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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 %
CWM
326
Castle Wealth Management
Florida
$28K – – –
MFC
327
Mechanics Financial Corp
Ohio
$28K – – –
SAM
328
Strategic Asset Management
Minnesota
$28K – – –
OSNBOA
329
Old Second National Bank of Aurora
Illinois
$27K -$1.48K -73 -5%
BWL
330
Bogart Wealth LLC
Virginia
$26K – – –
EC
331
Estate Counselors
Wisconsin
$26K +$1.51K +75 +6%
SWA
332
SOA Wealth Advisors
New York
$25K +$4.07K +207 +19%
LSA
333
Lansing Street Advisors
Pennsylvania
$22K +$306 +15 +1%
AIC
334
Archer Investment Corporation
Indiana
$20.2K – – –
RCM
335
Raleigh Capital Management
North Carolina
$20K -$2.57K -126 -11%
TIM
336
Tortoise Investment Management
New York
$20K – – –
CWM
337
Consultiva Wealth Management
Puerto Rico
$18K +$138 +7 +0.8%
OC
338
Oakworth Capital
Alabama
$17K – – –
PP
339
Pacifica Partners
Canada
$17K – – –
WT
340
Whittier Trust
California
$17K – – –
TWC
341
TD Waterhouse Canada
Ontario, Canada
$15.6K – – –
PCTC
342
Perkins Coie Trust Company
Washington
$14K – – –
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$13K -$215K -10,440 -94%
BCMLT
344
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K -$42 -2 -0.3%
CT
345
Cambridge Trust
Massachusetts
$13K +$13K +650 New
PI
346
PFS Investments
Georgia
$13K -$352 -17,455 -3%
EW
347
Evoke Wealth
California
$11K +$11K +565 New
OPW
348
Oxler Private Wealth
New York
$9.8K +$9.8K +101 New
NC
349
NewSquare Capital
Pennsylvania
$9K -$163K -7,734 -95%
BLC
350
Brown, Lisle/Cummings
Rhode Island
$8.08K – – –
12 13
14
15 16