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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 %
HS
301
Horan Securities
United States
$132K – – –
JFA
302
JNBA Financial Advisors
Minnesota
$103K +$100K +4,999 +3,936%
EH
303
EMG Holdings
Connecticut
$101K +$101K +5,000 New
William Blair & Company
304
William Blair & Company
Illinois
$100K -$428K -21,254 -81%
HI
305
Harbour Investments
Wisconsin
$96K – – –
ME
306
McIlrath & Eck
Washington
$95K – – –
SPIA
307
Steward Partners Investment Advisory
New York
$91K -$26.7K -1,325 -23%
NL
308
NVWM LLC
Pennsylvania
$89K +$89K +4,415 New
AAM
309
Advisors Asset Management
Colorado
$82K -$503 -25 -0.6%
VCM
310
Vigilant Capital Management
Maine
$82K +$82K +4,075 New
GWM
311
Geneos Wealth Management
Colorado
$71K -$68.3K -3,398 -49%
TRCT
312
Tower Research Capital (TRC)
New York
$64K -$156K -7,735 -71%
JEST
313
JTC Employer Solutions Trustee
Jersey
$61K – – –
FRA
314
Front Row Advisors
California
$58K – – –
AA
315
AlphaMark Advisors
Kentucky
$57K -$2.03K -100 -3%
AWM
316
Accel Wealth Management
Iowa
$53K +$596 +29 +1%
MCC
317
Money Concepts Capital
Florida
$51K – – –
CWM
318
Cranbrook Wealth Management
Michigan
$51K +$729 +36 +1%
IWMA
319
Ironwood Wealth Management (Arizona)
Arizona
$46K – – –
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.4K – – –
GEA
321
Glen Eagle Advisors
New Jersey
$37.9K -$2.02K -100 -5%
RG
322
Retirement Group
California
$33K – – –
ACA
323
Aptus Capital Advisors
Alabama
$31K +$31K +1,551 New
CHA
324
Carmichael Hill & Associates
Maryland
$30K – – –
HWP
325
Highline Wealth Partners
California
$28.3K +$28.3K +1,400 New
11 12
13
14 15