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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

309 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
6.35%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
50
Increased
89
Reduced
117
Closed
67
Calls
$24M
Puts
$435M
Net Calls
-$411M
Net Calls Change
-$44.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
2
Goldman Sachs
Goldman Sachs
New York
$291M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.4M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
5
PWAG
Polaris Wealth Advisory Group
California
$51.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$63.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$0
3
EVM
Eaton Vance Management
Massachusetts
$696K
4
Bank of America
Bank of America
North Carolina
$55.4M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
226
Horan Securities
United States
$234K -$7.68K -359 -3%
FFN
227
Focus Financial Network
Minnesota
$230K +$1.24K +58 +0.5%
AIP
228
Ahrens Investment Partners
Louisiana
$229K – – –
GAMC
229
Garner Asset Management Corp
Texas
$225K +$15.6K +733 +7%
RFC
230
Regions Financial Corp
Alabama
$217K – – –
FA
231
FC Advisory
Pennsylvania
$215K +$1.9K +89 +0.9%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$214K – – –
IFA
233
Interactive Financial Advisors
Illinois
$212K +$212K +9,912 New
IWS
234
Insight Wealth Strategies
California
$210K +$210K +9,850 New
JCM
235
Jacobi Capital Management
Pennsylvania
$208K -$5.48K -257 -3%
IHL
236
Investment House LLC
California
$208K +$208K +9,720 New
CG
237
Colony Group
Massachusetts
$205K -$254K -11,902 -55%
CAM
238
Cresset Asset Management
Illinois
$203K +$203K +9,511 New
GWM
239
Geneos Wealth Management
Colorado
$197K -$8.46K -400 -4%
CG
240
Cutler Group
California
$187K +$187K +8,770 New
MD
241
Money Design
Japan
$177K -$135K -6,338 -43%
CFGS
242
Concourse Financial Group Securities
Alabama
$162K +$13.5K +633 +9%
SPIA
243
Steward Partners Investment Advisory
New York
$161K +$7.66K +358 +5%
PBF
244
Petix & Botte Financial
California
$160K +$160K +14,840 New
FHA
245
First Horizon Advisors
Tennessee
$159K +$111K +5,205 +228%
NG
246
NWK Group
California
$128K +$877 +41 +0.7%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$117K +$23.5K +1,098 +25%
ME
248
McIlrath & Eck
Washington
$106K – – –
GC
249
Grace Capital
Massachusetts
$98K -$632K -29,601 -87%
GRP
250
Global Retirement Partners
California
$96K -$128K -6,009 -57%
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