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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
+$85.9M
4
ACM
Advisors Capital Management
New Jersey
+$46.2M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$44.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.5M
2
PFO
Pathstone Family Office
New Jersey
-$82.4M
3
DADC
D.A. Davidson & Co
Montana
-$67.2M
4
Morgan Stanley
Morgan Stanley
New York
-$64.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$557K +$168K +8,189 +43%
NGA
252
Naples Global Advisors
Florida
$553K +$57K +2,775 +11%
LAM
253
LifePro Asset Management
California
$551K +$551K +26,828 New
SCI
254
Stableford Capital II
Arizona
$542K -$24.7K -1,175 -4%
RSA
255
River Street Advisors
Illinois
$531K +$531K +25,888 New
MC
256
Moors & Cabot
Massachusetts
$525K -$55.2K -2,687 -10%
SFP
257
Sweet Financial Partners
Minnesota
$511K +$110K +5,371 +27%
NL
258
NWAM LLC
Washington
$511K +$40.9K +1,991 +9%
Renaissance Technologies
259
Renaissance Technologies
New York
$509K +$509K +24,800 New
AWM
260
Apollon Wealth Management
South Carolina
$503K +$267 +13 +0.1%
SBL
261
Sargent Bickham Lagudis
Colorado
$502K +$80.2K +3,906 +19%
SIC
262
Sterling Investment Counsel
New York
$497K -$4.76K -232 -0.9%
DWM
263
Dakota Wealth Management
Florida
$492K -$358K -17,430 -42%
DC
264
Davenport & Co
Virginia
$490K -$16K -777 -3%
DCM
265
Dimension Capital Management
Florida
$489K – – –
WCM
266
Windham Capital Management
Massachusetts
$489K -$3.47M -169,229 -88%
KPWS
267
Kestra Private Wealth Services
Texas
$488K -$204K -9,949 -30%
MCM
268
Moore Capital Management
New York
$487K +$487K +23,720 New
UAS
269
United Asset Strategies
New York
$485K -$385K -18,734 -44%
OWA
270
Opal Wealth Advisors
New York
$476K -$2.12M -103,352 -82%
WCF
271
West Coast Financial
California
$476K +$1.75K +85 +0.4%
MA
272
Mutual Advisors
Nebraska
$469K -$48.8K -2,376 -9%
RIG
273
RiverFront Investment Group
Virginia
$467K +$467K +22,743 New
NA
274
NewEdge Advisors
Louisiana
$442K -$96.7K -7,570 -18%
HT
275
Headlands Technologies
Illinois
$436K +$436K +21,232 New
9 10
11
12 13