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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 %
BLC
401
Brown, Lisle/Cummings
Rhode Island
$8.21K – – –
FHA
402
First Horizon Advisors
Tennessee
$7.8K +$144 +7 +2%
ICM
403
Islay Capital Management
Texas
$7.39K – – –
FWA
404
FSC Wealth Advisors
New York
$7.14K +$2.83K +138 +66%
NFSG
405
Newbridge Financial Services Group
Florida
$6.92K – – –
CP
406
Castleview Partners
Texas
$5.85K -$246 -12 -4%
TCM
407
Tradewinds Capital Management
Washington
$5.75K +$5.75K +280 New
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.42K -$7.43K -362 -58%
FMP
409
Financial Management Professionals
Texas
$5K +$5K +250 New
PAG
410
Private Advisor Group
New Jersey
$4.49K -$220 -10,727 -5%
CHA
411
Carmichael Hill & Associates
Maryland
$4.15K -$26.7K -1,300 -87%
WB
412
Webster Bank
Connecticut
$4K – – –
SCA
413
Stonebridge Capital Advisors
Minnesota
$3.14K +$3.14K +153 New
RFG
414
RFP Financial Group
Georgia
$3.08K +$3.08K +150 New
BFEC
415
Benjamin F. Edwards & Company
Missouri
$3K -$2.73K -141 -48%
GFWA
416
Grey Fox Wealth Advisors
Delaware
$2.72K +$2.72K +133 New
BWP
417
Baldwin Wealth Partners
Massachusetts
$2.69K – – –
RA
418
Rise Advisors
New York
$2.39K +$61 +3 +3%
PB
419
Pinnacle Bancorp
Nebraska
$2K – – –
C
420
Covestor
United Kingdom
$2K – – –
MA
421
MCF Advisors
Kentucky
$1.8K -$1.97K -96 -52%
WPA
422
West Paces Advisors
Georgia
$1.11K +$1.11K +54 New
FIM
423
FWL Investment Management
Texas
$924 +$924 +45 New
HNWAG
424
High Net Worth Advisory Group
Florida
$842 – – –
FWM
425
Focused Wealth Management
New York
$308 – – –
15 16
17
18 19