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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.

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 %
OMC
126
Overbrook Management Corp
New York
$974K -$164K -7,662 -14%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$967K +$967K +45,281 New
ACM
128
AlphaStar Capital Management
North Carolina
$963K -$233K -10,808 -20%
RCA
129
Ranch Capital Advisors
Florida
$936K -$360K -16,547 -28%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$914K -$2.28M -106,800 -71%
Citadel Advisors
131
Citadel Advisors
Florida
$913K +$913K +42,785 New
WS
132
Wedbush Securities
California
$904K +$97.9K +4,586 +12%
WB
133
Webster Bank
Connecticut
$900K – – –
UCFA
134
United Capital Financial Advisors
Texas
$893K -$17.8K -836 -2%
WF
135
Welch & Forbes
Massachusetts
$848K -$2.78K -130 -0.3%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$847K +$847K +39,653 New
CAN
137
Cetera Advisor Networks
California
$825K -$491 -23 -0.1%
HSA
138
HBK Sorce Advisory
Pennsylvania
$785K – – –
MLM
139
Mount Lucas Management
Pennsylvania
$780K +$780K +36,526 New
NEAM
140
New England Asset Management
Connecticut
$777K -$181K -8,500 -19%
PAM
141
Panagora Asset Management
Massachusetts
$753K -$2.15M -100,885 -74%
AP
142
Appleton Partners
Massachusetts
$737K -$35.7K -1,673 -5%
M&T Bank
143
M&T Bank
New York
$733K +$256 +12 +0%
HW
144
Hancock Whitney
Mississippi
$711K +$711K +33,325 New
DC
145
Davenport & Co
Virginia
$700K – – –
EVM
146
Eaton Vance Management
Massachusetts
$696K -$42.8M -2,000,000 -98%
IB
147
Intrust Bank
Kansas
$652K – – –
HH
148
Hilltop Holdings
Texas
$644K -$610K -28,568 -49%
WA
149
Wambolt & Associates
Colorado
$641K -$36.7K -1,721 -5%
TF
150
Tompkins Financial
New York
$639K -$3.91K -183 -0.6%
4 5
6
7 8