BKLN icon

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 %
IWMA
376
Ironwood Wealth Management (Arizona)
Arizona
$55K – – –
CWM
377
Cranbrook Wealth Management
Michigan
$54K +$420 +19 +0.8%
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K – – –
GFPC
379
Global Financial Private Client
Florida
$48.1K +$48.1K +2,175 New
CG
380
Cutler Group
California
$47K -$57K -2,600 -55%
CHA
381
Carmichael Hill & Associates
Maryland
$45K -$31.6K -1,441 -41%
FHA
382
First Horizon Advisors
Tennessee
$44K -$1.89K -85 -4%
AWM
383
Accel Wealth Management
Iowa
$44K +$44K +2,010 New
TAM
384
Tucker Asset Management
Colorado
$41K – – –
TWC
385
TD Waterhouse Canada
Ontario, Canada
$39.9K +$39.9K +1,750 New
GEA
386
Glen Eagle Advisors
New Jersey
$39.8K -$11.1K -500 -22%
SAM
387
Strategic Asset Management
Minnesota
$38K – – –
ICM
388
Islay Capital Management
Texas
$37K -$222K -10,082 -86%
CWS
389
Confluence Wealth Services
Pennsylvania
$36K +$36K +1,660 New
MFC
390
Mechanics Financial Corp
Ohio
$31K +$31K +1,389 New
BWL
391
Bogart Wealth LLC
Virginia
$28K – – –
OC
392
Oakworth Capital
Alabama
$26K -$3.05K -136 -11%
EWA
393
EverSource Wealth Advisors
Alabama
$24K +$24K +1,100 New
SWA
394
SOA Wealth Advisors
New York
$23K +$175 +8 +0.8%
AIC
395
Archer Investment Corporation
Indiana
$22.1K – – –
JIR
396
James Investment Research
Ohio
$22K +$22K +1,000 New
RG
397
Retirement Group
California
$21K – – –
RFA
398
Reilly Financial Advisors
California
$21K +$21K +965 New
CWM
399
Consultiva Wealth Management
Puerto Rico
$20K +$112 +5 +0.6%
PP
400
Pacifica Partners
Canada
$19K – – –
14 15
16
17 18