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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

364 hedge funds and large institutions have $5B invested in Invesco Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
76
Increased
158
Reduced
76
Closed
41
Calls
$60.5M
Puts
$316M
Net Calls
-$255M
Net Calls Change
-$17.3M

Top Buyers

1
Jane Street
1
Jane Street
New York
$368M
2
Franklin Resources
2
Franklin Resources
California
$208M
3
Invesco
3
Invesco
Georgia
$207M
4
BCC
4
Bain Capital Credit
Massachusetts
$108M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$118M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$902K
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$17.8M
3
Citigroup
3
Citigroup
New York
$21.1M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
201
Total Clarity Wealth Management
Illinois
$814K +$814K +36,805 New
SAS
202
Stelac Advisory Services
New York
$812K -$283K -12,775 -26%
QC
203
QCM Cayman
Texas
$782K +$510K +23,040 +187%
PAM
204
Panagora Asset Management
Massachusetts
$779K -$55.9K -2,524 -7%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$779K +$779K +35,203 New
CHAM
206
Clear Harbor Asset Management
Connecticut
$778K +$778K +35,140 New
IB
207
Intrust Bank
Kansas
$775K – – –
KAS
208
Kestra Advisory Services
Texas
$757K -$647K -29,238 -46%
APWA
209
Atlas Private Wealth Advisors
New Jersey
$739K +$739K +33,415 New
IFA
210
Interactive Financial Advisors
Illinois
$724K +$412K +18,610 +132%
NL
211
NWAM LLC
Washington
$712K -$342K -15,451 -32%
BHB
212
Bank Hapoalim BM
Israel
$709K -$538K – –
MWA
213
Martel Wealth Advisors
Washington
$674K +$8.66K +382 +1%
N
214
Natixis
France
$669K -$3.36K -152 -0.5%
CW
215
CreativeOne Wealth
Kansas
$644K +$160K +7,230 +33%
IWC
216
Integrated Wealth Concepts
Massachusetts
$615K +$15.6K +705 +3%
Verition Fund Management
217
Verition Fund Management
Connecticut
$613K – – –
PIA
218
Pinion Investment Advisors
Kansas
$601K – – –
WHG
219
Westwood Holdings Group
Texas
$571K +$571K +25,786 New
RA
220
Riversedge Advisors
Delaware
$560K +$62.7K +2,834 +13%
AIC
221
Ameritas Investment Company
Nebraska
$559K +$559K +25,260 New
WCF
222
West Coast Financial
California
$556K +$556K +25,127 New
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$542K +$19K +860 +4%
CIAS
224
Capital Investment Advisory Services
North Carolina
$542K +$31.5K +1,423 +6%
MC
225
Moors & Cabot
Massachusetts
$535K +$137K +6,215 +34%
7 8
9
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