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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$398M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$177M
3
PFO
Pathstone Family Office
New Jersey
$41.9M
4
NYLIM
New York Life Investment Management
New York
$51M
5
HI
HBK Investments
Texas
$9.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
ACG
Arch Capital Group
Bermuda
$0
3
Bank of America
Bank of America
North Carolina
$145M
4
Goldman Sachs
Goldman Sachs
New York
$328M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
426
Laffer Tengler Investments
Tennessee
– -$1.04M -47,664 Closed
Lord, Abbett & Co
427
Lord, Abbett & Co
New Jersey
– -$893K -41,000 Closed
CAAS
428
Capital Asset Advisory Services
Michigan
– -$845K -38,825 Closed
KCM
429
Kennicott Capital Management
California
– -$796K -36,586 Closed
WAMC
430
Western Asset Management Company
California
– -$776K -35,635 Closed
N
431
Natixis
France
– -$762K -34,990 Closed
SKK
432
Shepherd Kaplan Krochuk
Massachusetts
– -$652K -29,930 Closed
ACA
433
Atlas Capital Advisors
Wyoming
– -$612K -28,100 Closed
Verition Fund Management
434
Verition Fund Management
Connecticut
– -$603K -27,698 Closed
WPC
435
Waters Parkerson & Co
Louisiana
– -$555K -25,500 Closed
AWM
436
Axxcess Wealth Management
California
– -$541K -24,864 Closed
MOS
437
MGO One Seven
Ohio
– -$538K -24,710 Closed
RIA
438
Realta Investment Advisors
Delaware
– -$467K -21,457 Closed
KWA
439
KCS Wealth Advisory
California
– -$398K -18,262 Closed
SWP
440
Stratos Wealth Partners
Ohio
– -$336K -15,425 Closed
CAG
441
Curtis Advisory Group
California
– -$326K -14,981 Closed
NL
442
NVWM LLC
Pennsylvania
– -$304K -13,982 Closed
MGIA
443
Moneta Group Investment Advisors
Missouri
– -$223K -10,243 Closed
OCM
444
One Capital Management
California
– -$219K -10,082 Closed
SSWM
445
Sheets Smith Wealth Management
North Carolina
– -$218K -10,000 Closed
SPC
446
Sigma Planning Corp
Michigan
– -$216K -9,918 Closed
PPP
447
Private Portfolio Partners
New Jersey
– -$216K -9,905 Closed
CTA
448
Chesley Taft & Associates
Illinois
– -$211K -9,700 Closed
JCM
449
Jacobi Capital Management
Pennsylvania
– -$206K -9,470 Closed
CW
450
CreativeOne Wealth
Kansas
– -$206K -9,447 Closed
15 16 17
18
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