BKLN icon

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 %
DG
151
DMC Group
Alabama
$1.46M +$120K +5,906 +9%
WAM
152
Worth Asset Management
Texas
$1.45M +$1.09M +53,734 +294%
AWS
153
Atria Wealth Solutions
New York
$1.45M +$32.9K +1,628 +2%
UB
154
UMB Bank
Missouri
$1.44M -$198K -9,824 -12%
ACM
155
Anfield Capital Management
California
$1.41M -$86K -4,260 -6%
AG
156
Ascent Group
Virginia
$1.41M +$225K +10,853 +19%
HW
157
Hancock Whitney
Mississippi
$1.37M -$51K -2,524 -4%
WF
158
Welch & Forbes
Massachusetts
$1.32M -$83.9K -4,158 -6%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$190K +9,429 +17%
RCA
160
Ranch Capital Advisors
Florida
$1.29M +$50.7K +2,510 +4%
AAM
161
Augustine Asset Management
Florida
$1.28M +$13.9K +688 +1%
HCP
162
Hexagon Capital Partners
Arkansas
$1.28M -$81.2K -4,020 -6%
FCBT
163
First Citizens Bank & Trust
North Carolina
$1.26M +$1.26M +62,431 New
AWA
164
Aletheian Wealth Advisors
Washington
$1.26M -$43.3K -2,143 -3%
PIA
165
Pinion Investment Advisors
Kansas
$1.26M – – –
Man Group
166
Man Group
United Kingdom
$1.18M +$1.18M +58,567 New
PCA
167
Peddock Capital Advisors
Massachusetts
$1.14M -$33.5K -1,658 -3%
SEIA
168
Signature Estate & Investment Advisors
California
$1.09M +$36.3K +1,797 +3%
CAN
169
Cetera Advisor Networks
California
$1.08M -$125K -6,196 -10%
NF
170
Nikulski Financial
Iowa
$1.06M +$19.9K +985 +2%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$1.05M +$103K +5,097 +11%
NRI
172
NFP Retirement Inc
California
$1.04M -$22.7K -1,122 -2%
EH
173
Equitable Holdings
New York
$997K +$689K +34,123 +223%
FA
174
FC Advisory
Pennsylvania
$972K +$349K +17,288 +56%
PBO
175
Peoples Bank (Ohio)
Ohio
$946K -$31.8K -1,574 -3%
5 6
7
8 9