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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 %
FA
176
Flagstar Advisors
New York
$926K +$926K +45,873 New
Calamos Advisors
177
Calamos Advisors
Illinois
$926K – – –
ADBIC
178
A.D. Beadell Investment Counsel
Wisconsin
$921K -$2K -99 -0.2%
KWM
179
Kingsview Wealth Management
Oregon
$914K -$30.3K -1,500 -3%
UCFA
180
United Capital Financial Advisors
Texas
$912K -$733K -36,332 -45%
TPA
181
Trivium Point Advisory
Connecticut
$910K -$46.4K -2,241 -5%
FIA
182
Foundations Investment Advisors
Arizona
$910K +$910K +45,063 New
IA
183
IFP Advisors
Florida
$908K -$152K -6,404 -14%
CS
184
Credit Suisse
Switzerland
$907K -$2.21M -109,482 -71%
EWM
185
Edge Wealth Management
New York
$903K -$903K -44,500 -50%
ASFA
186
All Season Financial Advisors
Colorado
$898K +$898K +44,474 New
OPA
187
Old Port Advisors
Maine
$878K +$241K +11,674 +38%
UAS
188
United Asset Strategies
New York
$855K -$651K -32,280 -43%
NA
189
NewEdge Advisors
Louisiana
$851K -$335K -16,573 -28%
DWM
190
Dakota Wealth Management
Florida
$835K -$1.55M -76,730 -65%
IB
191
Intrust Bank
Kansas
$835K +$1.56K +77 +0.2%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$817K -$68.2K -3,380 -8%
FHA
193
Flagship Harbor Advisors
Massachusetts
$813K -$2.46M -121,919 -75%
Prudential Financial
194
Prudential Financial
New Jersey
$803K +$40K +1,977 +5%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$784K -$7.02K -348 -0.9%
IWN
196
Independent Wealth Network
Iowa
$771K +$27.7K +1,370 +4%
DAS
197
Dynamic Advisor Solutions
Arizona
$765K +$333K +16,506 +77%
FCCM
198
First City Capital Management
Georgia
$746K -$27.4K -1,357 -4%
BAAM
199
Baker Avenue Asset Management
California
$741K +$741K +36,706 New
BRWA
200
B. Riley Wealth Advisors
Florida
$731K +$37.8K +1,868 +5%
6 7
8
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