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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
Invesco
Georgia
$214M
3
SG Americas Securities
SG Americas Securities
New York
$74M
4
SLF
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
Goldman Sachs
New York
$110M
4
MIG
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
226
Castle Rock Wealth Management
California
$1.27M -$1.53M -72,495 -55%
SAS
227
Stelac Advisory Services
New York
$1.26M -$125K -5,932 -9%
PMA
228
Prudent Man Advisors
Illinois
$1.26M – – –
NL
229
NWAM LLC
Washington
$1.24M +$1.24M +58,822 New
GRP
230
Global Retirement Partners
California
$1.23M -$386K -18,349 -24%
CCFM
231
Clear Creek Financial Management
Washington
$1.23M +$264K +12,548 +27%
PAG
232
Private Advisor Group
New Jersey
$1.22M -$421K -20,027 -26%
KWM
233
Kingsview Wealth Management
Oregon
$1.21M -$48.2K -2,292 -4%
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$1.19M -$14.8K -705 -1%
HCM
235
Hilton Capital Management
New York
$1.16M -$15.1M -719,410 -93%
CI
236
CacheTech Inc
Utah
$1.15M -$201K -9,549 -15%
AWM
237
Adams Wealth Management
Utah
$1.15M -$201K -9,549 -15%
WWM
238
Wagner Wealth Management
South Carolina
$1.13M +$37.4K +1,780 +3%
TPCW
239
TD Private Client Wealth
New York
$1.13M +$129K +6,136 +13%
VAM
240
Verity Asset Management
North Carolina
$1.08M +$667K +31,755 +161%
SW
241
Simplicity Wealth
New Jersey
$1.08M -$517K -24,612 -32%
CP
242
Cumberland Partners
Ontario, Canada
$1.05M – – –
HFS
243
Howard Financial Services
Texas
$1.05M +$840K +40,000 +400%
BSG
244
Black Swift Group
Colorado
$985K +$35.5K +1,690 +4%
IWN
245
Independent Wealth Network
Iowa
$982K +$33.6K +1,601 +4%
HW
246
Hancock Whitney
Mississippi
$967K -$111K -5,264 -10%
OA
247
Operose Advisors
Wisconsin
$965K -$1.56M -74,375 -62%
GS
248
GTS Securities
New York
$964K -$696K -33,118 -42%
First Trust Advisors
249
First Trust Advisors
Illinois
$957K -$281K -13,378 -23%
VL
250
Vima LLC
Michigan
$934K -$60.6K -2,885 -6%
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