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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 %
Man Group
176
Man Group
United Kingdom
$451K +$451K +21,135 New
WPC
177
Waters Parkerson & Co
Louisiana
$448K – – –
FAIM
178
Financial Advocates Investment Management
Washington
$438K -$201K -9,395 -31%
BRWA
179
B. Riley Wealth Advisors
Florida
$437K -$2.84K -133 -0.6%
BHB
180
Bank Hapoalim BM
Israel
$429K -$468K – –
IWM
181
IHT Wealth Management
Illinois
$423K +$20.4K +956 +5%
CAG
182
Curtis Advisory Group
California
$421K +$421K +19,731 New
BWA
183
BlueSky Wealth Advisors
North Carolina
$417K – – –
Nuveen Asset Management
184
Nuveen Asset Management
Illinois
$416K +$416K +19,478 New
RA
185
Riversedge Advisors
Delaware
$399K +$162K +7,607 +69%
OPS
186
Orion Portfolio Solutions
Nebraska
$387K -$96.1K -4,498 -20%
QFA
187
Quattro Financial Advisors
Texas
$382K +$82.9K +3,892 +28%
SAM
188
SignalPoint Asset Management
Missouri
$381K +$86.3K +4,039 +29%
IWC
189
Integrated Wealth Concepts
Massachusetts
$377K +$50.5K +2,366 +15%
Wolverine Trading
190
Wolverine Trading
Illinois
$375K +$375K +17,724 New
VI
191
Vestcor Inc
New Brunswick, Canada
$374K +$374K +17,500 New
ACM
192
Anfield Capital Management
California
$366K – – –
DTC
193
Davidson Trust Company
Washington
$366K +$36.7K +1,721 +11%
SCM
194
Stellar Capital Management
Arizona
$360K +$360K +16,873 New
MWM
195
Meridian Wealth Management
Kentucky
$356K +$57.4K +2,693 +19%
Millennium Management
196
Millennium Management
New York
$351K +$351K +16,420 New
HighTower Advisors
197
HighTower Advisors
Illinois
$342K -$610K -28,776 -64%
BCM
198
Brookstone Capital Management
Illinois
$342K +$342K +16,014 New
AT
199
Arden Trust
Delaware
$325K -$95.7K -4,488 -23%
NFG
200
Next Financial Group
Texas
$325K +$2.54K +119 +0.8%
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