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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

429 hedge funds and large institutions have $3.87B invested in Invesco Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+47
Holders Change %
+12.3%
% of All Funds
6.92%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.34%
New
93
Increased
118
Reduced
164
Closed
41
Calls
$4.93M
Puts
$534M
Net Calls
-$529M
Net Calls Change
+$43.6M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$246M
2
OPAM
Ocean Park Asset Management
California
$165M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88M
4
ACM
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.8M
2
PFO
Pathstone Family Office
New Jersey
$0
3
DADC
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
TT
126
TI-Trust
Illinois
$2.77M – – –
FWS
127
FinDec Wealth Services
California
$2.73M +$2.73M +132,868 New
CFB
128
Cullen/Frost Bankers
Texas
$2.69M +$950K +46,260 +55%
AP
129
Appleton Partners
Massachusetts
$2.68M +$37.7K +1,835 +1%
FA
130
Forefront Analytics
Pennsylvania
$2.59M -$486K -23,690 -16%
OPCM
131
Osborne Partners Capital Management
California
$2.55M +$747K +36,370 +41%
CST
132
Charles Schwab Trust
Nevada
$2.52M -$481K -23,445 -16%
MAM
133
MMA Asset Management
Pennsylvania
$2.48M +$161K +7,835 +7%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$2.46M +$2.46M +119,400 New
PA
135
PPM America
Illinois
$2.42M – – –
BCA
136
Bay Colony Advisors
Massachusetts
$2.39M -$43K -2,096 -2%
CCM
137
Crabel Capital Management
California
$2.35M +$2.35M +114,639 New
MPCG
138
Matrix Private Capital Group
New York
$2.33M -$1.7M -82,694 -42%
Stifel Financial
139
Stifel Financial
Missouri
$2.23M +$212K +10,303 +10%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$2.21M -$475K -23,158 -18%
DWM
141
Destination Wealth Management
California
$2.19M -$37.7K -1,838 -2%
FT
142
Fiduciary Trust
Massachusetts
$2.15M +$2.15M +104,924 New
PA
143
Parallel Advisors
California
$2.13M -$100K -4,881 -4%
H
144
HoyleCohen
California
$2.09M +$350K +17,035 +20%
AWM
145
AE Wealth Management
Kansas
$2.09M -$225K -10,959 -10%
US Bancorp
146
US Bancorp
Minnesota
$2.08M +$2.07M +100,842 +30,839%
BWG
147
Beta Wealth Group
California
$2.07M -$158K -7,705 -7%
First Trust Advisors
148
First Trust Advisors
Illinois
$2.06M -$94.2K -4,588 -4%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$2.05M -$380K -18,523 -16%
HWM
150
Howard Wealth Management
Connecticut
$2.02M -$106K -5,168 -5%
4 5
6
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