BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

413 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
133
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M

Top Buyers

1
OPAM
1
Ocean Park Asset Management
California
$153M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$85.6M
3
BCC
3
Bain Capital Credit
Massachusetts
$76.6M
4
NYLIM
4
New York Life Investment Management
New York
$114M
5
Man Group
5
Man Group
United Kingdom
$46.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$0
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$140M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$109M
5
Barclays
5
Barclays
United Kingdom
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$810K +$810K +38,493 New
TC
227
TownSquare Capital
Utah
$802K +$802K +38,116 New
BWM
228
Brown Wealth Management
Illinois
$774K +$774K +36,778 New
ATPW
229
Ashton Thomas Private Wealth
Arizona
$763K +$763K +36,259 New
AFG
230
Albion Financial Group
Utah
$762K +$762K +36,202 New
FCCM
231
First City Capital Management
Georgia
$745K -$4.63K -220 -0.6%
CAP
232
Columbia Advisory Partners
Washington
$741K +$741K +35,200 New
TPCW
233
TD Private Client Wealth
New York
$734K +$258K +12,284 +54%
CFB
234
Cullen/Frost Bankers
Texas
$729K -$1.59M -75,453 -69%
GCP
235
Gill Capital Partners
Colorado
$724K -$5.43K -258 -0.7%
GT
236
Greenleaf Trust
Michigan
$713K -$94.1K -4,473 -12%
BRWA
237
B. Riley Wealth Advisors
Florida
$701K -$34.1K -1,622 -5%
GSEP
238
Golden State Equity Partners
California
$700K -$1.18M -56,143 -63%
CA
239
Cetera Advisors
Colorado
$690K +$690K +32,796 New
KJHP
240
K.J. Harrison & Partners
Ontario, Canada
$681K – – –
FIM
241
Fernwood Investment Management
Massachusetts
$671K +$288K +13,702 +75%
SFS
242
Sowell Financial Services
Arkansas
$671K +$372K +17,692 +125%
UCFA
243
United Capital Financial Advisors
Texas
$667K -$364K -17,324 -35%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$649K -$11.4K -542 -2%
I
245
INVST
Indiana
$644K +$644K +30,632 New
Simplex Trading
246
Simplex Trading
Illinois
$644K +$644K +30,617 New
KWM
247
Kingsview Wealth Management
Oregon
$638K -$188K -8,924 -23%
FAT
248
First American Trust
California
$628K -$13.9K -662 -2%
JWCA
249
J.W. Cole Advisors
Florida
$605K +$605K +28,733 New
GRP
250
Global Retirement Partners
California
$595K +$12.5K +595 +2%
8 9
10
11 12