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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.

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
1
CIBC Asset Management
Ontario, Canada
$246M
2
OPAM
2
Ocean Park Asset Management
California
$165M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$88M
4
ACM
4
Advisors Capital Management
New Jersey
$46.2M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$190M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.8M
2
PFO
2
Pathstone Family Office
New Jersey
$0
3
DADC
3
D.A. Davidson & Co
Montana
$10.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$143M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$246M 11,972,990 +11,972,990 New
AWA
2
Arete Wealth Advisors
Illinois
$244M 11,884 -511 -4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M 10,952,206 -2,446,000 -18%
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$190M 9,241,172 +2,170,172 +31%
OPAM
5
Ocean Park Asset Management
California
$165M 8,052,600 +8,052,600 New
Bank of America
6
Bank of America
North Carolina
$158M 7,703,089 +1,674,576 +28%
Morgan Stanley
7
Morgan Stanley
New York
$143M 6,956,606 -3,149,022 -31%
Goldman Sachs
8
Goldman Sachs
New York
$140M 6,805,390 +246,661 +4%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$107M 5,215,893 -893,127 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$105M 5,129,499 +1,776,658 +53%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$88M 4,285,401 +4,182,918 +4,082%
BlackRock
12
BlackRock
New York
$86.5M 4,213,397 -1,048,447 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$80.2M 3,908,505 -1,278,092 -25%
CSIA
14
Charles Schwab Investment Advisory
California
$77.8M 3,789,531 +69,166 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$67.8M 3,304,496 -4,211,976 -56%
Ameriprise
16
Ameriprise
Minnesota
$60M 2,923,208 +12,538 +0.4%
SEI Investments
17
SEI Investments
Pennsylvania
$57.4M 2,796,428 -164,067 -6%
PP
18
Prudential plc
United Kingdom
$50.3M 2,448,741 +2,061,161 +532%
UBS Group
19
UBS Group
Switzerland
$49.9M 2,431,796 -992,478 -29%
NYLIM
20
New York Life Investment Management
New York
$48.2M 2,347,237 +52,022 +2%
ACM
21
Advisors Capital Management
New Jersey
$46.2M 2,248,843 +2,248,843 New
MMA
22
Miracle Mile Advisors
California
$41.8M 2,035,221 -197,720 -9%
SCM
23
SCS Capital Management
Massachusetts
$38.5M 1,873,900 -214,748 -10%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$36M 1,753,213 +140,500 +9%
PWAG
25
Polaris Wealth Advisory Group
California
$36M 1,707,445 +151,429 +10%
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