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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 %
SAM
276
SignalPoint Asset Management
Missouri
$358K +$208 +10 +0.1%
JWS
277
Juncture Wealth Strategies
Arizona
$357K -$233K -11,180 -39%
HAC
278
Harbor Advisory Corp
New Hampshire
$344K +$344K +16,549 New
OIA
279
Optimum Investment Advisors
Illinois
$337K -$268K -12,900 -44%
MIH
280
Meitav Investment House
Israel
$332K -$1.34M -63,561 -80%
BBWP
281
Beacon Bridge Wealth Partners
Pennsylvania
$329K +$36.6K +1,758 +13%
SAG
282
SageView Advisory Group
California
$325K -$4.74K -228 -1%
WB
283
WesBanco Bank
West Virginia
$324K -$18.7K -900 -5%
CAS
284
Coppell Advisory Solutions
Texas
$318K +$318K +15,286 New
CASC
285
Coppell Advisory Solutions Corp
Texas
$318K +$318K +15,286 New
CA
286
Calton & Associates
Florida
$316K -$74.5K -3,582 -19%
MCM
287
Mainstay Capital Management
Michigan
$313K -$65.9K -3,168 -17%
BAM
288
Belpointe Asset Management
Nevada
$313K -$6.09K -293 -2%
IWMA
289
Ironwood Wealth Management (Arizona)
Arizona
$309K -$832 -40 -0.3%
CFGS
290
Concourse Financial Group Securities
Alabama
$308K -$275K -13,227 -47%
AC
291
Avestar Capital
New York
$308K -$1.48M -71,200 -83%
RIG
292
RiverFront Investment Group
Virginia
$299K -$174K -8,350 -37%
SFS
293
Sowell Financial Services
Arkansas
$295K -$329K -15,832 -53%
HH
294
Hilltop Holdings
Texas
$294K -$19.4K -935 -6%
M&T Bank
295
M&T Bank
New York
$287K -$11.6K -556 -4%
DWM
296
Dakota Wealth Management
Florida
$287K -$211K -10,142 -42%
AL
297
Aspiriant LLC
California
$286K – – –
SWM
298
SeaCrest Wealth Management
New York
$278K +$278K +13,350 New
CIP
299
Capital Insight Partners
Arizona
$277K – – –
LMKC
300
L.M. Kohn & Company
Ohio
$277K – – –
10 11
12
13 14