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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
1
Lord, Abbett & Co
New Jersey
$177M
2
SLI
2
Sumitomo Life Insurance
Japan
$60.1M
3
ACG
3
Arch Capital Group
Bermuda
$180M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$48.6M
5
IA
5
IndexIQ Advisors
New York
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.3M
2
JPG
2
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
276
Clear Harbor Asset Management
Connecticut
$544K -$136K -6,150 -20%
IWC
277
Integrated Wealth Concepts
Massachusetts
$540K -$4.14M -187,424 -88%
FH
278
FWG Holdings
Florida
$529K +$32.8K +1,490 +7%
DCM
279
Dimension Capital Management
Florida
$526K – – –
AIM
280
Arcadia Investment Management
Michigan
$519K – – –
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$514K -$25.2K -1,141 -5%
BHB
282
Bank Hapoalim BM
Israel
$508K -$690K – –
LA
283
Latitude Advisors
Florida
$484K +$145K +6,579 +43%
FIM
284
Fernwood Investment Management
Massachusetts
$482K – – –
WA
285
Waddell & Associates
Tennessee
$480K +$12K +545 +3%
FF
286
Friedenthal Financial
New Jersey
$471K +$471K +21,294 New
CB
287
Commerce Bank
Missouri
$462K +$663 +30 +0.1%
CIP
288
Capital Insight Partners
Arizona
$456K +$54.7K +2,473 +14%
M&T Bank
289
M&T Bank
New York
$455K – – –
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$443K -$5.51M -248,893 -93%
PA
291
Parallel Advisors
California
$438K -$9.55K -432 -2%
WP
292
WealthShield Partners
North Carolina
$430K +$170K +7,684 +65%
SKK
293
Shepherd Kaplan Krochuk
Massachusetts
$412K +$412K +18,650 New
Citadel Advisors
294
Citadel Advisors
Florida
$406K -$14M -632,361 -97%
AWM
295
Apollon Wealth Management
South Carolina
$399K +$399K +18,039 New
KWA
296
KCS Wealth Advisory
California
$397K +$9.87K +446 +3%
FAG
297
Fortitude Advisory Group
Washington
$394K +$394K +17,829 New
NGA
298
Naples Global Advisors
Florida
$393K -$55.2K -2,500 -12%
SWP
299
Stratos Wealth Partners
Ohio
$390K +$390K +17,653 New
DB
300
Dravo Bay
Delaware
$375K +$375K +17,020 New
10 11
12
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