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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 %
AWA
276
Arete Wealth Advisors
Illinois
$250K +$30.6K +1,516 +14%
AL
277
Aspiriant LLC
California
$234K -$90K -4,450 -28%
FNBOSM
278
First National Bank of South Miami
Florida
$234K -$34.7K -1,720 -13%
MA
279
MJP Associates
Connecticut
$222K +$4.16K +206 +2%
OC
280
Oppenheimer & Co
New York
$221K +$11.3K +560 +5%
1IA
281
1620 Investment Advisors
Massachusetts
$217K +$14.1K +700 +7%
SG
282
StoneX Group
New York
$216K -$210K -10,410 -49%
TCMP
283
Thrive Capital Management (Pennsylvania)
Pennsylvania
$214K -$174K -8,618 -45%
SWM
284
Spire Wealth Management
Virginia
$213K -$124K -6,147 -37%
BA
285
Bridgewater Advisors
New York
$209K -$166K -8,240 -44%
GWM
286
Greenwich Wealth Management
Connecticut
$209K -$6.06K -300 -3%
WA
287
Waddell & Associates
Tennessee
$208K -$313K -15,470 -60%
VCA
288
Verdence Capital Advisors
Maryland
$206K – – –
FF
289
Friedenthal Financial
New Jersey
$205K -$344 -17 -0.2%
V
290
ValueWorks
New York
$202K – – –
MLA
291
My Legacy Advisors
Oregon
$201K -$143K -6,965 -42%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$201K – – –
LA
293
Latitude Advisors
Florida
$200K -$20.8K -1,032 -9%
HIC
294
Hartline Investment Corp
Illinois
$200K +$200K +9,921 New
HSA
295
HBK Sorce Advisory
Pennsylvania
$199K -$4.8K -377 -2%
SC
296
Solstein Capital
California
$193K -$4.21K -209 -2%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$192K -$52.8K -2,613 -22%
Bessemer Group
298
Bessemer Group
New Jersey
$189K – – –
AIP
299
Ameritas Investment Partners
Nebraska
$174K +$5.49K +274 +3%
AIM
300
Arcadia Investment Management
Michigan
$151K – – –
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