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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
Invesco
Georgia
$214M
3
SG Americas Securities
SG Americas Securities
New York
$74M
4
SLF
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
Goldman Sachs
New York
$110M
4
MIG
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Avantax Advisory Services
Texas
$720K +$99K +4,714 +16%
EGM
277
Engineers Gate Manager
New York
$716K +$716K +34,073 New
ASN
278
Advisory Services Network
Georgia
$715K – – –
CIS
279
Continental Investors Services
Washington
$715K +$11K +523 +2%
WA
280
Wambolt & Associates
Colorado
$710K -$154K -7,323 -18%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$705K -$145K -6,882 -17%
GCP
282
Gill Capital Partners
Colorado
$681K – – –
UB
283
UMB Bank
Missouri
$672K -$82.9K -3,944 -11%
SC
284
Savant Capital
Illinois
$671K +$671K +31,944 New
HIM
285
Hillsdale Investment Management
Ontario, Canada
$661K +$125K +5,950 +23%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$656K -$4.96M -236,003 -88%
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$656K – – –
OC
288
Oppenheimer & Co
New York
$654K -$126K -6,007 -16%
WCM
289
Wealthcare Capital Management
Virginia
$642K -$181K -8,618 -22%
FCCM
290
First City Capital Management
Georgia
$637K -$15.8K -753 -2%
WIA
291
World Investment Advisors
California
$635K +$64.1K +3,050 +11%
FSA
292
Fort Sheridan Advisors
Illinois
$631K – – –
FIM
293
Fernwood Investment Management
Massachusetts
$628K – – –
US Bancorp
294
US Bancorp
Minnesota
$620K +$105K +4,999 +20%
FCAM
295
First Citizens Asset Management
North Carolina
$610K -$6.18K -294 -1%
BRWA
296
B. Riley Wealth Advisors
Florida
$594K -$44.9K -2,140 -7%
IA
297
Icon Advisers
Colorado
$590K -$315K -15,000 -35%
AAM
298
Advisors Asset Management
Colorado
$586K +$74.9K +3,565 +15%
I
299
INVST
Indiana
$575K -$66.2K -3,150 -10%
MOS
300
MGO One Seven
Ohio
$567K -$2.44M -116,135 -81%
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