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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

416 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-13
Holders Change %
-3.03%
% of All Funds
6.66%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
123
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$159M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$103M
4
MFIMFI
4
Mesirow Financial Investment Management - Fixed Income
Illinois
$73.3M
5
Charles Schwab
5
Charles Schwab
California
$69.5M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
OPAM
2
Ocean Park Asset Management
California
$61.3M
3
Bank of America
3
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
226
Gill Capital Partners
Colorado
$721K +$5.37K +258 +0.8%
TPA
227
Trivium Point Advisory
Connecticut
$701K -$152K -7,317 -18%
TI
228
Trexquant Investment
Connecticut
$697K +$697K +33,524 New
CIS
229
Continental Investors Services
Washington
$691K -$19.3K -926 -3%
KJHP
230
K.J. Harrison & Partners
Ontario, Canada
$676K +$676K +32,500 New
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$652K -$89.2K -4,290 -12%
TNA
232
True North Advisors
Texas
$637K +$637K +30,617 New
FAT
233
First American Trust
California
$635K +$361K +17,359 +132%
GSWM
234
Greenup Street Wealth Management
Michigan
$613K -$3.52M -169,230 -85%
RA
235
Riversedge Advisors
Delaware
$601K +$12.2K +588 +2%
RWM
236
Revisor Wealth Management
Ohio
$595K +$595K +28,593 New
LWM
237
LJI Wealth Management
Indiana
$592K -$40.9K -1,966 -6%
EC
238
Estate Counselors
Wisconsin
$588K +$20.5K +985 +4%
GRP
239
Global Retirement Partners
California
$577K +$12.1K +578 +2%
NGA
240
Naples Global Advisors
Florida
$575K +$14K +675 +3%
LAM
241
LifePro Asset Management
California
$551K – – –
RSA
242
River Street Advisors
Illinois
$537K -$1.25K -60 -0.2%
SB
243
Strategic Blueprint
Georgia
$535K -$86.6K -4,164 -14%
IA
244
IFP Advisors
Florida
$534K -$405K -17,614 -43%
OC
245
Oppenheimer & Co
New York
$512K +$260K +12,485 +103%
SFP
246
Sweet Financial Partners
Minnesota
$511K -$7.24K -348 -1%
CPRC
247
Consolidated Portfolio Review Corp
New York
$510K +$510K +24,507 New
MC
248
Moors & Cabot
Massachusetts
$510K -$22.6K -1,086 -4%
DCM
249
Dimension Capital Management
Florida
$495K – – –
UAS
250
United Asset Strategies
New York
$493K +$957 +46 +0.2%
8 9
10
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