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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

364 hedge funds and large institutions have $5B invested in Invesco Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
76
Increased
158
Reduced
76
Closed
41
Calls
$60.5M
Puts
$316M
Net Calls
-$255M
Net Calls Change
-$17.3M

Top Buyers

1
Jane Street
1
Jane Street
New York
$368M
2
Franklin Resources
2
Franklin Resources
California
$208M
3
Invesco
3
Invesco
Georgia
$207M
4
BCC
4
Bain Capital Credit
Massachusetts
$108M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$118M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$902K
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$17.8M
3
Citigroup
3
Citigroup
New York
$21.1M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Dimension Capital Management
Florida
$527K +$527K +23,800 New
AIM
227
Arcadia Investment Management
Michigan
$520K – – –
BRWA
228
B. Riley Wealth Advisors
Florida
$520K +$63.3K +2,853 +14%
CAG
229
Curtis Advisory Group
California
$516K +$14.2K +643 +3%
EVM
230
Eaton Vance Management
Massachusetts
$510K -$371K -16,756 -42%
H
231
Hexavest
Quebec, Canada
$503K – – –
CFO
232
Collective Family Office
Pennsylvania
$487K – – –
H
233
HoyleCohen
California
$485K +$66.3K +3,000 +16%
FIM
234
Fernwood Investment Management
Massachusetts
$482K -$218K -9,855 -31%
WPC
235
Waters Parkerson & Co
Louisiana
$465K – – –
SFS
236
Sowell Financial Services
Arkansas
$463K +$422K +19,028 +1,026%
CB
237
Commerce Bank
Missouri
$462K – – –
FAT
238
First American Trust
California
$461K +$461K +20,839 New
SM
239
SG3 Management
Puerto Rico
$443K – – –
IWM
240
IHT Wealth Management
Illinois
$441K +$2.32K +105 +0.5%
AA
241
AlphaCentric Advisors
Puerto Rico
$426K +$39.9K +1,802 +10%
WCM
242
Wealthcare Capital Management
Virginia
$425K +$105K +4,759 +33%
OFW
243
Omnia Family Wealth
Florida
$420K +$420K +19,000 New
TIM
244
Thornburg Investment Management
New Mexico
$419K – – –
FA
245
FC Advisory
Pennsylvania
$418K +$13.1K +593 +3%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$412K -$24.9K -1,124 -6%
AA
247
AlphaMark Advisors
Kentucky
$408K +$399K +18,000 +4,337%
DTC
248
Davidson Trust Company
Washington
$392K +$6.47K +293 +2%
SAM
249
SignalPoint Asset Management
Missouri
$382K +$2.59K +117 +0.7%
GEM
250
Global Endowment Management
North Carolina
$376K +$376K +17,000 New
8 9
10
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