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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

381 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
109
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$312M
2
JPG
2
Jordan Park Group
California
$96.9M
3
ACG
3
Arch Capital Group
Bermuda
$125M
4
BlackRock
4
BlackRock
New York
$301M
5
Citigroup
5
Citigroup
New York
$106M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$9.72M
2
Bank of America
2
Bank of America
North Carolina
$85.7M
3
SCM
3
SCS Capital Management
Massachusetts
$70.4M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$123K
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
126
Charles Schwab Trust
Nevada
$3.24M -$255K -11,545 -7%
WA
127
Wambolt & Associates
Colorado
$3.24M +$220K +9,914 +7%
SFG
128
StrategIQ Financial Group
Indiana
$3.2M +$1.42M +64,107 +79%
MC
129
Muzinich & Co
New York
$3.17M – – –
GEM
130
Global Endowment Management
North Carolina
$3.16M -$281K -12,700 -8%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$3.07M -$1.08M -48,750 -26%
OPS
132
Orion Portfolio Solutions
Nebraska
$3.05M -$57.1K -2,583 -2%
CCM
133
Crabel Capital Management
California
$3.02M -$2.03M -91,829 -40%
NAM
134
Newfleet Asset Management
Connecticut
$3.01M -$2.24M -101,426 -43%
RC
135
Roundview Capital
New Jersey
$2.97M +$169K +7,634 +6%
SF
136
Synovus Financial
Georgia
$2.97M +$827K +37,403 +39%
DFG
137
Delphi Financial Group
Delaware
$2.88M – – –
UAS
138
United Asset Strategies
New York
$2.88M +$141K +6,373 +5%
WAM
139
Wallington Asset Management
Indiana
$2.82M +$30.9K +1,400 +1%
AAS
140
Avantax Advisory Services
Texas
$2.69M +$835K +37,664 +45%
PA
141
Perennial Advisors
New York
$2.64M +$52.6K +2,378 +2%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$2.62M -$2.39M -108,146 -48%
PA
143
PPM America
Illinois
$2.61M +$2.61M +118,000 New
KAS
144
Kestra Advisory Services
Texas
$2.59M +$348K +15,734 +15%
HH
145
Hilltop Holdings
Texas
$2.56M +$217K +9,803 +9%
DWM
146
Destination Wealth Management
California
$2.48M +$103K +4,663 +4%
CWM
147
Centric Wealth Management
Illinois
$2.4M +$173K +7,831 +8%
BFC
148
Blue Fin Capital
Rhode Island
$2.38M +$193K +8,749 +9%
HWM
149
Howard Wealth Management
Connecticut
$2.37M +$156K +7,039 +7%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2.35M +$220K +9,930 +10%
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6
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