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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

309 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
6.35%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
50
Increased
89
Reduced
117
Closed
67
Calls
$24M
Puts
$435M
Net Calls
-$411M
Net Calls Change
-$44.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
2
Goldman Sachs
Goldman Sachs
New York
$291M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.4M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
5
PWAG
Polaris Wealth Advisory Group
California
$51.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$63.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$0
3
EVM
Eaton Vance Management
Massachusetts
$696K
4
Bank of America
Bank of America
North Carolina
$55.4M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$94K -$35.2K -1,653 -27%
WR
252
Watson Rebecca
$92K +$92K +4,327 New
IA
253
IFP Advisors
Florida
$83K +$15.3K +801 +23%
William Blair & Company
254
William Blair & Company
Illinois
$80K -$19.1K -889 -19%
WEC
255
Winslow Evans & Crocker
Massachusetts
$71K -$13.3K -627 -16%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$1.09K -51 -2%
KPW
257
Kore Private Wealth
New York
$69K – – –
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$69K – – –
FRA
259
Front Row Advisors
California
$69K – – –
AIP
260
Ameritas Investment Partners
Nebraska
$68K +$27.3K +1,290 +67%
IWMA
261
Ironwood Wealth Management (Arizona)
Arizona
$65K +$64.8K +3,034 +33,711%
S
262
SignatureFD
Georgia
$64K – – –
PFO
263
Pathstone Family Office
New Jersey
$56K – – –
MWP
264
Meridian Wealth Partners
Pennsylvania
$55K -$16.2K -750 -23%
AA
265
AlphaCentric Advisors
Puerto Rico
$54K +$54K +2,528 New
GEA
266
Glen Eagle Advisors
New Jersey
$49.1K – – –
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.4K – – –
CHA
268
Carmichael Hill & Associates
Maryland
$47K -$21.6K -1,000 -31%
CAC
269
Certified Advisory Corp
Florida
$46K +$431 +20 +0.9%
SFS
270
Sowell Financial Services
Arkansas
$38K -$14.1K -668 -27%
OC
271
Oakworth Capital
Alabama
$36K +$36K +1,686 New
CWA
272
Core Wealth Advisors
Florida
$34K – – –
SF
273
Synovus Financial
Georgia
$32K -$184K -8,681 -85%
BWA
274
Burt Wealth Advisors
Maryland
$30K – – –
RG
275
Retirement Group
California
$25K +$25K +1,177 New
9 10
11
12 13