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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

445 hedge funds and large institutions have $5.6B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
7.04%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
161
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$420M
2
Bank of America
Bank of America
North Carolina
$272M
3
Morgan Stanley
Morgan Stanley
New York
$266M
4
Ameriprise
Ameriprise
Minnesota
$137M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$410M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$893K
3
BlackRock
BlackRock
New York
$205M
4
IA
IndexIQ Advisors
New York
$48.1M
5
Man Group
Man Group
United Kingdom
$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
126
Greenup Street Wealth Management
Michigan
$3.52M +$3.52M +161,614 New
DWM
127
Dakota Wealth Management
Florida
$3.43M -$59.2K -2,718 -2%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$3.4M +$202K +9,298 +6%
PAS
129
Park Avenue Securities
New York
$3.39M +$453K +20,803 +15%
DHFB
130
Dixon Hubard Feinour & Brown
Virginia
$3.26M +$773K +35,511 +31%
PF
131
Phoenix Financial
Israel
$3.26M -$241K -11,057 -7%
WS
132
Wedbush Securities
California
$3.25M +$2.44M +112,100 +301%
UAS
133
United Asset Strategies
New York
$3.19M -$8.14K -374 -0.3%
CAG
134
Csenge Advisory Group
Florida
$3.15M -$624K -28,646 -17%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$3.13M -$3.56M -163,633 -53%
CWM
136
Cordatus Wealth Management
Pennsylvania
$3.08M -$1.74M -79,728 -36%
APA
137
American Portfolios Advisors
New York
$2.98M +$616K +28,299 +26%
BFC
138
Blue Fin Capital
Rhode Island
$2.98M +$469K +21,561 +19%
TT
139
TI-Trust
Illinois
$2.94M – – –
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$2.88M +$317K +14,584 +12%
WAM
141
Wallington Asset Management
Indiana
$2.86M +$13.1K +600 +0.5%
PA
142
Perennial Advisors
New York
$2.85M +$117K +5,353 +4%
DFG
143
Delphi Financial Group
Delaware
$2.83M – – –
RTS
144
Round Table Services
New Jersey
$2.75M +$831K +38,185 +43%
Simplex Trading
145
Simplex Trading
Illinois
$2.74M +$2.74M +125,687 New
AWM
146
AE Wealth Management
Kansas
$2.71M -$10.8K -498 -0.4%
SW
147
Simplicity Wealth
New Jersey
$2.68M -$1.48M -68,090 -36%
AHC
148
Adell Harriman & Carpenter
Texas
$2.65M -$548K -25,164 -17%
PA
149
PPM America
Illinois
$2.57M – – –
AP
150
Appleton Partners
Massachusetts
$2.56M +$115K +5,296 +5%
4 5
6
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