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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$398M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$177M
3
PFO
Pathstone Family Office
New Jersey
$41.9M
4
NYLIM
New York Life Investment Management
New York
$51M
5
HI
HBK Investments
Texas
$9.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
ACG
Arch Capital Group
Bermuda
$0
3
Bank of America
Bank of America
North Carolina
$145M
4
Goldman Sachs
Goldman Sachs
New York
$328M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
176
Hexagon Capital Partners
Arkansas
$1.36M -$16.4K -810 -1%
RJA
177
Raymond James & Associates
Florida
$1.35M -$4.49M -221,374 -77%
DG
178
DMC Group
Alabama
$1.33M +$23K +1,131 +2%
MIH
179
Meitav Investment House
Israel
$1.31M -$461K -22,945 -26%
AWA
180
Aletheian Wealth Advisors
Washington
$1.3M +$90.2K +4,448 +7%
H
181
HoyleCohen
California
$1.3M +$232K +11,447 +22%
AAM
182
Augustine Asset Management
Florida
$1.27M -$55.8K -2,753 -4%
PIA
183
Pinion Investment Advisors
Kansas
$1.26M – – –
GT
184
Greenleaf Trust
Michigan
$1.24M +$1.24M +61,252 New
RCA
185
Ranch Capital Advisors
Florida
$1.24M +$73.3K +3,615 +6%
CAN
186
Cetera Advisor Networks
California
$1.21M +$48.6K +2,400 +4%
AG
187
Ascent Group
Virginia
$1.2M +$87.9K +4,191 +8%
NA
188
NewEdge Advisors
Louisiana
$1.19M -$11.9M -587,936 -91%
PCA
189
Peddock Capital Advisors
Massachusetts
$1.18M +$62.2K +3,068 +6%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$936K +46,141 +497%
ACM
191
AlphaStar Capital Management
North Carolina
$1.08M -$283K -13,952 -21%
NRI
192
NFP Retirement Inc
California
$1.07M +$589K +29,049 +123%
CWM
193
Cordatus Wealth Management
Pennsylvania
$1.06M -$1.8M -88,829 -63%
SEIA
194
Signature Estate & Investment Advisors
California
$1.06M +$1.06M +52,368 New
IA
195
IFP Advisors
Florida
$1.05M – – –
NF
196
Nikulski Financial
Iowa
$1.04M -$30.8K -1,517 -3%
SFP
197
Sweet Financial Partners
Minnesota
$1M +$490K +24,173 +96%
PBO
198
Peoples Bank (Ohio)
Ohio
$982K -$30.4K -1,499 -3%
OPCM
199
Osborne Partners Capital Management
California
$981K -$77.6K -3,830 -7%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$969K +$5.25K +259 +0.5%
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