BKLN icon

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 %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$308K -$254K -12,388 -45%
IWMA
302
Ironwood Wealth Management (Arizona)
Arizona
$306K +$259K +12,594 +549%
CBFP
303
Cedar Brook Financial Partners
Ohio
$303K +$303K +14,783 New
M&T Bank
304
M&T Bank
New York
$295K +$295K +14,372 New
BBWP
305
Beacon Bridge Wealth Partners
Pennsylvania
$288K +$288K +14,048 New
CAP
306
Columbia Advisory Partners
Washington
$288K +$288K +14,004 New
AL
307
Aspiriant LLC
California
$283K +$45.2K +2,200 +19%
CIP
308
Capital Insight Partners
Arizona
$274K – – –
LMKC
309
L.M. Kohn & Company
Ohio
$273K – – –
RRWA
310
Rainey & Randall Wealth Advisors
Florida
$273K +$5.42K +264 +2%
CG
311
Colony Group
Massachusetts
$273K -$67.3K -3,274 -20%
CA
312
Continuum Advisory
Idaho
$272K -$99.6K -4,853 -27%
FAT
313
First American Trust
California
$270K +$270K +13,172 New
TPCW
314
TD Private Client Wealth
New York
$269K -$36.2K -1,765 -12%
4FG
315
4Thought Financial Group
New York
$263K +$3.37K +164 +1%
3AM
316
3EDGE Asset Management
Florida
$255K +$255K +12,419 New
OC
317
Oppenheimer & Co
New York
$249K +$23.5K +1,144 +10%
DTC
318
Davidson Trust Company
Washington
$247K -$349K -16,987 -59%
CFP
319
Catalyst Financial Partners
Massachusetts
$242K +$242K +11,800 New
Wealthfront Advisers
320
Wealthfront Advisers
California
$240K +$240K +11,672 New
WA
321
Waddell & Associates
Tennessee
$234K +$22.9K +1,115 +11%
1IA
322
1620 Investment Advisors
Massachusetts
$230K +$9.24K +450 +4%
MCM
323
Maple Capital Management
Vermont
$226K +$226K +11,000 New
FNBOO
324
First National Bank of Omaha
Nebraska
$225K +$225K +10,962 New
AWM
325
Aprio Wealth Management
Georgia
$216K -$80.4K -3,914 -27%
11 12
13
14 15