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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 %
IAS
251
IMA Advisory Services
Colorado
$552K -$11.1M -526,764 -95%
BIP
252
Blue Investment Partners
California
$530K +$530K +25,186 New
SFP
253
Sweet Financial Partners
Minnesota
$526K +$9.22K +438 +2%
OC
254
Oppenheimer & Co
New York
$520K +$2.53K +120 +0.5%
AWA
255
Arete Wealth Advisors
Illinois
$507K +$507K +24,082 New
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$503K +$37.3K +1,772 +8%
KPWS
257
Kestra Private Wealth Services
Texas
$503K +$24.7K +1,172 +5%
DCM
258
Dimension Capital Management
Florida
$501K – – –
SB
259
Strategic Blueprint
Georgia
$500K -$41K -1,948 -8%
LWM
260
LJI Wealth Management
Indiana
$492K -$107K -5,103 -18%
WCF
261
West Coast Financial
California
$491K +$2.06K +98 +0.4%
HIM
262
Hillsdale Investment Management
Ontario, Canada
$486K – – –
WWM
263
Western Wealth Management
Colorado
$480K +$7.62K +362 +2%
CAG
264
Csenge Advisory Group
Florida
$479K -$550K -26,127 -53%
PAG
265
Paladin Advisory Group
Iowa
$478K +$17.8K +848 +4%
NGA
266
Naples Global Advisors
Florida
$472K -$109K -5,200 -19%
UAS
267
United Asset Strategies
New York
$468K -$30K -1,426 -6%
MPCG
268
Matrix Private Capital Group
New York
$463K -$1.65M -78,195 -78%
NL
269
NVWM LLC
Pennsylvania
$425K +$425K +20,193 New
CP
270
Cumberland Partners
Ontario, Canada
$421K – – –
HighTower Advisors
271
HighTower Advisors
Illinois
$420K +$50.1K +2,373 +14%
NL
272
NWAM LLC
Washington
$416K +$416K +19,770 New
AAS
273
Avantax Advisory Services
Texas
$413K -$775K -36,822 -65%
DC
274
Davenport & Co
Virginia
$412K +$3.66K +174 +0.9%
AA
275
AlphaCentric Advisors
Puerto Rico
$410K -$54.3K -2,580 -12%
9 10
11
12 13