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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 %
MA
276
MUFG Americas
New York
$22K -$3.71K -2,600 -14%
CAAS
277
Capital Asset Advisory Services
Michigan
$22K – – –
EDRH
278
Edmond de Rothschild Holding
Switzerland
$22K – – –
AF
279
Advisornet Financial
Minnesota
$21K -$31.1K -1,444 -60%
PCTC
280
Perkins Coie Trust Company
Washington
$19K – – –
PP
281
Pacifica Partners
Canada
$19K – – –
WT
282
Whittier Trust
California
$18K – – –
BAM
283
Barrett Asset Management
New York
$18K +$18K +850 New
PB
284
Pinnacle Bancorp
Nebraska
$16K – – –
HPC
285
HM Payson & Co
Maine
$16K +$16K +760 New
Fidelity Investments
286
Fidelity Investments
Massachusetts
$15K -$7.26K -352 -33%
BFIM
287
Beese Fulmer Investment Management
Ohio
$14K +$14K +675 New
BFEC
288
Benjamin F. Edwards & Company
Missouri
$12K -$64.8K -3,050 -84%
EWM
289
Elmwood Wealth Management
California
$12K +$12K +550 New
CFD
290
Creative Financial Designs
Indiana
$9K -$88.1K -4,042 -91%
AA
291
AlphaMark Advisors
Kentucky
$9K – – –
AIM
292
Anchor Investment Management
South Carolina
$8.54K – – –
SIS
293
Sound Income Strategies
Florida
$6K – – –
LGWM
294
Litman Gregory Wealth Management
California
$6K – – –
JWBC
295
John W. Brooker & Co
California
$5K +$46 +2 +0.9%
PWP
296
Principle Wealth Partners
Connecticut
$4K +$4K +165 New
MA
297
MCF Advisors
Kentucky
$3K -$355K -18,803 -99%
GWMIA
298
Global Wealth Management Investment Advisory
Florida
$3K -$16.8K -689 -85%
SWM
299
Sugarloaf Wealth Management
Georgia
$3K -$1.71K -79 -36%
JFA
300
JNBA Financial Advisors
Minnesota
$3K – – –
10 11
12
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