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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$398M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$177M
3
PFO
Pathstone Family Office
New Jersey
$41.9M
4
NYLIM
New York Life Investment Management
New York
$51M
5
HI
HBK Investments
Texas
$9.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
ACG
Arch Capital Group
Bermuda
$0
3
Bank of America
Bank of America
North Carolina
$145M
4
Goldman Sachs
Goldman Sachs
New York
$328M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Strategic Asset Management
Minnesota
$28K -$6.58K -325 -19%
MFC
352
Mechanics Financial Corp
Ohio
$28K – – –
CWM
353
Castle Wealth Management
Florida
$28K +$28K +1,381 New
BWL
354
Bogart Wealth LLC
Virginia
$26K – – –
EC
355
Estate Counselors
Wisconsin
$24K -$4.92K -250 -17%
LSA
356
Lansing Street Advisors
Pennsylvania
$22K -$619K -29,914 -97%
RCM
357
Raleigh Capital Management
North Carolina
$22K +$6.63K +333 +43%
SWA
358
SOA Wealth Advisors
New York
$21K +$177 +9 +0.9%
AIC
359
Archer Investment Corporation
Indiana
$20.3K – – –
TIM
360
Tortoise Investment Management
New York
$20K – – –
PP
361
Pacifica Partners
Canada
$18K – – –
CWM
362
Consultiva Wealth Management
Puerto Rico
$18K +$119 +6 +0.7%
OC
363
Oakworth Capital
Alabama
$17K -$6.37K -316 -27%
WT
364
Whittier Trust
California
$17K – – –
TWC
365
TD Waterhouse Canada
Ontario, Canada
$15.7K – – –
HWMA
366
Heritage Wealth Management (Arizona)
Arizona
$15K -$902K -44,513 -98%
COCM
367
Charter Oak Capital Management
New Hampshire
$15K -$5.39K -265 -26%
AA
368
Ancora Advisors
Ohio
$14K – – –
PCTC
369
Perkins Coie Trust Company
Washington
$14K – – –
BCMLT
370
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K – – –
HPC
371
HM Payson & Co
Maine
$13K +$13K +660 New
AFG
372
Albion Financial Group
Utah
$12K -$2.61K -125 -18%
FMP
373
Financial Management Professionals
Texas
$12K +$12K +610 New
BFEC
374
Benjamin F. Edwards & Company
Missouri
$11K – – –
PWM
375
Prentice Wealth Management
New York
$9K +$9K +420 New
13 14
15
16 17