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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 %
AssetMark Inc
376
AssetMark Inc
California
$1K +$923 +36 +1,200%
WIM
377
Westside Investment Management
California
$9 – – –
State of New Jersey Common Pension Fund D
378
State of New Jersey Common Pension Fund D
New Jersey
– -$286M -14,125,010 Closed
BCC
379
Bain Capital Credit
Massachusetts
– -$68.4M -3,375,000 Closed
CI
380
Conning Inc
Connecticut
– -$13.7M -677,050 Closed
HI
381
HBK Investments
Texas
– -$9.61M -474,024 Closed
BFG
382
Beacon Financial Group
Texas
– -$5.94M -288,047 Closed
OPS
383
Orion Portfolio Solutions
Nebraska
– -$4.75M -234,299 Closed
SAS
384
Sage Advisory Services
Texas
– -$3.84M -189,630 Closed
Mirae Asset Global Investments
385
Mirae Asset Global Investments
South Korea
– -$3.74M -184,487 Closed
TSW
386
Thompson Siegel & Walmsley
Virginia
– -$3.14M -154,639 Closed
DFG
387
Delphi Financial Group
Delaware
– -$2.64M -130,200 Closed
OFA
388
Oak Family Advisors
Illinois
– -$2.14M -105,773 Closed
HIP
389
HUB Investment Partners
Texas
– -$1.71M -84,253 Closed
ACM
390
AlphaStar Capital Management
North Carolina
– -$1.08M -53,116 Closed
CWM
391
Cordatus Wealth Management
Pennsylvania
– -$1.06M -52,408 Closed
APWA
392
Atlas Private Wealth Advisors
New Jersey
– -$969K -47,824 Closed
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
– -$851K -42,000 Closed
PCM
394
Piedmont Capital Management
Montana
– -$4.16M -40,886 Closed
Fiera Capital (Canada)
395
Fiera Capital (Canada)
Quebec, Canada
– -$811K -40,000 Closed
CCWA
396
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$762K -37,587 Closed
MIAN
397
Mariner Independent Advisor Network
Kansas
– -$702K -34,317 Closed
B
398
Barings
North Carolina
– -$684K -33,755 Closed
NW
399
NewEdge Wealth
Pennsylvania
– -$645K -31,845 Closed
MIS
400
Morningstar Investment Services
Illinois
– -$620K -30,320 Closed
14 15
16
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