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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

382 hedge funds and large institutions have $3.22B invested in Invesco Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 173 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-23
Holders Change %
-5.68%
% of All Funds
6.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
36
Increased
114
Reduced
173
Closed
55
Calls
$48.3M
Puts
$621M
Net Calls
-$573M
Net Calls Change
+$880M

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$143M
2
PFO
Pathstone Family Office
New Jersey
$82.4M
3
Barclays
Barclays
United Kingdom
$57.2M
4
CW
Connectus Wealth
Ohio
$30.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
2
Goldman Sachs
Goldman Sachs
New York
$132M
3
Morgan Stanley
Morgan Stanley
New York
$204M
4
BCC
Bain Capital Credit
Massachusetts
$0
5
BlackRock
BlackRock
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
226
Davenport & Co
Virginia
$497K -$30.3K -1,502 -6%
AWM
227
Apollon Wealth Management
South Carolina
$495K +$242K +11,993 +96%
SIC
228
Sterling Investment Counsel
New York
$493K +$15.8K +781 +3%
CP
229
Cumberland Partners
Ontario, Canada
$491K -$56.6K -2,800 -10%
NGA
230
Naples Global Advisors
Florida
$488K +$10.6K +525 +2%
CIAS
231
Capital Investment Advisory Services
North Carolina
$486K +$13.6K +672 +3%
DCM
232
Dimension Capital Management
Florida
$481K – – –
HighTower Advisors
233
HighTower Advisors
Illinois
$471K -$20.6K -1,013 -4%
WCF
234
West Coast Financial
California
$466K -$39.4K -1,952 -8%
NL
235
NWAM LLC
Washington
$463K -$18.4K -911 -4%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$451K – – –
CAM
237
Cresset Asset Management
Illinois
$439K -$29K -1,434 -6%
MWA
238
Martel Wealth Advisors
Washington
$434K -$121K -5,785 -22%
APA
239
American Portfolios Advisors
New York
$415K -$1.19M -59,000 -74%
SBL
240
Sargent Bickham Lagudis
Colorado
$415K +$283K +13,999 +213%
JWS
241
Juncture Wealth Strategies
Arizona
$408K +$408K +20,199 New
SFP
242
Sweet Financial Partners
Minnesota
$395K -$602K -29,785 -60%
GRP
243
Global Retirement Partners
California
$392K +$332K +16,024 +552%
FIM
244
Fernwood Investment Management
Massachusetts
$380K – – –
NONA
245
Ninety One North America
New York
$376K +$376K +18,600 New
MCM
246
Mainstay Capital Management
Michigan
$375K +$50.8K +2,511 +16%
Creative Planning
247
Creative Planning
Kansas
$374K +$7.11K +352 +2%
WP
248
WealthShield Partners
North Carolina
$367K +$7.65K +379 +2%
CA
249
Continuum Advisory
Idaho
$365K -$2.01M -99,375 -85%
CA
250
Cetera Advisors
Colorado
$363K +$53K +2,629 +17%
8 9
10
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