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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 %
NGA
201
Naples Global Advisors
Florida
$322K +$12.8K +600 +4%
CASB
202
Cape Ann Savings Bank
Massachusetts
$319K +$319K +14,956 New
CW
203
CreativeOne Wealth
Kansas
$317K +$317K +14,842 New
AAM
204
Advisors Asset Management
Colorado
$316K +$25.1K +1,175 +9%
CIAS
205
Capital Investment Advisory Services
North Carolina
$312K +$6.8K +318 +2%
ECA
206
Elevated Capital Advisors
Utah
$301K +$301K +13,690 New
APA
207
American Portfolios Advisors
New York
$297K -$592K -27,728 -67%
MCM
208
Mainstay Capital Management
Michigan
$294K -$17.5K -819 -6%
SG Americas Securities
209
SG Americas Securities
New York
$291K +$37.9K +1,779 +15%
AWM
210
AE Wealth Management
Kansas
$290K -$104K -4,858 -26%
AIC
211
Ameritas Investment Company
Nebraska
$281K +$206K +9,648 +274%
SF
212
Symphony Financial
Texas
$279K -$5.3K -248 -2%
GWM
213
Greenwich Wealth Management
Connecticut
$271K -$110K -5,130 -29%
TK
214
TIAA Kaspick
Massachusetts
$271K +$271K +12,686 New
RCA
215
Rowland Carmichael Advisors
Arizona
$270K – – –
MOS
216
MGO One Seven
Ohio
$269K +$269K +12,592 New
3AM
217
3D Asset Management
Connecticut
$261K -$84.7K -3,963 -24%
NB
218
NBT Bank
New York
$261K – – –
WB
219
WesBanco Bank
West Virginia
$259K – – –
AA
220
Advisory Alpha
Michigan
$253K -$22.8K -1,078 -8%
SCA
221
Snowden Capital Advisors
New York
$248K -$9.01K -422 -4%
SIA
222
Starfire Investment Advisers
Michigan
$239K +$1.87K +88 +0.8%
WCM
223
Wealthcare Capital Management
Virginia
$236K -$33.6K -1,577 -12%
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$235K +$235K +11,000 New
AIC
225
Archer Investment Corporation
Indiana
$235K – – –
7 8
9
10 11