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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 %
DB
251
Dravo Bay
Delaware
$358K -$8.44K -418 -2%
CFO
252
Collective Family Office
Pennsylvania
$351K -$117K -5,800 -25%
HIM
253
Hillsdale Investment Management
Ontario, Canada
$348K -$43.1K -2,140 -11%
AF
254
Allworth Financial
California
$347K +$154K +7,601 +79%
SAM
255
SignalPoint Asset Management
Missouri
$342K -$3.33K -165 -1%
PTC
256
Private Trust Company
Ohio
$340K -$44.1K -2,180 -11%
Citadel Advisors
257
Citadel Advisors
Florida
$340K +$89.9K +4,451 +36%
CG
258
Colony Group
Massachusetts
$334K -$7.56M -374,927 -96%
WB
259
WesBanco Bank
West Virginia
$334K -$3.8M -187,813 -92%
JWCA
260
J.W. Cole Advisors
Florida
$316K +$18.3K +909 +6%
EWM
261
Elmwood Wealth Management
California
$316K +$22.8K +1,129 +8%
FAG
262
Fortitude Advisory Group
Washington
$313K -$39.2K -1,944 -11%
TPCW
263
TD Private Client Wealth
New York
$300K -$133K -6,582 -31%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$299K -$4.79K -238 -2%
BWFA
265
Baltimore-Washington Financial Advisors
Maryland
$295K +$295K +1,466 New
AWM
266
Aprio Wealth Management
Georgia
$291K -$39.5K -1,955 -12%
SFS
267
Sowell Financial Services
Arkansas
$290K +$290K +14,347 New
HCA
268
Harbour Capital Advisors
Virginia
$285K -$53.1K -2,585 -16%
CA
269
Calton & Associates
Florida
$278K +$1.13K +56 +0.4%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$277K -$5.87K -285 -2%
BF
271
BOK Financial
Oklahoma
$273K +$273K +13,528 New
LMKC
272
L.M. Kohn & Company
Ohio
$269K – – –
CIP
273
Capital Insight Partners
Arizona
$269K – – –
RRWA
274
Rainey & Randall Wealth Advisors
Florida
$263K +$263K +13,038 New
4FG
275
4Thought Financial Group
New York
$255K -$2.56K -127 -1%
9 10
11
12 13