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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

438 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 160 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+57
Holders Change %
+14.96%
% of All Funds
6.76%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
96
Increased
160
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$177M
2
SLI
2
Sumitomo Life Insurance
Japan
$60.1M
3
ACG
3
Arch Capital Group
Bermuda
$180M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$48.6M
5
IA
5
IndexIQ Advisors
New York
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.3M
2
JPG
2
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$966K +$74.6K +3,345 +8%
AWA
227
Aletheian Wealth Advisors
Washington
$925K +$925K +41,839 New
AssetMark Inc
228
AssetMark Inc
California
$913K +$913K +41,308 +2,065,400%
OWA
229
Opal Wealth Advisors
New York
$908K +$908K +41,091 New
SWA
230
Stratos Wealth Advisors
Ohio
$906K -$563K -25,445 -38%
TPCW
231
TD Private Client Wealth
New York
$890K +$417K +18,889 +88%
BCM
232
Bluefin Capital Management
New York
$879K +$879K +39,766 New
FCCM
233
First City Capital Management
Georgia
$870K -$75.1K -3,410 -8%
UCFA
234
United Capital Financial Advisors
Texas
$854K +$18.5K +836 +2%
WS
235
Wedbush Securities
California
$822K -$31.8K -1,438 -4%
TCMP
236
Thrive Capital Management (Pennsylvania)
Pennsylvania
$811K -$385K -17,402 -32%
AA
237
AlphaMark Advisors
Kentucky
$809K +$263K +11,900 +48%
KCM
238
Kennicott Capital Management
California
$809K +$551K +24,922 +214%
IWN
239
Independent Wealth Network
Iowa
$795K +$6.25K +283 +0.8%
WB
240
WesBanco Bank
West Virginia
$791K +$526K +23,800 +198%
RA
241
Riversedge Advisors
Delaware
$788K +$143K +6,457 +22%
SCM
242
Sandler Capital Management
New York
$774K +$387K +17,500 +100%
AWM
243
Axxcess Wealth Management
California
$774K +$774K +35,019 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$765K +$330K +14,927 +76%
GCP
245
Gill Capital Partners
Colorado
$762K – – –
DC
246
Davenport & Co
Virginia
$759K -$271K -12,263 -26%
CIS
247
Continental Investors Services
Washington
$753K +$753K +34,574 New
IFA
248
Interactive Financial Advisors
Illinois
$752K +$189K +8,533 +33%
OMC
249
Overbrook Management Corp
New York
$735K -$60.9K -2,756 -8%
KPWS
250
Kestra Private Wealth Services
Texas
$723K -$315K -14,250 -30%
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10
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