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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.3M
2
JPG
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
251
NewEdge Wealth
Pennsylvania
$704K +$704K +31,871 New
WF
252
Welch & Forbes
Massachusetts
$700K -$132K -6,000 -16%
ATPW
253
Ashton Thomas Private Wealth
Arizona
$693K +$693K +31,351 New
Wolverine Trading
254
Wolverine Trading
Illinois
$666K -$1.33M -60,378 -67%
MWA
255
Martel Wealth Advisors
Washington
$660K -$10.8K -486 -2%
N
256
Natixis
France
$659K +$5.02K +227 +0.8%
OIA
257
Optimum Investment Advisors
Illinois
$643K -$22.1K -1,000 -3%
PWM
258
Paulson Wealth Management
Illinois
$640K +$640K +28,941 New
MOS
259
MGO One Seven
Ohio
$631K +$188K +8,530 +43%
BRWA
260
B. Riley Wealth Advisors
Florida
$625K -$14.4K -651 -2%
FA
261
FC Advisory
Pennsylvania
$622K +$121K +5,465 +24%
ACA
262
Atlas Capital Advisors
Wyoming
$621K – – –
Verition Fund Management
263
Verition Fund Management
Connecticut
$612K -$823K -37,233 -57%
CP
264
Cumberland Partners
Ontario, Canada
$599K – – –
NL
265
NWAM LLC
Washington
$595K +$1.97K +89 +0.3%
VCA
266
Verdence Capital Advisors
Maryland
$595K +$2.63K +119 +0.4%
WCF
267
West Coast Financial
California
$566K +$18.9K +854 +3%
MC
268
Moors & Cabot
Massachusetts
$565K -$44.4K -2,011 -7%
MA
269
Mutual Advisors
Nebraska
$565K +$75.2K +3,405 +15%
WPC
270
Waters Parkerson & Co
Louisiana
$564K – – –
WCM
271
Wealthcare Capital Management
Virginia
$561K +$114K +5,166 +26%
Prudential Financial
272
Prudential Financial
New Jersey
$560K +$72.2K +3,267 +15%
DTC
273
Davidson Trust Company
Washington
$554K +$31.7K +1,436 +6%
CIAS
274
Capital Investment Advisory Services
North Carolina
$552K +$1.79K +81 +0.3%
SIC
275
Sterling Investment Counsel
New York
$551K +$551K +24,947 New
9 10
11
12 13