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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 %
NONA
201
Ninety One North America
New York
$1.07M +$692K +33,700 +181%
GT
202
Greenleaf Trust
Michigan
$1.06M -$1.93M -93,966 -65%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$1.04M -$27.3K -1,332 -3%
AUIM
204
Aegon USA Investment Management
Iowa
$1.04M +$1.04M +50,600 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$997K +$997K +48,547 New
PIA
206
Pinion Investment Advisors
Kansas
$991K -$285K -13,870 -22%
Creative Planning
207
Creative Planning
Kansas
$970K +$590K +28,746 +155%
Wolverine Trading
208
Wolverine Trading
Illinois
$966K +$966K +47,036 New
PBO
209
Peoples Bank (Ohio)
Ohio
$960K -$2.28K -111 -0.2%
DAS
210
Dynamic Advisor Solutions
Arizona
$960K +$182K +8,867 +23%
FA
211
Flagstar Advisors
New York
$957K +$15.3K +743 +2%
AssetMark Inc
212
AssetMark Inc
California
$957K +$956K +46,575 +119,423%
IA
213
IFP Advisors
Florida
$955K +$58.9K +2,521 +7%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$947K +$116K +5,632 +14%
Calamos Advisors
215
Calamos Advisors
Illinois
$942K – – –
ADBIC
216
A.D. Beadell Investment Counsel
Wisconsin
$936K +$41 +2 +0%
NRI
217
NFP Retirement Inc
California
$930K -$127K -6,167 -12%
CS
218
Credit Suisse
Switzerland
$922K – – –
EWM
219
Edge Wealth Management
New York
$914K – – –
SEIA
220
Signature Estate & Investment Advisors
California
$891K -$221K -10,762 -20%
TPA
221
Trivium Point Advisory
Connecticut
$859K -$62.2K -2,968 -7%
IB
222
Intrust Bank
Kansas
$849K – – –
Prudential Financial
223
Prudential Financial
New Jersey
$847K +$33.1K +1,614 +4%
KWM
224
Kingsview Wealth Management
Oregon
$846K -$83.7K -4,079 -9%
UCFA
225
United Capital Financial Advisors
Texas
$822K -$105K -5,130 -11%
7 8
9
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