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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

309 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
6.35%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
50
Increased
89
Reduced
117
Closed
67
Calls
$24M
Puts
$435M
Net Calls
-$411M
Net Calls Change
-$44.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
2
Goldman Sachs
Goldman Sachs
New York
$291M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.4M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
5
PWAG
Polaris Wealth Advisory Group
California
$51.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$63.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$0
3
EVM
Eaton Vance Management
Massachusetts
$696K
4
Bank of America
Bank of America
North Carolina
$55.4M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWM
351
Sunflower Bank Wealth Management
Arizona
– -$225K -11,024 Closed
CWP
352
Capital Wealth Planning
Florida
– -$213K -10,399 Closed
SFWA
353
Summit Financial Wealth Advisors
Louisiana
– -$210K -10,300 Closed
WIC
354
Whitegate Investment Counselors
New Hampshire
– -$207K -10,100 Closed
FM
355
Fondren Management
Texas
– -$205K -10,000 Closed
TRCT
356
Tower Research Capital (TRC)
New York
– -$100K -4,887 Closed
AC
357
AlphaCore Capital
California
– -$94K -4,607 Closed
ASN
358
Advisory Services Network
Georgia
– -$90K -4,399 Closed
TPCW
359
TD Private Client Wealth
New York
– -$81.7K -3,991 Closed
FNBOSM
360
First National Bank of South Miami
Florida
– -$81K -3,970 Closed
LSA
361
Lion Street Advisors
Texas
– -$65K -3,194 Closed
WQ
362
Wealth Quarterback
New Jersey
– -$57.3K -2,798 Closed
GTAM
363
Global Trust Asset Management
Florida
– -$28K -1,400 Closed
MWM
364
MBE Wealth Management
Wisconsin
– -$21K -1,071 Closed
MCM
365
McMillion Capital Management
North Carolina
– -$6K -290 Closed
GSWM
366
Golden State Wealth Management
California
– -$5K -265 Closed
LFG
367
LifePlan Financial Group
Ohio
– -$5K -230 Closed
TCOV
368
Trust Company of Vermont
Vermont
– -$4K -196 Closed
GI
369
Gradient Investments
Minnesota
– -$3K -161 Closed
GFPC
370
Global Financial Private Capital
Florida
– -$3K -123 Closed
EWM
371
EPG Wealth Management
Georgia
– -$2K -122 Closed
NC
372
NewSquare Capital
Pennsylvania
– -$1K -50 Closed
FGAM
373
Financial Gravity Asset Management
Texas
– -$1K -49 Closed
PCIA
374
Prime Capital Investment Advisors
Kansas
– -$1K -27 Closed
11 12 13 14
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