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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

381 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
109
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$312M
2
JPG
2
Jordan Park Group
California
$96.9M
3
ACG
3
Arch Capital Group
Bermuda
$125M
4
BlackRock
4
BlackRock
New York
$301M
5
Citigroup
5
Citigroup
New York
$106M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.72M
2
Bank of America
2
Bank of America
North Carolina
$85.7M
3
SCM
3
SCS Capital Management
Massachusetts
$70.4M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$123K
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
301
WesBanco Bank
West Virginia
$265K – – –
ICM
302
Islay Capital Management
Texas
$260K +$238K +10,759 +1,076%
WP
303
WealthShield Partners
North Carolina
$260K +$260K +11,761 New
KCM
304
Kennicott Capital Management
California
$258K -$75.3K -3,405 -23%
AF
305
Allworth Financial
California
$248K +$248K +11,223 New
CW
306
CreativeOne Wealth
Kansas
$246K -$527K -23,783 -68%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$245K -$21.7K -980 -8%
SM
308
SG3 Management
Puerto Rico
$243K -$33.1K -1,500 -12%
CA
309
Cetera Advisors
Colorado
$243K +$243K +11,006 New
PBF
310
Petix & Botte Financial
California
$240K +$240K +10,837 New
CA
311
Calton & Associates
Florida
$231K -$110K -4,963 -32%
ECA
312
Elevated Capital Advisors
Utah
$229K +$229K +10,344 New
QC
313
QCM Cayman
Texas
$225K +$225K +10,173 New
SBL
314
Sargent Bickham Lagudis
Colorado
$219K +$219K +9,910 New
LWAC
315
Laurel Wealth Advisors (California)
California
$215K +$215K +9,710 New
Fisher Asset Management
316
Fisher Asset Management
Washington
$208K +$208K +9,392 New
SWM
317
SeaCrest Wealth Management
New York
$207K – – –
FNBOSM
318
First National Bank of South Miami
Florida
$184K +$18.4K +830 +11%
AIP
319
Ameritas Investment Partners
Nebraska
$180K +$5.8K +264 +3%
GWM
320
Geneos Wealth Management
Colorado
$164K -$89.5K -4,050 -35%
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$52.3K +2,364 +49%
Lazard Asset Management
322
Lazard Asset Management
New York
$154K -$553K – –
BW
323
Bison Wealth
Georgia
$153K -$88 -4 -0.1%
SPIA
324
Steward Partners Investment Advisory
New York
$125K -$12.6K -567 -9%
Federated Hermes
325
Federated Hermes
Pennsylvania
$123K -$77.2M -3,502,419 -100%
11 12
13
14 15