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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.3M
2
JPG
2
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
351
1620 Investment Advisors
Massachusetts
$201K +$201K +9,081 New
HS
352
Horan Securities
United States
$201K +$201K +9,113 New
SHFA
353
SC&H Financial Advisors
Maryland
$200K +$200K +9,042 New
AF
354
Allworth Financial
California
$185K -$62.9K -2,846 -25%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$170K +$11.8K +533 +7%
Lazard Asset Management
356
Lazard Asset Management
New York
$154K -$154K – –
GWM
357
Geneos Wealth Management
Colorado
$153K -$9.9K -451 -6%
SBL
358
Sargent Bickham Lagudis
Colorado
$145K -$73.9K -3,345 -34%
FFWM
359
Future Financial Wealth Management
Ohio
$143K +$143K +6,471 New
SPIA
360
Steward Partners Investment Advisory
New York
$124K -$641 -29 -0.5%
IA
361
IFP Advisors
Florida
$119K +$70.1K +3,096 +143%
MCC
362
Money Concepts Capital
Florida
$118K +$118K +5,340 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$103K -$14.5K -656 -12%
ME
364
McIlrath & Eck
Washington
$99K -$3.32K -150 -3%
US Bancorp
365
US Bancorp
Minnesota
$89K +$31.4K +1,422 +55%
OSNBOA
366
Old Second National Bank of Aurora
Illinois
$86K +$60K +2,696 +231%
AIP
367
Ahrens Investment Partners
Louisiana
$83K +$83K +3,755 New
HI
368
Harbour Investments
Wisconsin
$78K -$3.99M -180,441 -98%
DHGWA
369
Dixon Hughes Goodman Wealth Advisors
North Carolina
$72K +$72K +3,277 New
AAM
370
Advisors Asset Management
Colorado
$70K +$70K +3,173 New
JEST
371
JTC Employer Solutions Trustee
Jersey
$67K – – –
William Blair & Company
372
William Blair & Company
Illinois
$66K -$21.1K -953 -24%
S
373
SignatureFD
Georgia
$66K – – –
FRA
374
Front Row Advisors
California
$63K – – –
SM
375
SG3 Management
Puerto Rico
$55K -$187K -8,500 -77%
13 14
15
16 17