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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 %
Wealthfront Advisers
276
Wealthfront Advisers
California
$407K +$198K +9,402 +94%
DB
277
Dravo Bay
Delaware
$401K +$12.6K +600 +3%
OWA
278
Opal Wealth Advisors
New York
$396K – – –
OMC
279
Overbrook Management Corp
New York
$396K – – –
CPRC
280
Consolidated Portfolio Review Corp
New York
$391K -$125K -5,923 -24%
NA
281
NewEdge Advisors
Louisiana
$388K -$27.9K -1,325 -7%
VC
282
Veery Capital
Delaware
$377K +$168K +7,970 +80%
OIM
283
Oder Investment Management
California
$377K +$377K +17,935 New
SAM
284
SignalPoint Asset Management
Missouri
$354K -$7.53K -358 -2%
NONA
285
Ninety One North America
New York
$351K -$139K -6,601 -28%
HAC
286
Harbor Advisory Corp
New Hampshire
$348K – – –
OIA
287
Optimum Investment Advisors
Illinois
$326K -$14.7K -700 -4%
BBWP
288
Beacon Bridge Wealth Partners
Pennsylvania
$325K -$7.64K -363 -2%
IWMA
289
Ironwood Wealth Management (Arizona)
Arizona
$324K +$11.1K +529 +4%
SAG
290
SageView Advisory Group
California
$322K -$7.11K -338 -2%
IA
291
IFP Advisors
Florida
$318K -$171K -8,136 -35%
MCM
292
Mainstay Capital Management
Michigan
$315K -$2.21K -105 -0.7%
CA
293
Calton & Associates
Florida
$310K -$9.62K -457 -3%
MIH
294
Meitav Investment House
Israel
$305K -$27.4K -1,305 -8%
RIG
295
RiverFront Investment Group
Virginia
$303K – – –
DWM
296
Dakota Wealth Management
Florida
$302K +$11.2K +532 +4%
RSA
297
River Street Advisors
Illinois
$291K -$252K -11,978 -46%
M&T Bank
298
M&T Bank
New York
$291K – – –
AL
299
Aspiriant LLC
California
$290K – – –
CA
300
CoreCap Advisors
Michigan
$287K +$287K +13,641 New
10 11
12
13 14