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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

429 hedge funds and large institutions have $3.87B invested in Invesco Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+47
Holders Change %
+12.3%
% of All Funds
6.92%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.34%
New
93
Increased
118
Reduced
164
Closed
41
Calls
$4.93M
Puts
$534M
Net Calls
-$529M
Net Calls Change
+$43.6M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$246M
2
OPAM
Ocean Park Asset Management
California
$165M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88M
4
ACM
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.8M
2
PFO
Pathstone Family Office
New Jersey
$0
3
DADC
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Adams Wealth Management
Utah
$1.53M -$193K -9,388 -11%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$1.49M -$134K -6,532 -8%
FIA
178
Foundations Investment Advisors
Arizona
$1.48M +$556K +27,059 +60%
N
179
Natixis
France
$1.44M +$1.44M +69,981 New
MMRF
180
Michelson Medical Research Foundation
California
$1.4M +$1.4M +92,530 New
AG
181
Ascent Group
Virginia
$1.37M -$28.1K -1,369 -2%
PF
182
Parker Financial
Washington
$1.36M +$1.36M +66,426 New
ACM
183
Ascendant Capital Management
California
$1.35M +$842K +41,000 +164%
UB
184
UMB Bank
Missouri
$1.35M -$115K -5,614 -8%
FA
185
FC Advisory
Pennsylvania
$1.35M +$361K +17,568 +36%
AAM
186
Augustine Asset Management
Florida
$1.3M -$226 -11 -0%
PMA
187
Prudent Man Advisors
Illinois
$1.24M +$1.24M +60,000 New
SAS
188
Stelac Advisory Services
New York
$1.21M -$450K -21,914 -27%
PCA
189
Peddock Capital Advisors
Massachusetts
$1.21M +$49.3K +2,399 +4%
AAS
190
Avantax Advisory Services
Texas
$1.19M +$551K +26,844 +86%
OPA
191
Old Port Advisors
Maine
$1.19M +$315K +15,323 +36%
HCP
192
Hexagon Capital Partners
Arkansas
$1.17M -$133K -6,471 -10%
RWIA
193
Roger Wittlin Investment Advisory
California
$1.16M +$1.16M +56,456 +27,675%
IAN
194
Integrated Advisors Network
Texas
$1.15M -$987K -48,067 -46%
AWA
195
Aletheian Wealth Advisors
Washington
$1.14M -$140K -6,809 -11%
NF
196
Nikulski Financial
Iowa
$1.12M +$48.8K +2,375 +5%
EWM
197
Elmwood Wealth Management
California
$1.11M +$793K +38,650 +247%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$218K -10,597 -16%
CAG
199
Csenge Advisory Group
Florida
$1.11M -$1.82M -88,420 -62%
CCA
200
Column Capital Advisors
Indiana
$1.09M +$472K +23,000 +76%
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