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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

309 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
6.35%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
50
Increased
89
Reduced
117
Closed
67
Calls
$24M
Puts
$435M
Net Calls
-$411M
Net Calls Change
-$44.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$198M
2
Goldman Sachs
2
Goldman Sachs
New York
$291M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.4M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$109M
5
PWAG
5
Polaris Wealth Advisory Group
California
$51.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$63.2M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$0
3
EVM
3
Eaton Vance Management
Massachusetts
$696K
4
Bank of America
4
Bank of America
North Carolina
$55.4M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
151
Natixis
France
$637K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$606K -$7.6K -356 -1%
OIA
153
Optimum Investment Advisors
Illinois
$602K -$127K -5,950 -17%
Verition Fund Management
154
Verition Fund Management
Connecticut
$591K +$591K +27,698 New
PIA
155
Pinion Investment Advisors
Kansas
$580K – – –
MWA
156
Martel Wealth Advisors
Washington
$575K -$11.7K -548 -2%
TPA
157
Trivium Point Advisory
Connecticut
$572K +$141K +6,550 +33%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$563K +$563K +26,365 New
BCA
159
Biltmore Capital Advisors
New Jersey
$557K -$644K -30,159 -54%
TSS
160
Two Sigma Securities
New York
$555K +$555K +25,972 New
HCC
161
Hirtle Callaghan & Co
Pennsylvania
$551K -$528K – –
HIM
162
Hillsdale Investment Management
Ontario, Canada
$546K – – –
MIH
163
Meitav Investment House
Israel
$546K +$546K +25,612 New
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$525K +$500K +23,441 +2,010%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$522K – – –
FIM
166
Fernwood Investment Management
Massachusetts
$519K -$552K -25,851 -52%
DCM
167
Dimension Capital Management
Florida
$508K +$508K +23,800 New
AIM
168
Arcadia Investment Management
Michigan
$502K – – –
H
169
Hexavest
Quebec, Canada
$485K – – –
PFA
170
Paradigm Financial Advisors
Missouri
$475K -$726 -34 -0.2%
VCM
171
Virtue Capital Management
Tennessee
$472K +$472K +22,108 New
AFP
172
Ausdal Financial Partners
Iowa
$470K +$153K +7,168 +48%
MA
173
Mutual Advisors
Nebraska
$468K -$2.37K -111 -0.5%
CGFA
174
Colton Groome Financial Advisors
North Carolina
$463K +$119K +5,571 +35%
RF
175
RHS Financial
California
$455K +$197K +9,235 +76%
5 6
7
8 9