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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$398M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$177M
3
PFO
Pathstone Family Office
New Jersey
$41.9M
4
NYLIM
New York Life Investment Management
New York
$51M
5
HI
HBK Investments
Texas
$9.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
ACG
Arch Capital Group
Bermuda
$0
3
Bank of America
Bank of America
North Carolina
$145M
4
Goldman Sachs
Goldman Sachs
New York
$328M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TT
126
TI-Trust
Illinois
$2.74M – – –
WAM
127
Wallington Asset Management
Indiana
$2.67M +$9.02K +445 +0.3%
AWM
128
Altium Wealth Management
New York
$2.64M +$2.64M +130,263 New
DFG
129
Delphi Financial Group
Delaware
$2.64M – – –
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$2.61M +$2.61M +128,534 New
HF
131
HRT Financial
New York
$2.54M +$2.54M +125,307 New
AP
132
Appleton Partners
Massachusetts
$2.51M +$130K +6,413 +5%
BCA
133
Bay Colony Advisors
Massachusetts
$2.51M +$227K +10,836 +10%
Stifel Financial
134
Stifel Financial
Missouri
$2.49M +$288K +14,226 +13%
AWM
135
AE Wealth Management
Kansas
$2.48M -$44.5K -2,195 -2%
MBTD
136
Mechanics Bank - Trust Department
California
$2.47M +$1.37M +67,695 +126%
CS
137
Comerica Securities
Michigan
$2.43M +$355K +17,517 +17%
DWM
138
Dakota Wealth Management
Florida
$2.39M -$797K -39,312 -25%
PA
139
Perennial Advisors
New York
$2.39M -$262K -12,945 -10%
PA
140
PPM America
Illinois
$2.39M – – –
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$2.39M +$310K +15,300 +15%
CA
142
Continuum Advisory
Idaho
$2.38M +$529K +26,108 +29%
AWM
143
Adams Wealth Management
Utah
$2.31M +$121K +5,950 +5%
DWM
144
Destination Wealth Management
California
$2.18M -$45.5K -2,247 -2%
SF
145
Synovus Financial
Georgia
$2.18M +$81.6K +4,017 +4%
BWG
146
Beta Wealth Group
California
$2.17M +$2.17M +107,249 New
OFA
147
Oak Family Advisors
Illinois
$2.14M -$136K -6,725 -6%
BAM
148
Belpointe Asset Management
Nevada
$2.13M -$131K -6,452 -6%
AHC
149
Adell Harriman & Carpenter
Texas
$1.92M -$546K -26,950 -22%
IAN
150
Integrated Advisors Network
Texas
$1.92M +$830K +40,946 +76%
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