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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 %
CT
426
Colonial Trust
South Carolina
$124 +$124 +6 New
Parallax Volatility Advisers
427
Parallax Volatility Advisers
California
$21 – – –
WIM
428
Westside Investment Management
California
$9 – – –
PFO
429
Pathstone Family Office
New Jersey
– -$82.4M -4,079,650 Closed
Bank of Nova Scotia
430
Bank of Nova Scotia
Ontario, Canada
– -$20.2M -1,000,000 Closed
HF
431
HRT Financial
New York
– -$7.05M -349,022 Closed
ECM
432
Evergreen Capital Management
Washington
– -$4.88M -241,478 Closed
IWS
433
Insight Wealth Strategies
California
– -$3.91M -193,046 Closed
SW
434
Simplicity Wealth
New Jersey
– -$3.48M -172,094 Closed
WAM
435
Wallington Asset Management
Indiana
– -$2.61M -129,315 Closed
API
436
Advisor Partners II
California
– -$2.55M -126,406 Closed
TSS
437
Two Sigma Securities
New York
– -$2.31M -114,386 Closed
MA
438
MUFG Americas
New York
– -$2.24M -111,047 Closed
ACM
439
Anfield Capital Management
California
– -$1.41M -69,921 Closed
HW
440
Hancock Whitney
Mississippi
– -$1.37M -67,589 Closed
EH
441
Equitable Holdings
New York
– -$997K -49,393 Closed
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
– -$451K -22,331 Closed
CAM
443
Cresset Asset Management
Illinois
– -$439K -21,735 Closed
MWA
444
Martel Wealth Advisors
Washington
– -$434K -20,701 Closed
CFO
445
Collective Family Office
Pennsylvania
– -$351K -17,400 Closed
FAG
446
Fortitude Advisory Group
Washington
– -$313K -15,511 Closed
HGERS
447
Householder Group Estate & Retirement Specialist
Arizona
– -$299K -14,843 Closed
Northern Trust
448
Northern Trust
Illinois
– -$3K -14,057 Closed
HCA
449
Harbour Capital Advisors
Virginia
– -$285K -13,865 Closed
BF
450
BOK Financial
Oklahoma
– -$273K -13,528 Closed
15 16 17
18
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