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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 %
MA
326
MJP Associates
Connecticut
$215K -$10.5K -512 -5%
BA
327
Bridgewater Advisors
New York
$213K – – –
VCA
328
Verdence Capital Advisors
Maryland
$209K – – –
CWM
329
Cordatus Wealth Management
Pennsylvania
$209K +$209K +10,203 New
AWA
330
Arkadios Wealth Advisors
Georgia
$208K +$208K +10,125 New
FF
331
Friedenthal Financial
New Jersey
$207K -$697 -34 -0.3%
AIP
332
Ameritas Investment Partners
Nebraska
$205K +$26.6K +1,294 +15%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$205K – – –
MW
334
MBL Wealth
North Carolina
$203K +$203K +9,898 New
SC
335
Solstein Capital
California
$197K – – –
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$194K -$719 -35 -0.4%
AF
337
Allworth Financial
California
$193K -$159K -7,769 -45%
Bessemer Group
338
Bessemer Group
New Jersey
$193K – – –
ASN
339
Advisory Services Network
Georgia
$189K +$189K +9,191 New
William Blair & Company
340
William Blair & Company
Illinois
$167K +$65.1K +3,173 +64%
MCC
341
Money Concepts Capital
Florida
$159K +$107K +5,210 +207%
BAAM
342
Baker Avenue Asset Management
California
$145K -$609K -29,646 -81%
CAC
343
Cowen and Company
New York
$133K +$133K +6,492 New
FNBOSM
344
First National Bank of South Miami
Florida
$114K -$124K -6,044 -52%
AIM
345
Arcadia Investment Management
Michigan
$113K -$41.1K -2,000 -27%
JFA
346
JNBA Financial Advisors
Minnesota
$105K – – –
TRCT
347
Tower Research Capital (TRC)
New York
$101K +$35.6K +1,729 +55%
HS
348
Horan Securities
United States
$96.2K -$38.1K -1,854 -28%
HI
349
Harbour Investments
Wisconsin
$90K -$7.66K -373 -8%
LAM
350
Lakewood Asset Management
Illinois
$89K +$89K +4,355 New
12 13
14
15 16