BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

438 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 160 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+57
Holders Change %
+14.96%
% of All Funds
6.76%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
96
Increased
160
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$177M
2
SLI
2
Sumitomo Life Insurance
Japan
$60.1M
3
ACG
3
Arch Capital Group
Bermuda
$180M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$48.6M
5
IA
5
IndexIQ Advisors
New York
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.3M
2
JPG
2
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
126
Barings
North Carolina
$3.38M -$34M -1,538,937 -91%
OPS
127
Orion Portfolio Solutions
Nebraska
$3.28M +$239K +10,817 +8%
RC
128
Roundview Capital
New Jersey
$3.28M +$318K +14,374 +11%
WA
129
Wambolt & Associates
Colorado
$3.28M +$48.4K +2,192 +2%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.25M +$632K +28,594 +24%
UAS
131
United Asset Strategies
New York
$3.25M +$371K +16,791 +13%
AHC
132
Adell Harriman & Carpenter
Texas
$3.24M -$325K -14,686 -9%
PA
133
Pinnacle Associates
New York
$3.21M -$156K -7,050 -5%
MC
134
Muzinich & Co
New York
$3.16M – – –
AAS
135
Avantax Advisory Services
Texas
$3.04M +$356K +16,116 +13%
TIM
136
Thornburg Investment Management
New Mexico
$3.03M -$942K -42,616 -24%
CST
137
Charles Schwab Trust
Nevada
$2.99M -$248K -11,201 -8%
TT
138
TI-Trust
Illinois
$2.98M +$2.98M +135,000 New
PAS
139
Park Avenue Securities
New York
$2.98M +$837K +37,896 +39%
WAM
140
Wallington Asset Management
Indiana
$2.89M +$65.6K +2,970 +2%
DFG
141
Delphi Financial Group
Delaware
$2.88M – – –
GEM
142
Global Endowment Management
North Carolina
$2.86M -$294K -13,300 -9%
Lido Advisors
143
Lido Advisors
California
$2.78M +$2.78M +125,814 New
PA
144
Perennial Advisors
New York
$2.78M +$138K +6,262 +5%
AWM
145
AE Wealth Management
Kansas
$2.77M +$427K +19,337 +18%
CWM
146
Centric Wealth Management
Illinois
$2.67M +$274K +12,404 +11%
FHA
147
Flagship Harbor Advisors
Massachusetts
$2.66M +$2.66M +120,128 New
PA
148
PPM America
Illinois
$2.61M – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$2.6M +$378K +17,097 +17%
NAM
150
Newfleet Asset Management
Connecticut
$2.56M -$449K -20,317 -15%
4 5
6
7 8