BKLN icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.68M -$672K -31,500 -29%
COF
102
Capital One Financial
Virginia
$1.57M -$316K -14,813 -17%
BAM
103
Belpointe Asset Management
Nevada
$1.48M -$52.1K -2,441 -3%
RC
104
Roundview Capital
New Jersey
$1.46M +$28.7K +1,346 +2%
MIA
105
MainStreet Investment Advisors
Illinois
$1.41M -$17.1K -800 -1%
Renaissance Technologies
106
Renaissance Technologies
New York
$1.41M +$1.41M +66,100 New
AAS
107
Avantax Advisory Services
Texas
$1.34M -$164K -7,665 -11%
CFB
108
Cullen/Frost Bankers
Texas
$1.31M -$78.9K -3,695 -6%
VCM
109
Verger Capital Management
North Carolina
$1.27M +$1.27M +59,401 New
KPCM
110
Kings Point Capital Management
New York
$1.27M -$83.3K -3,900 -6%
HWM
111
Howard Wealth Management
Connecticut
$1.25M +$44.9K +2,105 +4%
HIM
112
Hanlon Investment Management
New Jersey
$1.24M -$128K -5,994 -9%
CI Investments Inc
113
CI Investments Inc
Ontario, Canada
$1.21M – – –
NR
114
Newfound Research
Massachusetts
$1.19M +$545K +25,544 +85%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.17M +$193K +9,043 +20%
GCP
116
Gill Capital Partners
Colorado
$1.14M -$43.6K -2,043 -4%
HNB
117
Huntington National Bank
Ohio
$1.13M -$1.45M – –
NL
118
NWAM LLC
Washington
$1.12M -$9.24K -433 -0.8%
SAS
119
Stelac Advisory Services
New York
$1.1M -$671K -33,119 -38%
FA
120
Forefront Analytics
Pennsylvania
$1.05M +$278K +13,027 +36%
CST
121
Charles Schwab Trust
Nevada
$1.05M -$1.93M -90,447 -65%
PAG
122
Pinnacle Advisory Group
Maryland
$1.04M -$29.5K -1,380 -3%
VCA
123
Verdence Capital Advisors
Maryland
$1.01M +$285K +13,363 +39%
ML
124
McAdam LLC
Pennsylvania
$990K -$69.4K -3,251 -7%
NA
125
NewEdge Advisors
Louisiana
$980K -$251K -11,781 -20%
3 4
5
6 7