Heritage Oak Wealth Advisors LLC Invests $2.22 Million in Invesco Senior Loan ETF (NYSEARCA:BKLN)

Heritage Oak Wealth Advisors LLC acquired a new position in Invesco Senior Loan ETF (NYSEARCA:BKLN) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 105,359 shares of the exchange traded fund’s stock, valued at approximately $2,217,000. Invesco Senior Loan ETF comprises approximately 1.2% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 14th largest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vantage Financial Partners LLC bought a new position in Invesco Senior Loan ETF during the fourth quarter valued at approximately $393,000. Orion Portfolio Solutions LLC boosted its stake in Invesco Senior Loan ETF by 138.7% during the fourth quarter. Orion Portfolio Solutions LLC now owns 24,301 shares of the exchange traded fund’s stock worth $515,000 after buying an additional 14,120 shares in the last quarter. J. W. Coons Advisors LLC acquired a new stake in shares of Invesco Senior Loan ETF in the 4th quarter valued at $344,000. The Manufacturers Life Insurance Company boosted its stake in shares of Invesco Senior Loan ETF by 9.8% in the 4th quarter. The Manufacturers Life Insurance Company now owns 4,732,126 shares of the exchange traded fund’s stock valued at $100,226,000 after purchasing an additional 421,925 shares in the last quarter. Finally, CIBC Asset Management Inc boosted its stake in shares of Invesco Senior Loan ETF by 51.9% in the 4th quarter. CIBC Asset Management Inc now owns 687,521 shares of the exchange traded fund’s stock valued at $14,562,000 after purchasing an additional 235,047 shares in the last quarter.

Invesco Senior Loan ETF Stock Performance

Shares of NYSEARCA:BKLN opened at $21.01 on Tuesday. Invesco Senior Loan ETF has a 52 week low of $20.61 and a 52 week high of $21.25. The company’s fifty day moving average is $20.99 and its 200-day moving average is $21.07.

Invesco Senior Loan ETF Profile

The Invesco Senior Loan ETF (BKLN) is an exchange-traded fund that mostly invests in high yield fixed income. The fund tracks a market-value-weighted index of senior loans issued by banks to corporations. BKLN was launched on Mar 3, 2011 and is managed by Invesco.