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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

309 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 67 closing their positions.

Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
6.35%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
50
Increased
89
Reduced
117
Closed
67
Calls
$24M
Puts
$435M
Net Calls
-$411M
Net Calls Change
-$44.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Goldman Sachs
2
Goldman Sachs
New York
$291M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.4M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$109M
5
PWAG
5
Polaris Wealth Advisory Group
California
$51.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$63.2M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$696K
4
Bank of America
4
Bank of America
North Carolina
$55.4M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$3.31M 154,907 +47,960 +45%
SI
77
Stephens Inc
Arkansas
$3.11M 145,640 -27,325 -16%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.03M 141,809 -32,866 -19%
First Trust Advisors
79
First Trust Advisors
Illinois
$2.97M 139,199 -42,635 -23%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.93M 137,310 -7,851 -5%
AUIM
81
Aegon USA Investment Management
Iowa
$2.9M 135,700 +63,900 +89%
GC
82
Grimes & Company
Massachusetts
$2.88M 134,855 +16,407 +14%
DF
83
Donoghue Forlines
Massachusetts
$2.86M 133,718 +133,718 New
CWM
84
Cordatus Wealth Management
Pennsylvania
$2.71M 126,983 -821 -0.6%
VA
85
Valmark Advisers
Ohio
$2.65M 124,158 -27,712 -18%
Stifel Financial
86
Stifel Financial
Missouri
$2.48M 116,068 +704 +0.6%
UB
87
UMB Bank
Missouri
$2.37M 110,803 -375 -0.3%
DWM
88
Destination Wealth Management
California
$2.19M 102,668 +6,196 +6%
KWM
89
Kingsview Wealth Management
Oregon
$2.16M 101,281 +15,322 +18%
DDPIC
90
Deroy & Devereaux Private Investment Counsel
Michigan
$2.13M 99,975 -2,150 -2%
PAS
91
Park Avenue Securities
New York
$2.02M 94,749 +15,969 +20%
PAG
92
Private Advisor Group
New Jersey
$1.95M 91,320 +4,517 +5%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$1.9M 89,112 +1,454 +2%
UAS
94
United Asset Strategies
New York
$1.86M 87,235 +3,388 +4%
PSUF
95
People's United Financial
Connecticut
$1.86M 87,178 -117,581 -57%
RTS
96
Round Table Services
New Jersey
$1.81M 84,925 -63,761 -43%
CB
97
Commerce Bank
Missouri
$1.74M 81,600 – –
PA
98
Perennial Advisors
New York
$1.72M 80,460 +18,943 +31%
BFC
99
Blue Fin Capital
Rhode Island
$1.72M 80,435 -1,056 -1%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.7M 79,398 -6,127 -7%
2 3
4
5 6