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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

364 hedge funds and large institutions have $5B invested in Invesco Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
76
Increased
158
Reduced
76
Closed
41
Calls
$60.5M
Puts
$316M
Net Calls
-$255M
Net Calls Change
-$17.3M

Top Buyers

1
Jane Street
1
Jane Street
New York
$368M
2
Franklin Resources
2
Franklin Resources
California
$208M
3
Invesco
3
Invesco
Georgia
$207M
4
BCC
4
Bain Capital Credit
Massachusetts
$108M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$118M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$902K
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$17.8M
3
Citigroup
3
Citigroup
New York
$21.1M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
251
Hillsdale Investment Management
Ontario, Canada
$374K -$137K -6,200 -27%
Wolverine Trading
252
Wolverine Trading
Illinois
$364K -$8.25K -373 -2%
NFG
253
Next Financial Group
Texas
$362K +$5.44K +246 +2%
KWA
254
KCS Wealth Advisory
California
$359K +$26.6K +1,202 +8%
HSA
255
HBK Sorce Advisory
Pennsylvania
$357K – – –
CF
256
Centaurus Financial
California
$353K +$353K +15,968 New
LFAS
257
Level Four Advisory Services
Texas
$351K +$351K +15,868 New
M&T Bank
258
M&T Bank
New York
$343K -$405K -18,327 -54%
GGS
259
Galvin Gaustad & Stein
Arizona
$338K -$15.4K -696 -4%
KCM
260
Kennicott Capital Management
California
$333K +$333K +15,069 New
QFA
261
Quattro Financial Advisors
Texas
$327K -$274K -12,372 -46%
FAIM
262
Financial Advocates Investment Management
Washington
$324K -$59.9K -2,708 -16%
KWM
263
Kingsview Wealth Management
Oregon
$321K +$38.9K +1,757 +14%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$316K -$5.92M -265,966 -95%
SCA
265
Snowden Capital Advisors
New York
$313K +$55.3K +2,501 +22%
SC
266
Sierra Capital
Florida
$309K +$309K +13,945 New
MOS
267
MGO One Seven
Ohio
$309K +$309K +13,997 New
VCM
268
Virtue Capital Management
Tennessee
$303K -$296K -13,400 -49%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$292K +$292K +13,147 New
GWM
270
Greenwich Wealth Management
Connecticut
$289K +$27.6K +1,248 +11%
CG
271
Cutler Group
California
$288K +$288K +13,043 New
TPCW
272
TD Private Client Wealth
New York
$288K -$219K -9,900 -43%
NEAM
273
New England Asset Management
Connecticut
$285K – – –
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$5.14K -232 -2%
4FG
275
4Thought Financial Group
New York
$283K +$283K +12,778 New
9 10
11
12 13