BKLN icon

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 %
FH
401
FWG Holdings
Florida
– -$459K -22,620 Closed
SCM
402
Sandler Capital Management
New York
– -$446K -22,000 Closed
LNC
403
Lincoln National Corp
Pennsylvania
– -$289K -14,245 Closed
BCI
404
Brinker Capital Investments
Pennsylvania
– -$287K -14,179 Closed
SC
405
Sierra Capital
Florida
– -$283K -13,945 Closed
NEAM
406
New England Asset Management
Connecticut
– -$261K -12,900 Closed
VAG
407
VisionPoint Advisory Group
Texas
– -$249K -11,616 Closed
MW
408
MBL Wealth
North Carolina
– -$226K -11,135 Closed
OWM
409
OneAscent Wealth Management
Alabama
– -$215K -10,626 Closed
FUBT
410
First United Bank & Trust
Maryland
– -$211K -10,397 Closed
SWM
411
SeaCrest Wealth Management
New York
– -$204K -10,064 Closed
AWA
412
Aaron Wealth Advisors
Illinois
– -$202K -10,000 Closed
RIG
413
RiverFront Investment Group
Virginia
– -$200K -9,887 Closed
RIA
414
Regal Investment Advisors
Michigan
– -$200K -9,846 Closed
CF
415
Centaurus Financial
California
– -$186K -9,168 Closed
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
– -$163K -8,051 Closed
AIP
417
Ahrens Investment Partners
Louisiana
– -$70K -3,455 Closed
CJL
418
Cyrus J. Lawrence
New York
– -$63K -3,100 Closed
COCM
419
Charter Oak Capital Management
New Hampshire
– -$15K -738 Closed
AA
420
Ancora Advisors
Ohio
– -$14K -700 Closed
HPC
421
HM Payson & Co
Maine
– -$13K -660 Closed
FMP
422
Financial Management Professionals
Texas
– -$12K -610 Closed
AFG
423
Albion Financial Group
Utah
– -$12K -575 Closed
CAC
424
Cowen and Company
New York
– -$9K -465 Closed
PWM
425
Prentice Wealth Management
New York
– -$9K -420 Closed
14 15 16
17
18