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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.

New
Increased
Maintained
Reduced
Closed
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 %
PWAG
26
Polaris Wealth Advisory Group
California
$31.9M -$7.92M -386,160 -20%
CW
27
Connectus Wealth
Ohio
$30.9M +$19.9M +983,641 +181%
Osaic Holdings
28
Osaic Holdings
Arizona
$27.9M +$5.58M +276,261 +25%
Citigroup
29
Citigroup
New York
$27.5M -$1.73M -85,837 -6%
IWC
30
Integrated Wealth Concepts
Massachusetts
$27.2M +$6.2M +306,891 +29%
GC
31
Guggenheim Capital
Illinois
$26.2M +$176K +8,708 +0.7%
AA
32
Advisory Alpha
Michigan
$26.1M -$3.42M -169,294 -12%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$26M +$3.59M +177,946 +16%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$25.6M -$2.49M -123,432 -9%
PI
35
PineBridge Investments
New York
$23.6M -$2.02M -100,000 -8%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$22.4M +$12.3M +612,301 +122%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$20.2M -$10.1M -500,000 -33%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$20M -$3.01M -148,894 -13%
Macquarie Group
39
Macquarie Group
Australia
$18.9M – – –
Mariner
40
Mariner
Kansas
$18.2M +$9.23M +457,053 +103%
WCM
41
Wavelength Capital Management
Connecticut
$13.7M -$303K -14,998 -2%
Truist Financial
42
Truist Financial
North Carolina
$13.2M -$3.9M -193,355 -23%
AI
43
Atria Investments
North Carolina
$13.1M +$6M +296,925 +85%
HWA
44
HCR Wealth Advisors
California
$12.4M -$473K -23,407 -4%
BIAS
45
Beacon Investment Advisory Services
New Jersey
$11.8M -$353K -17,483 -3%
IAS
46
IMA Advisory Services
Colorado
$11.5M -$109K -5,385 -0.9%
FTUS
47
Flow Traders U.S.
New York
$11.1M +$4.22M +208,899 +61%
AWM
48
Angeles Wealth Management
California
$10.8M +$498K +24,682 +5%
SI
49
Stephens Inc
Arkansas
$10.6M -$74.2K -3,673 -0.7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$10.6M -$34.1K -1,691 -0.3%
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