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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
$88M
4
ACM
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.8M
2
PFO
Pathstone Family Office
New Jersey
$0
3
DADC
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
376
Tucker Asset Management
Colorado
$28.8K +$28.8K +1,396 New
HWP
377
Highline Wealth Partners
California
$28.7K – – –
SWA
378
SOA Wealth Advisors
New York
$26.6K +$472 +23 +2%
BWL
379
Bogart Wealth LLC
Virginia
$26K – – –
LSA
380
Lansing Street Advisors
Pennsylvania
$22.6K +$452 +22 +2%
TIM
381
Tortoise Investment Management
New York
$20.5K – – –
AIC
382
Archer Investment Corporation
Indiana
$20.5K – – –
RCM
383
Raleigh Capital Management
North Carolina
$20.4K +$329 +16 +2%
CWM
384
Consultiva Wealth Management
Puerto Rico
$19K +$247 +12 +1%
PP
385
Pacifica Partners
Canada
$18.1K – – –
RIA
386
Realta Investment Advisors
Delaware
$17.8K +$17.8K +865 New
WT
387
Whittier Trust
California
$17.7K – – –
SIS
388
Sound Income Strategies
Florida
$17.7K +$11.6K +567 +193%
TWC
389
TD Waterhouse Canada
Ontario, Canada
$16.2K +$392 +19 +2%
OSNBOA
390
Old Second National Bank of Aurora
Illinois
$14.3K -$13.1K -640 -48%
JGCM
391
Joseph Group Capital Management
Ohio
$14K +$14K +686 New
PCTC
392
Perkins Coie Trust Company
Washington
$13.9K – – –
CT
393
Cambridge Trust
Massachusetts
$13K – – –
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$13K – – –
OC
395
Oakworth Capital
Alabama
$12.4K -$4.93K -240 -28%
HSA
396
HBK Sorce Advisory
Pennsylvania
$12K -$3.37K -3,423 -22%
BWAM
397
Boyd Watterson Asset Management
Ohio
$11.8K +$11.8K +573 New
HWMA
398
Heritage Wealth Management (Arizona)
Arizona
$11.2K +$5.6K +273 +100%
FCAG
399
First Capital Advisors Group
New Jersey
$10.3K +$10.3K +504 New
NHT
400
New Hampshire Trust
New Hampshire
$9.03K +$9.03K +440 New
14 15
16
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