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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.68B invested in Invesco Senior Loan ETF in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+15
Holders Change %
+4.12%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
56
Increased
188
Reduced
83
Closed
34
Calls
$33.5M
Puts
$302M
Net Calls
-$268M
Net Calls Change
-$13M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$293M
2
SCM
SCS Capital Management
Massachusetts
$177M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$305M
4
BlackRock
BlackRock
New York
$231M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$116M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
KKRC
Kohlberg Kravis Roberts & Co
New York
$0
3
PWAG
Polaris Wealth Advisory Group
California
$0
4
SLI
Sumitomo Life Insurance
Japan
$0
5
GC
Guggenheim Capital
Illinois
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
201
Overbrook Management Corp
New York
$969K -$16.7K -755 -2%
IIA
202
IPG Investment Advisors
California
$915K +$915K +41,300 New
MD
203
Money Design
Japan
$906K – – –
Kovitz Investment Group Partners
204
Kovitz Investment Group Partners
Illinois
$903K -$54.1K -2,442 -6%
WF
205
Welch & Forbes
Massachusetts
$876K -$3.3K -149 -0.4%
OIA
206
Optimum Investment Advisors
Illinois
$872K -$135K -6,083 -13%
TCWM
207
Total Clarity Wealth Management
Illinois
$846K +$30.9K +1,394 +4%
FIA
208
Foundations Investment Advisors
Arizona
$791K +$791K +35,727 New
IFA
209
Interactive Financial Advisors
Illinois
$782K +$56.7K +2,560 +8%
IB
210
Intrust Bank
Kansas
$776K – – –
APWA
211
Atlas Private Wealth Advisors
New Jersey
$775K +$35K +1,580 +5%
CW
212
CreativeOne Wealth
Kansas
$773K +$128K +5,770 +20%
GCP
213
Gill Capital Partners
Colorado
$764K -$72.1K -3,253 -9%
ACM
214
Anfield Capital Management
California
$760K -$314K -14,166 -29%
UCFA
215
United Capital Financial Advisors
Texas
$755K -$131K -5,939 -15%
BHB
216
Bank Hapoalim BM
Israel
$700K -$709K – –
CHAM
217
Clear Harbor Asset Management
Connecticut
$697K -$81.2K -3,665 -10%
HWMA
218
Heritage Wealth Management (Arizona)
Arizona
$682K +$682K +30,812 New
MWA
219
Martel Wealth Advisors
Washington
$672K +$13.6K +616 +2%
N
220
Natixis
France
$665K -$4.41K -199 -0.7%
Citadel Advisors
221
Citadel Advisors
Florida
$659K +$659K +29,759 New
HW
222
Hancock Whitney
Mississippi
$644K -$1.16M -52,199 -64%
MC
223
Moors & Cabot
Massachusetts
$644K +$107K +4,814 +20%
BRWA
224
B. Riley Wealth Advisors
Florida
$625K +$106K +4,770 +20%
OFW
225
Omnia Family Wealth
Florida
$620K +$199K +9,000 +47%
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