 funds: 40 of 504 holders are among the 100 largest funds by AUM, controlling 46% 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?

62% of holders stayed for 2+ years: 320 out of 516 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.

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