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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 %
PP
401
Pacifica Partners
Canada
$19K – – –
LWM
402
Liberty Wealth Management
California
$18.1K -$20.6K -932 -53%
RCM
403
Raleigh Capital Management
North Carolina
$17K +$17K +768 New
PCTC
404
Perkins Coie Trust Company
Washington
$15K – – –
AFG
405
Albion Financial Group
Utah
$15K – – –
HWA
406
HHM Wealth Advisors
Tennessee
$15K +$15K +679 New
COCM
407
Charter Oak Capital Management
New Hampshire
$14K – – –
Northern Trust
408
Northern Trust
Illinois
$13K -$15.6K -67,401 -54%
TRCT
409
Tower Research Capital (TRC)
New York
$13K +$13K +600 New
BFEC
410
Benjamin F. Edwards & Company
Missouri
$12K – – –
CFCI
411
Comprehensive Financial Consultants Institutional
Indiana
$12K +$12K +567 New
CP
412
Castleview Partners
Texas
$11.6K +$11.6K +256,912 New
CF
413
Concorde Financial
Texas
$11K +$11K +493 New
C
414
Covestor
United Kingdom
$9K +$9K +404 New
BLC
415
Brown, Lisle/Cummings
Rhode Island
$8.84K +$8.84K +400 New
LPP
416
Life Planning Partners
Florida
$8K +$8K +368 New
ACK
417
Andrew C. Karlinski
$7K +$7K +329 New
NFSG
418
Newbridge Financial Services Group
Florida
$7K +$7K +337 New
CWM
419
Curi Wealth Management
North Carolina
$7K +$7K +354 New
SIS
420
Sound Income Strategies
Florida
$6K – – –
AIM
421
AHL Investment Management
Florida
$6K +$6K +253 New
CA
422
CoreCap Advisors
Michigan
$5K +$5K +247 New
WC
423
Wexford Capital
Florida
$4.42K +$4.42K +200,000 New
WB
424
Webster Bank
Connecticut
$4K – – –
AF
425
Advisornet Financial
Minnesota
$4K +$3.71K +164 +1,262%
15 16
17
18 19