BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

438 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 160 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+57
Holders Change %
+14.96%
% of All Funds
6.76%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
96
Increased
160
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$177M
2
SLI
Sumitomo Life Insurance
Japan
$60.1M
3
ACG
Arch Capital Group
Bermuda
$180M
4
Federated Hermes
Federated Hermes
Pennsylvania
$48.6M
5
IA
IndexIQ Advisors
New York
$113M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.3M
2
JPG
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
326
New England Asset Management
Connecticut
$285K – – –
GWM
327
Greenwich Wealth Management
Connecticut
$284K -$14.4K -650 -5%
NB
328
NBT Bank
New York
$281K -$66.2K -3,000 -19%
RIA
329
Regal Investment Advisors
Michigan
$272K -$89.1K -4,030 -25%
CG
330
Colony Group
Massachusetts
$270K -$4.35K -197 -2%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$269K +$24.3K +1,100 +10%
CWM
332
Cornerstone Wealth Management
Missouri
$259K +$259K +11,696 New
CA
333
Cetera Advisors
Colorado
$254K +$10.8K +491 +4%
FNBOSM
334
First National Bank of South Miami
Florida
$240K +$56.2K +2,543 +31%
SG
335
StoneX Group
New York
$231K -$3.05M -137,978 -93%
CA
336
Calton & Associates
Florida
$223K -$7.52K -341 -3%
V
337
ValueWorks
New York
$221K +$221K +10,000 New
CW
338
CreativeOne Wealth
Kansas
$220K -$25.7K -1,161 -10%
Creative Planning
339
Creative Planning
Kansas
$219K -$417K -18,884 -66%
QC
340
QCM Cayman
Texas
$219K -$5.68K -257 -3%
EVM
341
Eaton Vance Management
Massachusetts
$214K -$287K -12,992 -57%
VEA
342
Virtus ETF Advisers
New York
$214K +$214K +9,683 New
CAM
343
Cresset Asset Management
Illinois
$212K +$212K +9,594 New
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$211K +$211K +9,546 New
JCM
345
Jacobi Capital Management
Pennsylvania
$209K -$72.8K -3,300 -26%
AIP
346
Ameritas Investment Partners
Nebraska
$207K +$26.6K +1,208 +15%
Bessemer Group
347
Bessemer Group
New Jersey
$207K +$207K +9,382 New
VCM
348
Virtue Capital Management
Tennessee
$206K -$201K -9,086 -49%
SWM
349
SeaCrest Wealth Management
New York
$203K -$4.43K -200 -2%
VC
350
Veery Capital
Delaware
$202K +$202K +9,157 New
12 13
14
15 16