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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$392M
2
OPAM
2
Ocean Park Asset Management
California
$383M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M
5
American Century Companies
5
American Century Companies
Missouri
$108M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$348K
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
IMCOOI
4
Investment Management Corp of Ontario (IMCO)
Canada
$178M
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
251
Motiv8 Investments
Florida
$1.22M -$143K -6,780 -11%
NL
252
NWAM LLC
Washington
$1.21M -$32.6K -1,545 -3%
WWM
253
Wagner Wealth Management
South Carolina
$1.2M +$65.8K +3,121 +6%
VIA
254
Virtus Investment Advisers
Connecticut
$1.19M +$1.19M +56,622 New
AWM
255
Adams Wealth Management
Utah
$1.17M +$12.5K +594 +1%
CI
256
CacheTech Inc
Utah
$1.17M +$12.5K +594 +1%
TPCW
257
TD Private Client Wealth
New York
$1.14M +$464 +22 +0%
HFS
258
Howard Financial Services
Texas
$1.12M +$71.2K +3,381 +7%
CCFM
259
Clear Creek Financial Management
Washington
$1.12M -$116K -5,500 -9%
PAG
260
Private Advisor Group
New Jersey
$1.11M -$119K -5,647 -10%
CP
261
Cumberland Partners
Ontario, Canada
$1.05M – – –
HSBC Holdings
262
HSBC Holdings
United Kingdom
$1.05M +$190K +9,031 +22%
LBWM
263
Left Brain Wealth Management
Illinois
$1.03M +$199K +9,436 +24%
CSP
264
Cary Street Partners
Virginia
$1.03M +$1.03M +48,883 New
VEA
265
Virtus ETF Advisers
New York
$1.02M +$1.02M +48,333 New
OC
266
Oppenheimer & Co
New York
$1.01M +$351K +16,648 +54%
PMA
267
Prudent Man Advisors
Illinois
$1.01M -$259K -12,300 -21%
OPS
268
Orion Portfolio Solutions
Nebraska
$1M +$78.7K +3,736 +9%
BCI
269
Brinker Capital Investments
Pennsylvania
$1M +$78.7K +3,736 +9%
HWM
270
Horizon Wealth Management
Illinois
$979K +$979K +46,462 New
CFB
271
Cullen/Frost Bankers
Texas
$961K +$57.5K +2,729 +6%
First Trust Advisors
272
First Trust Advisors
Illinois
$955K -$4.47K -212 -0.5%
ASN
273
Advisory Services Network
Georgia
$951K +$235K +11,137 +33%
TWC
274
TD Waterhouse Canada
Ontario, Canada
$914K – – –
WI
275
WBI Investments
New Jersey
$906K -$692K -32,827 -43%
9 10
11
12 13