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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

443 hedge funds and large institutions have $4.62B invested in Invesco Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+30
Holders Change %
+7.26%
% of All Funds
7.06%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
67
Increased
163
Reduced
137
Closed
35
Calls
$21.7M
Puts
$346M
Net Calls
-$324M
Net Calls Change
-$251M

Top Buyers

1
BlackRock
BlackRock
New York
+$387M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
+$372M
3
AIA
Angeles Investment Advisors
California
+$70.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.6M
5
Bank of America
Bank of America
North Carolina
+$59.2M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$131M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$96.1M
3
Goldman Sachs
Goldman Sachs
New York
-$59.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$58.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MYDA Advisors
New York
$630K +$630K +30,000 New
JWCA
277
J.W. Cole Advisors
Florida
$619K +$15.4K +734 +3%
BRWA
278
B. Riley Wealth Advisors
Florida
$618K -$81.3K -3,873 -12%
Creative Planning
279
Creative Planning
Kansas
$603K -$379K -18,033 -39%
GRP
280
Global Retirement Partners
California
$598K +$6.83K +327 +1%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$563K +$61.4K +2,927 +12%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$562K +$441K +20,998 +363%
WWM
283
Western Wealth Management
Colorado
$546K +$67.3K +3,204 +14%
IAS
284
IMA Advisory Services
Colorado
$536K -$14.7K -700 -3%
SFP
285
Sweet Financial Partners
Minnesota
$536K +$11.1K +531 +2%
OC
286
Oppenheimer & Co
New York
$535K +$16.3K +775 +3%
GT
287
Greenleaf Trust
Michigan
$529K -$183K -8,720 -26%
FIM
288
Fernwood Investment Management
Massachusetts
$512K -$158K -7,525 -24%
JWBC
289
J.W. Burns & Co
New York
$509K +$509K +24,250 New
DCM
290
Dimension Capital Management
Florida
$500K – – –
TI
291
Trexquant Investment
Connecticut
$489K +$489K +23,312 New
AWM
292
Axxcess Wealth Management
California
$487K +$207K +9,839 +74%
HIM
293
Hillsdale Investment Management
Ontario, Canada
$485K – – –
AFG
294
Atomi Financial Group
New York
$484K +$219K +10,442 +83%
NGA
295
Naples Global Advisors
Florida
$470K -$525 -25 -0.1%
LWM
296
LJI Wealth Management
Indiana
$461K -$29.5K -1,404 -6%
MPCG
297
Matrix Private Capital Group
New York
$458K -$3.78K -180 -0.8%
PAG
298
Paladin Advisory Group
Iowa
$456K -$20.7K -985 -4%
Vanguard Group
299
Vanguard Group
Pennsylvania
$452K +$452K +21,536 New
UAS
300
United Asset Strategies
New York
$444K -$23.6K -1,126 -5%
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