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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$150M
4
Goldman Sachs
Goldman Sachs
New York
+$72.5M
5
Jane Street
Jane Street
New York
+$69.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$144M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$71.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$69.5M
4
BlackRock
BlackRock
New York
-$52.4M
5
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
276
K.J. Harrison & Partners
Ontario, Canada
$688K – – –
GCP
277
Gill Capital Partners
Colorado
$686K -$42.3K -1,995 -6%
BSB
278
Bangor Savings Bank
Maine
$684K -$157K -7,417 -19%
MI
279
Motiv8 Investments
Florida
$680K +$680K +32,119 New
FIM
280
Fernwood Investment Management
Massachusetts
$665K +$148K +7,006 +29%
HCM
281
Hilton Capital Management
New York
$659K – – –
FAT
282
First American Trust
California
$655K -$60.6K -2,860 -8%
HCP
283
Hexagon Capital Partners
Arkansas
$649K -$323K -15,255 -33%
KWA
284
Kingswood Wealth Advisors
California
$648K +$648K +30,582 New
FCAM
285
First Citizens Asset Management
North Carolina
$647K -$162K -7,645 -20%
WI
286
WBI Investments
New Jersey
$645K -$117K -5,529 -15%
BRWA
287
B. Riley Wealth Advisors
Florida
$639K +$16K +756 +3%
LBWM
288
Left Brain Wealth Management
Illinois
$632K +$401K +18,921 +174%
AAS
289
Avantax Advisory Services
Texas
$615K -$274K -12,926 -31%
FIA
290
Foundations Investment Advisors
Arizona
$615K -$169K -8,030 -22%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$604K +$35.7K +1,684 +6%
BWG
292
Beta Wealth Group
California
$603K -$114K -5,399 -16%
OC
293
Oppenheimer & Co
New York
$600K +$59.7K +2,821 +11%
GAA
294
Guardian Asset Advisors
Pennsylvania
$589K +$589K +27,814 New
WWM
295
Western Wealth Management
Colorado
$558K +$6.65K +314 +1%
SFP
296
Sweet Financial Partners
Minnesota
$552K +$11.4K +539 +2%
RIL
297
Rothschild Investment LLC
Illinois
$549K +$549K +25,925 New
IA
298
Icon Advisers
Colorado
$542K -$940K -44,400 -63%
FFN
299
Focus Financial Network
Minnesota
$541K +$224K +10,578 +71%
BWL
300
Bogart Wealth LLC
Virginia
$525K +$144K +6,776 +38%
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