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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 %
HIM
276
Hillsdale Investment Management
Ontario, Canada
$434K +$79.2K +3,860 +22%
CRC
277
Curi RMB Capital
Illinois
$431K +$431K +20,971 New
CIAS
278
Capital Investment Advisory Services
North Carolina
$430K -$64.1K -3,123 -13%
V
279
ValueWorks
New York
$411K +$206K +10,000 +100%
CP
280
Cumberland Partners
Ontario, Canada
$411K -$88.3K -4,300 -18%
OMC
281
Overbrook Management Corp
New York
$399K -$180K -8,763 -31%
CS
282
Comerica Securities
Michigan
$393K -$2.31M -112,284 -85%
FIM
283
Fernwood Investment Management
Massachusetts
$386K – – –
CA
284
Calton & Associates
Florida
$385K +$102K +4,957 +36%
DB
285
Dravo Bay
Delaware
$381K +$16.7K +813 +5%
MCM
286
Mainstay Capital Management
Michigan
$374K -$6.65K -324 -2%
WP
287
WealthShield Partners
North Carolina
$374K – – –
PTC
288
Private Trust Company
Ohio
$369K +$23.2K +1,131 +7%
HighTower Advisors
289
HighTower Advisors
Illinois
$368K -$111K -5,363 -23%
LA
290
Latitude Advisors
Florida
$357K +$153K +7,445 +75%
SAM
291
SignalPoint Asset Management
Missouri
$353K +$4.97K +242 +1%
WWM
292
Western Wealth Management
Colorado
$341K +$341K +16,607 New
WB
293
WesBanco Bank
West Virginia
$339K +$185 +9 +0.1%
Jane Street
294
Jane Street
New York
$334K -$5.78M -281,510 -95%
JWCA
295
J.W. Cole Advisors
Florida
$332K +$10.8K +526 +3%
SAG
296
SageView Advisory Group
California
$326K +$326K +15,855 New
FPAS
297
Focus Partners Advisor Solutions
Missouri
$320K +$320K +15,580 New
BAM
298
Belpointe Asset Management
Nevada
$315K -$1.87M -91,133 -86%
SWM
299
Spire Wealth Management
Virginia
$314K +$97.2K +4,737 +45%
HH
300
Hilltop Holdings
Texas
$309K -$382K -18,612 -55%
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