HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND BKLN — INVESCO EXCHANGE-TRADED FD T

Ownership history in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND  ·  9 quarters on record

AI Ownership Summary

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported INVESCO EXCHANGE-TRADED FD T (BKLN) in 9 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.15% in 2025 Q4. The latest visible filing shows BKLN at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's position in INVESCO EXCHANGE-TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BKLN was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND held BKLN — position size vs. price
% of Fund (quarterly)    BKLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 32,787,987 +3,776,000 +13.0% 1.15% $688.5M 2026-02-13 $19.79
2025 Q3 ADDED — — — 29,011,987 +6,145,000 +26.9% 1.10% $607.2M 2025-11-13 $19.77
2025 Q2 ADDED — — — 22,866,987 +117,000 +0.5% 0.93% $478.4M 2025-08-13 $19.45
2025 Q1 UNCHANGED — — — 22,749,987 — 0% 1.00% $470.9M 2025-05-14 $19.11
2024 Q4 ADDED — — — 22,749,987 +6,250,000 +37.9% 1.01% $479.3M 2025-02-14 $18.85
2024 Q3 ADDED — — — 16,499,987 +16,036,087 +3456.8% 0.82% $346.7M 2024-11-13 $18.60
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND and BKLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported owning BKLN?

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported BKLN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BKLN position in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's portfolio?

The largest reported portfolio weight for BKLN was 1.15% in 2025 Q4.

What is the latest reported BKLN position on this page?

The most recent filing on this page is 2025 Q4, when HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported 32,787,987 shares, equal to 1.15% of portfolio, with an estimated market value of $688.5M.

What does the chart on this BKLN ownership page compare?

The chart compares HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's quarterly BKLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND time their BKLN position?

Based on 13F filing dates vs. subsequent BKLN price moves, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BKLN relative to SPY over the holding period was -11.5%.

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