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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

429 hedge funds and large institutions have $3.87B invested in Invesco Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+47
Holders Change %
+12.3%
% of All Funds
6.92%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.34%
New
93
Increased
118
Reduced
164
Closed
41
Calls
$4.93M
Puts
$534M
Net Calls
-$529M
Net Calls Change
+$43.6M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$246M
2
OPAM
Ocean Park Asset Management
California
$165M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88M
4
ACM
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.8M
2
PFO
Pathstone Family Office
New Jersey
$0
3
DADC
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
226
Main Management
California
$821K -$927K -45,155 -53%
FHA
227
Flagship Harbor Advisors
Massachusetts
$809K -$17.4K -846 -2%
CB
228
Commerce Bank
Missouri
$791K +$149K +7,255 +23%
IWN
229
Independent Wealth Network
Iowa
$780K -$4.27K -208 -0.5%
CFGF
230
Compass Financial Group (Florida)
Florida
$759K +$759K +36,949 New
FCCM
231
First City Capital Management
Georgia
$746K -$12.7K -620 -2%
CA
232
CoreCap Advisors
Michigan
$737K +$737K +35,921 New
LL
233
LWMG LLC
Minnesota
$737K +$737K +35,875 New
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$732K -$65.6K -3,194 -8%
GCP
235
Gill Capital Partners
Colorado
$706K – – –
CIS
236
Continental Investors Services
Washington
$702K -$2.61K -127 -0.4%
HWM
237
HB Wealth Management
Georgia
$644K +$644K +31,356 New
PA
238
Pinnacle Associates
New York
$641K – – –
CA
239
Cetera Advisors
Colorado
$629K +$260K +12,642 +70%
LWM
240
LJI Wealth Management
Indiana
$625K +$625K +30,447 New
SFS
241
Sowell Financial Services
Arkansas
$616K +$322K +15,664 +109%
SB
242
Strategic Blueprint
Georgia
$613K -$13.2K -644 -2%
BRWA
243
B. Riley Wealth Advisors
Florida
$601K -$142K -6,897 -19%
OIA
244
Optimum Investment Advisors
Illinois
$598K – – –
WCM
245
Wealthcare Capital Management
Virginia
$591K -$20.6K -1,005 -3%
JWS
246
Juncture Wealth Strategies
Arizona
$582K +$167K +8,147 +40%
RA
247
Riversedge Advisors
Delaware
$581K -$39.7K -1,935 -6%
CFGS
248
Concourse Financial Group Securities
Alabama
$576K -$30.1K -1,466 -5%
EC
249
Estate Counselors
Wisconsin
$560K +$534K +26,000 +2,008%
TIM
250
Thornburg Investment Management
New Mexico
$560K – – –
8 9
10
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