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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

438 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 160 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+57
Holders Change %
+14.96%
% of All Funds
6.76%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
96
Increased
160
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$177M
2
SLI
2
Sumitomo Life Insurance
Japan
$60.1M
3
ACG
3
Arch Capital Group
Bermuda
$180M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$48.6M
5
IA
5
IndexIQ Advisors
New York
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.3M
2
JPG
2
Jordan Park Group
California
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$7.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$1.29M +$10.8K +490 +0.8%
HighTower Advisors
202
HighTower Advisors
Illinois
$1.27M +$127K +5,757 +11%
CFB
203
Cullen/Frost Bankers
Texas
$1.25M -$11.2K -507 -0.9%
RCA
204
Ranch Capital Advisors
Florida
$1.22M +$47.6K +2,154 +4%
SC
205
Solstein Capital
California
$1.21M +$1.21M +54,511 New
SAS
206
Sage Advisory Services
Texas
$1.2M +$1.2M +54,215 New
LTI
207
Laffer Tengler Investments
Tennessee
$1.19M -$104K -4,718 -8%
CS
208
Credit Suisse
Switzerland
$1.19M -$295K -13,352 -20%
OPCM
209
Osborne Partners Capital Management
California
$1.18M -$32.4K -1,467 -3%
MIS
210
Morningstar Investment Services
Illinois
$1.18M -$25.1K -1,134 -2%
TPA
211
Trivium Point Advisory
Connecticut
$1.12M +$31.3K +1,416 +3%
IAN
212
Integrated Advisors Network
Texas
$1.12M +$495K +22,390 +79%
NF
213
Nikulski Financial
Iowa
$1.11M +$3.25K +147 +0.3%
AG
214
Ascent Group
Virginia
$1.11M +$1.11M +50,079 New
ADBIC
215
A.D. Beadell Investment Counsel
Wisconsin
$1.09M -$110K -4,999 -9%
KPCM
216
Kings Point Capital Management
New York
$1.07M +$56.1K +2,540 +6%
VAG
217
VisionPoint Advisory Group
Texas
$1.07M +$315K +14,290 +42%
PCA
218
Peddock Capital Advisors
Massachusetts
$1.05M -$187K -8,467 -15%
TCWM
219
Total Clarity Wealth Management
Illinois
$1.04M +$142K +6,446 +16%
APWA
220
Atlas Private Wealth Advisors
New Jersey
$1.02M +$117K +5,275 +13%
Calamos Advisors
221
Calamos Advisors
Illinois
$1.01M – – –
IB
222
Intrust Bank
Kansas
$1.01M – – –
EWM
223
Edge Wealth Management
New York
$1.01M +$1.01M +45,800 New
HHRDM
224
H&H Retirement Design & Management
Nevada
$1.01M -$5.71M -262,315 -85%
KWM
225
Kingsview Wealth Management
Oregon
$1.01M +$459K +20,795 +84%
7 8
9
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