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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.68B invested in Invesco Senior Loan ETF in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+15
Holders Change %
+4.12%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
56
Increased
188
Reduced
83
Closed
34
Calls
$33.5M
Puts
$302M
Net Calls
-$268M
Net Calls Change
-$13M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$293M
2
SCM
SCS Capital Management
Massachusetts
$177M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$305M
4
BlackRock
BlackRock
New York
$231M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$116M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
KKRC
Kohlberg Kravis Roberts & Co
New York
$0
3
PWAG
Polaris Wealth Advisory Group
California
$0
4
SLI
Sumitomo Life Insurance
Japan
$0
5
GC
Guggenheim Capital
Illinois
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
226
NWAM LLC
Washington
$601K -$112K -5,049 -16%
CP
227
Cumberland Partners
Ontario, Canada
$600K -$994K -44,900 -62%
RA
228
Riversedge Advisors
Delaware
$590K +$29.3K +1,320 +5%
AA
229
AlphaMark Advisors
Kentucky
$581K +$173K +7,800 +42%
Lazard Asset Management
230
Lazard Asset Management
New York
$553K – – –
Creative Planning
231
Creative Planning
Kansas
$550K +$550K +24,835 New
WCF
232
West Coast Financial
California
$547K -$9.3K -420 -2%
CIAS
233
Capital Investment Advisory Services
North Carolina
$543K +$1.42K +64 +0.3%
DCM
234
Dimension Capital Management
Florida
$527K – – –
AIM
235
Arcadia Investment Management
Michigan
$521K – – –
H
236
Hexavest
Quebec, Canada
$503K – – –
SFS
237
Sowell Financial Services
Arkansas
$503K +$40.2K +1,814 +9%
DTC
238
Davidson Trust Company
Washington
$502K +$109K +4,898 +28%
BCA
239
Bay Colony Advisors
Massachusetts
$496K +$496K +22,377 New
CFO
240
Collective Family Office
Pennsylvania
$487K – – –
NW
241
NewEdge Wealth
Pennsylvania
$483K -$4.27M -193,014 -90%
FIM
242
Fernwood Investment Management
Massachusetts
$483K – – –
EVM
243
Eaton Vance Management
Massachusetts
$482K -$28K -1,267 -5%
CB
244
Commerce Bank
Missouri
$466K +$3.74K +169 +0.8%
WPC
245
Waters Parkerson & Co
Louisiana
$465K – – –
AA
246
AlphaCentric Advisors
Puerto Rico
$465K +$38.6K +1,742 +9%
MOS
247
MGO One Seven
Ohio
$465K +$155K +7,009 +50%
M&T Bank
248
M&T Bank
New York
$456K +$113K +5,094 +33%
IWM
249
IHT Wealth Management
Illinois
$442K +$199 +9 +0%
WCM
250
Wealthcare Capital Management
Virginia
$423K -$3.04K -137 -0.7%
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