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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.

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
1
State of Wisconsin Investment Board
Wisconsin
$143M
2
PFO
2
Pathstone Family Office
New Jersey
$82.4M
3
Barclays
3
Barclays
United Kingdom
$57.2M
4
CW
4
Connectus Wealth
Ohio
$30.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$152M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$132M
3
Morgan Stanley
3
Morgan Stanley
New York
$204M
4
BCC
4
Bain Capital Credit
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
351
Disciplined Investments
Oklahoma
$8K +$8K +402 New
LPP
352
Life Planning Partners
Florida
$7.43K – – –
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$7.09K +$728 +34,889 +11%
US Bancorp
354
US Bancorp
Minnesota
$7K -$75K -3,504 -91%
ICM
355
Islay Capital Management
Texas
$7K – – –
NFSG
356
Newbridge Financial Services Group
Florida
$7K – – –
FHA
357
First Horizon Advisors
Tennessee
$7K +$75 +4 +1%
WAM
358
WFA Asset Management
Wisconsin
$6.34K +$6.34K +314 New
CP
359
Castleview Partners
Texas
$6K -$1.36M -67,145 -100%
HWMA
360
Heritage Wealth Management (Arizona)
Arizona
$6K -$10.3K -467 -63%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$6K -$4.85K -239 -45%
SIS
362
Sound Income Strategies
Florida
$6K – – –
HNB
363
Huntington National Bank
Ohio
$5K -$5K – –
RWIA
364
Roger Wittlin Investment Advisory
California
$4K -$1.54M -78,599 -100%
MA
365
MCF Advisors
Kentucky
$4K -$202K -9,276 -98%
WB
366
Webster Bank
Connecticut
$4K – – –
FWA
367
FSC Wealth Advisors
New York
$4K +$667 +35 +20%
BWP
368
Baldwin Wealth Partners
Massachusetts
$3K – – –
Northern Trust
369
Northern Trust
Illinois
$3K +$710 +3,327 +31%
C
370
Covestor
United Kingdom
$2K -$1.74K -68 -47%
PB
371
Pinnacle Bancorp
Nebraska
$2K – – –
RA
372
Rise Advisors
New York
$2K +$18 +1 +0.9%
CFD
373
Creative Financial Designs
Indiana
$2K +$2K +111 New
HNWAG
374
High Net Worth Advisory Group
Florida
$1K – – –
SSB
375
Sandy Spring Bank
Maryland
$1K +$1K +25 New
13 14
15
16 17