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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 Market Value Shares Shares
Change 		Shares
Change %
ECM
76
Evergreen Capital Management
Washington
$4.88M 241,478 +8,082 +3%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$4.73M 234,040 -1,403,322 -86%
PAG
78
Private Advisor Group
New Jersey
$4.63M 229,316 -8,764 -4%
ATPW
79
Ashton Thomas Private Wealth
Arizona
$4.55M 225,130 +225,130 New
RC
80
Roundview Capital
New Jersey
$4.54M 224,706 +52,455 +30%
Amundi
81
Amundi
France
$4.34M 210,000 -65,000 -24%
GSWM
82
Greenup Street Wealth Management
Michigan
$4.08M 201,819 -46,871 -19%
MML Investors Services
83
MML Investors Services
Massachusetts
$4.04M 200,059 -403 -0.2%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$4M 198,058 -132,826 -40%
MPCG
85
Matrix Private Capital Group
New York
$3.96M 196,059 +1,604 +0.8%
IWS
86
Insight Wealth Strategies
California
$3.91M 193,046 – –
WCM
87
Windham Capital Management
Massachusetts
$3.9M 193,028 -4,018 -2%
HFS
88
Horizon Financial Services
North Carolina
$3.88M 192,036 -33,163 -15%
Deutsche Bank
89
Deutsche Bank
Germany
$3.5M 173,330 -90,000 -34%
SW
90
Simplicity Wealth
New Jersey
$3.48M 172,094 -1,762 -1%
CFA
91
Camarda Financial Advisors
Florida
$3.46M 171,165 -3,842 -2%
TAM
92
Tocqueville Asset Management
New York
$3.38M 167,615 -264,565 -61%
AFP
93
Ausdal Financial Partners
Iowa
$3.33M 165,094 +12,798 +8%
BFC
94
Blue Fin Capital
Rhode Island
$3.27M 161,771 +16,681 +11%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$3.2M 158,414 -7,283 -4%
MBTD
96
Mechanics Bank - Trust Department
California
$3.15M 156,215 +34,620 +28%
OMC
97
Old Mission Capital
Illinois
$3.05M 151,050 +79,123 +110%
FA
98
Forefront Analytics
Pennsylvania
$3.03M 150,077 -380 -0.3%
PAS
99
Park Avenue Securities
New York
$2.96M 146,439 -11,006 -7%
CST
100
Charles Schwab Trust
Nevada
$2.95M 146,000 -21,196 -13%
2 3
4
5 6