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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

364 hedge funds and large institutions have $5B invested in Invesco Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
76
Increased
158
Reduced
76
Closed
41
Calls
$60.5M
Puts
$316M
Net Calls
-$255M
Net Calls Change
-$17.3M

Top Buyers

1
Jane Street
1
Jane Street
New York
$368M
2
Franklin Resources
2
Franklin Resources
California
$208M
3
Invesco
3
Invesco
Georgia
$207M
4
BCC
4
Bain Capital Credit
Massachusetts
$108M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$118M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$902K
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$17.8M
3
Citigroup
3
Citigroup
New York
$21.1M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$2.84M +$288K +13,029 +11%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$2.81M – – –
WAM
128
Wallington Asset Management
Indiana
$2.74M +$2.74M +123,610 New
WA
129
Wambolt & Associates
Colorado
$2.49M +$1.07M +48,378 +76%
RC
130
Roundview Capital
New Jersey
$2.39M +$773K +34,909 +48%
Lido Advisors
131
Lido Advisors
California
$2.38M +$2.38M +107,455 New
DWM
132
Destination Wealth Management
California
$2.37M +$234K +10,577 +11%
BAM
133
Belpointe Asset Management
Nevada
$2.3M +$435K +19,645 +23%
VA
134
Valmark Advisers
Ohio
$2.26M -$19.3K -873 -0.8%
MPCG
135
Matrix Private Capital Group
New York
$2.23M +$438K +19,800 +24%
PA
136
Perennial Advisors
New York
$2.23M +$327K +14,789 +17%
BFC
137
Blue Fin Capital
Rhode Island
$2.19M +$46K +2,079 +2%
CWM
138
Centric Wealth Management
Illinois
$2.17M +$53.4K +2,412 +3%
CCM
139
Crabel Capital Management
California
$2.12M -$11.9M -538,188 -85%
HWM
140
Howard Wealth Management
Connecticut
$2.12M +$95.9K +4,335 +5%
HH
141
Hilltop Holdings
Texas
$2.12M +$654K +29,551 +45%
CS
142
Credit Suisse
Switzerland
$2.11M -$21.1M -953,154 -91%
DDPIC
143
Deroy & Devereaux Private Investment Counsel
Michigan
$2.11M -$22.1K -1,000 -1%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$2.09M +$229K +10,372 +12%
SWA
145
Stratos Wealth Advisors
Ohio
$2.08M +$2.08M +93,882 New
PF
146
Phoenix Financial
Israel
$2.03M +$2.03M +91,637 New
PWPCM
147
Perella Weinberg Partners Capital Management
New York
$1.98M +$1.98M +89,365 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$1.95M +$249K +11,236 +15%
OPCM
149
Osborne Partners Capital Management
California
$1.94M +$1.94M +87,639 New
TCMP
150
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.93M -$434K -19,597 -18%
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6
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