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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 %
SPIA
351
Steward Partners Investment Advisory
New York
$86K -$6.63K -323 -7%
AAM
352
Advisors Asset Management
Colorado
$80.2K -$3.53K -172 -4%
AWM
353
Accurate Wealth Management
Florida
$79.4K +$79.4K +3,781 New
RBC
354
Romano Brothers & Co
Illinois
$65.7K +$65.7K +3,200 New
JEST
355
JTC Employer Solutions Trustee
Jersey
$62K – – –
BCV
356
Banque Cantonale Vaudoise
Switzerland
$62K +$62K +3,000 New
FRA
357
Front Row Advisors
California
$59K – – –
AA
358
AlphaMark Advisors
Kentucky
$58K – – –
GWM
359
Geneos Wealth Management
Colorado
$57.1K -$15.4K -750 -21%
Citadel Advisors
360
Citadel Advisors
Florida
$54.3K -$291K -14,186 -84%
AWM
361
Accel Wealth Management
Iowa
$54K +$1.07K +52 +2%
PFBT
362
Parkside Financial Bank & Trust
Missouri
$53.4K +$53.4K +2,600 New
GWS
363
Glassman Wealth Services
Virginia
$53.2K +$53.2K +2,590 New
CAL
364
Capital Analysts LLC
Pennsylvania
$52K +$52K +2,539 New
ME
365
McIlrath & Eck
Washington
$51.4K -$45.6K -2,219 -47%
HNB
366
Huntington National Bank
Ohio
$51.4K -$5K – –
HCM
367
Hollencrest Capital Management
California
$49.2K +$49.2K +2,395 New
CG
368
Cutler Group
California
$47K +$47K +2,329 New
LFASL
369
Lugano Financial Advisors SA (LFA)
Switzerland
$46.4K +$46.4K +2,260 New
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K – – –
FCA
371
Fortis Capital Advisors
Kansas
$39.8K +$39.8K +1,941 New
RG
372
Retirement Group
California
$34K – – –
ACA
373
Aptus Capital Advisors
Alabama
$31.8K – – –
GEA
374
Glen Eagle Advisors
New Jersey
$31.4K -$7.1K -346 -18%
MFC
375
Mechanics Financial Corp
Ohio
$29K – – –
13 14
15
16 17