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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.

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
1
CIBC Asset Management
Ontario, Canada
$246M
2
OPAM
2
Ocean Park Asset Management
California
$165M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$88M
4
ACM
4
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.8M
2
PFO
2
Pathstone Family Office
New Jersey
$0
3
DADC
3
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$12.6M -$15.4M -751,775 -55%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$12.5M +$2.82M +137,182 +29%
Truist Financial
53
Truist Financial
North Carolina
$12.1M -$1.36M -66,079 -10%
HWA
54
HCR Wealth Advisors
California
$11.9M -$654K -31,862 -5%
AWM
55
Angeles Wealth Management
California
$11.6M +$621K +30,230 +6%
IAS
56
IMA Advisory Services
Colorado
$11.5M -$161K -7,826 -1%
AI
57
Atria Investments
North Carolina
$11.1M -$2.2M -106,947 -17%
BIAS
58
Beacon Investment Advisory Services
New Jersey
$10.7M -$1.26M -61,576 -11%
DADC
59
D.A. Davidson & Co
Montana
$10.5M -$67.2M -3,274,860 -86%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$10.3M -$412K -20,078 -4%
SI
61
Stephens Inc
Arkansas
$10.2M -$575K -28,027 -5%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$9.99M -$27K -1,314 -0.3%
MHS
63
M Holdings Securities
Oregon
$9.99M +$301K +14,647 +3%
FTS
64
Fifth Third Securities
Ohio
$9.59M +$73.1K +3,559 +0.8%
VCM
65
Virtue Capital Management
Tennessee
$9.38M -$258K -12,558 -3%
FTUS
66
Flow Traders U.S.
New York
$9.06M -$2.22M -108,042 -20%
BCM
67
BlueCrest Capital Management
Jersey
$8.95M +$8.95M +435,934 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$8.79M +$1.71M +82,167 +24%
IAIM
69
Industrial Alliance Investment Management
Quebec, Canada
$8.79M – – –
CWM
70
Congress Wealth Management
Massachusetts
$8.68M -$1.37M -66,649 -14%
CL
71
CIM LLC
New York
$8.65M -$14.7K -696 -0.2%
BCM
72
Brigade Capital Management
New York
$8.42M +$8.42M +410,000 New
TW
73
Transform Wealth
Colorado
$8.34M -$402K -19,576 -5%
Franklin Resources
74
Franklin Resources
California
$8.17M – – –
BCC
75
Bain Capital Credit
Massachusetts
$7.37M +$7.37M +359,109 New
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