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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

382 hedge funds and large institutions have $3.22B invested in Invesco Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 173 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-23
Holders Change %
-5.68%
% of All Funds
6.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
36
Increased
114
Reduced
173
Closed
55
Calls
$48.3M
Puts
$621M
Net Calls
-$573M
Net Calls Change
+$880M

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$143M
2
PFO
Pathstone Family Office
New Jersey
$82.4M
3
Barclays
Barclays
United Kingdom
$57.2M
4
CW
Connectus Wealth
Ohio
$30.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
2
Goldman Sachs
Goldman Sachs
New York
$132M
3
Morgan Stanley
Morgan Stanley
New York
$204M
4
BCC
Bain Capital Credit
Massachusetts
$0
5
BlackRock
BlackRock
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
126
Beta Wealth Group
California
$2.19M +$21.2K +1,048 +1%
BAM
127
Belpointe Asset Management
Nevada
$2.15M +$23.2K +1,151 +1%
First Trust Advisors
128
First Trust Advisors
Illinois
$2.12M -$1.15M -56,948 -35%
IAN
129
Integrated Advisors Network
Texas
$2.1M +$196K +9,691 +10%
HWM
130
Howard Wealth Management
Connecticut
$2.09M +$2.09M +103,719 New
Lord, Abbett & Co
131
Lord, Abbett & Co
New Jersey
$2.07M +$2.07M +102,483 New
Stifel Financial
132
Stifel Financial
Missouri
$1.99M -$491K -24,333 -20%
KAS
133
Kestra Advisory Services
Texas
$1.98M -$889K -44,013 -31%
PA
134
Perennial Advisors
New York
$1.93M -$451K -22,334 -19%
SF
135
Synovus Financial
Georgia
$1.84M -$326K -16,157 -15%
FAP
136
Financial Advisory Partners
Florida
$1.81M -$40.6K -2,011 -2%
DDPIC
137
Deroy & Devereaux Private Investment Counsel
Michigan
$1.8M -$50.5K -2,500 -3%
OPCM
138
Osborne Partners Capital Management
California
$1.77M +$796K +39,415 +81%
VA
139
Valmark Advisers
Ohio
$1.76M -$18.5K -914 -1%
AC
140
Avestar Capital
New York
$1.76M – – –
MM
141
Main Management
California
$1.72M -$11.3M -561,979 -87%
H
142
HoyleCohen
California
$1.71M +$418K +20,705 +32%
CFB
143
Cullen/Frost Bankers
Texas
$1.71M -$37.3K -1,846 -2%
AWM
144
Adams Wealth Management
Utah
$1.69M -$616K -30,493 -27%
MIH
145
Meitav Investment House
Israel
$1.69M +$374K +18,500 +28%
RJA
146
Raymond James & Associates
Florida
$1.68M +$329K +16,281 +24%
AHC
147
Adell Harriman & Carpenter
Texas
$1.66M -$250K -12,400 -13%
GAMC
148
Garner Asset Management Corp
Texas
$1.66M -$248K -12,273 -13%
SAS
149
Stelac Advisory Services
New York
$1.63M +$43K +2,129 +3%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.6M -$8.22K -407 -0.5%
4 5
6
7 8