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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.

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 %
CWM
51
Congress Wealth Management
Massachusetts
$9.89M -$394K -19,491 -4%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$9.86M +$1.36M +67,206 +16%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$9.54M +$5.66M +279,666 +146%
MHS
54
M Holdings Securities
Oregon
$9.53M -$1.12M -55,284 -10%
VCM
55
Virtue Capital Management
Tennessee
$9.48M +$9.48M +469,671 New
MFG
56
Merit Financial Group
Georgia
$9.45M -$537K -26,576 -5%
FTS
57
Fifth Third Securities
Ohio
$9.36M +$390K +19,321 +4%
IAIM
58
Industrial Alliance Investment Management
Quebec, Canada
$8.64M – – –
TW
59
Transform Wealth
Colorado
$8.6M +$3.57M +177,038 +71%
CL
60
CIM LLC
New York
$8.5M +$113K +5,438 +1%
Franklin Resources
61
Franklin Resources
California
$8.03M -$1.02M -50,500 -11%
PP
62
Prudential plc
United Kingdom
$7.83M -$1.42M -70,310 -15%
HF
63
HRT Financial
New York
$7.05M +$4.52M +223,715 +179%
Jane Street
64
Jane Street
New York
$6.01M -$24.7M -1,221,640 -80%
ML
65
McAdam LLC
Pennsylvania
$5.82M +$126K +6,242 +2%
Comerica Bank
66
Comerica Bank
Texas
$5.71M -$456K -22,205 -7%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.65M -$17M -841,977 -75%
MAC
68
Mason & Associates (California)
California
$5.61M +$209K +10,359 +4%
GC
69
Grimes & Company
Massachusetts
$5.52M -$425K -21,024 -7%
Loomis, Sayles & Company
70
Loomis, Sayles & Company
Massachusetts
$5.24M – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$5.21M -$18M -891,481 -78%
SFG
72
StrategIQ Financial Group
Indiana
$5.06M +$26.8K +1,327 +0.5%
RAM
73
Riggs Asset Management
Pennsylvania
$5.02M -$107K -5,318 -2%
WA
74
Wambolt & Associates
Colorado
$4.98M -$606 -30 -0%
SA
75
SAM Advisors
California
$4.96M +$4.96M +245,845 New
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