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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

315 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
119
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M

Top Buyers

1
PP
Prudential plc
United Kingdom
$486M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M
3
Bank of America
Bank of America
North Carolina
$108M
4
BCC
Bain Capital Credit
Massachusetts
$35.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$72.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.5M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Goldman Sachs
Goldman Sachs
New York
$229M
5
IA
IndexIQ Advisors
New York
$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$31K +$15.1K +690 +95%
MWP
277
Meridian Wealth Partners
Pennsylvania
$30K -$25.8K -1,180 -46%
BWA
278
Burt Wealth Advisors
Maryland
$30K – – –
RG
279
Retirement Group
California
$28K +$2.21K +101 +9%
WT
280
Washington Trust
Rhode Island
$27K +$27K +1,246 New
EDRH
281
Edmond de Rothschild Holding
Switzerland
$23K – – –
SFS
282
Sowell Financial Services
Arkansas
$21K -$18.4K -840 -47%
AF
283
Advisornet Financial
Minnesota
$21K +$86 +4 +0.4%
PP
284
Pacifica Partners
Canada
$19K – – –
PCTC
285
Perkins Coie Trust Company
Washington
$19K – – –
HPC
286
HM Payson & Co
Maine
$17K – – –
PB
287
Pinnacle Bancorp
Nebraska
$16K – – –
PS
288
Planned Solutions
California
$14K +$14K +658 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$12K – – –
EWM
290
Elmwood Wealth Management
California
$12K – – –
AA
291
AlphaMark Advisors
Kentucky
$9K – – –
AIM
292
Anchor Investment Management
South Carolina
$8.7K – – –
NNP
293
Nachman Norwood & Parrott
South Carolina
$8K +$8K +378 New
CSPIA
294
Cary Street Partners Investment Advisory
Virginia
$8K +$8K +380 New
LGWM
295
Litman Gregory Wealth Management
California
$7K – – –
BFC
296
Bedel Financial Consulting
Indiana
$7K +$7K +341 New
SIS
297
Sound Income Strategies
Florida
$6K – – –
JWBC
298
John W. Brooker & Co
California
$5K +$45 +2 +0.9%
AssetMark Inc
299
AssetMark Inc
California
$3K – – –
JFA
300
JNBA Financial Advisors
Minnesota
$3K – – –
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12
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