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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 %
OFA
151
Oak Family Advisors
Illinois
$2.45M +$383K +17,575 +19%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$2.44M -$6.84K -314 -0.3%
BAM
153
Belpointe Asset Management
Nevada
$2.43M +$227K +10,446 +10%
AUIM
154
Aegon USA Investment Management
Iowa
$2.4M +$200K +9,200 +9%
DWM
155
Destination Wealth Management
California
$2.39M +$30.5K +1,403 +1%
BCA
156
Bay Colony Advisors
Massachusetts
$2.37M -$38.3K -1,758 -2%
Stifel Financial
157
Stifel Financial
Missouri
$2.36M +$309K +14,185 +15%
AWM
158
Adams Wealth Management
Utah
$2.36M +$202K +9,280 +9%
HWM
159
Howard Wealth Management
Connecticut
$2.33M +$73.5K +3,377 +3%
SF
160
Synovus Financial
Georgia
$2.26M +$134K +6,117 +6%
FHA
161
Flagship Harbor Advisors
Massachusetts
$2.24M -$380K -17,457 -15%
FLPIM
162
F.L. Putnam Investment Management
Massachusetts
$2.23M +$272K +12,492 +14%
CS
163
Comerica Securities
Michigan
$2.23M +$1.93M +88,799 +649%
HIP
164
HUB Investment Partners
Texas
$2.18M +$2.18M +100,192 New
AFP
165
Ausdal Financial Partners
Iowa
$2.09M +$42.5K +1,950 +2%
FAP
166
Financial Advisory Partners
Florida
$1.99M -$120K -5,512 -6%
CA
167
Continuum Advisory
Idaho
$1.97M +$1.61M +74,734 +450%
PCA
168
Providence Capital Advisors
North Carolina
$1.96M +$1.96M +90 New
EWM
169
Edge Wealth Management
New York
$1.94M +$941K +43,200 +94%
VA
170
Valmark Advisers
Ohio
$1.93M -$53.7K -2,467 -3%
DDPIC
171
Deroy & Devereaux Private Investment Counsel
Michigan
$1.93M -$43.5K -2,000 -2%
MIH
172
Meitav Investment House
Israel
$1.9M +$289K +13,370 +18%
SAS
173
Stelac Advisory Services
New York
$1.89M +$488K +22,434 +35%
CFB
174
Cullen/Frost Bankers
Texas
$1.88M +$649K +29,798 +53%
AC
175
Avestar Capital
New York
$1.87M +$1.87M +86,000 New
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