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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
Grimes & Company
Massachusetts
$159M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$103M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$73.3M
5
Charles Schwab
Charles Schwab
California
$69.5M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
OPAM
Ocean Park Asset Management
California
$61.3M
3
Bank of America
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOA
301
Sea Otter Advisors
Florida
$277K +$277K +13,300 New
JFG
302
Jefferies Financial Group
New York
$276K +$276K +13,285 New
4FG
303
4Thought Financial Group
New York
$267K +$1.04K +50 +0.4%
CS
304
Comerica Securities
Michigan
$254K -$144K -6,923 -36%
FWM
305
Forza Wealth Management
Florida
$251K +$251K +12,090 New
DTC
306
Davidson Trust Company
Washington
$250K – – –
HWM
307
HB Wealth Management
Georgia
$250K -$402K -19,335 -62%
CFP
308
Catalyst Financial Partners
Massachusetts
$245K – – –
JCM
309
Jacobi Capital Management
Pennsylvania
$242K +$242K +11,611 New
FF
310
Friedenthal Financial
New Jersey
$235K +$24.7K +1,186 +12%
BIAS
311
Beacon Investment Advisory Services
New Jersey
$234K -$10.6M -511,926 -98%
William Blair & Company
312
William Blair & Company
Illinois
$233K +$63.3K +3,042 +37%
1IA
313
1620 Investment Advisors
Massachusetts
$230K -$2.39K -115 -1%
IC
314
IEQ Capital
California
$223K +$223K +10,698 New
Lido Advisors
315
Lido Advisors
California
$222K +$222K +10,681 New
HW
316
Hancock Whitney
Mississippi
$219K +$219K +10,526 New
BA
317
Bridgewater Advisors
New York
$216K – – –
AWA
318
Arkadios Wealth Advisors
Georgia
$214K +$3.52K +169 +2%
LL
319
LWMG LLC
Minnesota
$212K -$534K -25,682 -72%
CWM
320
Cordatus Wealth Management
Pennsylvania
$212K – – –
VCA
321
Verdence Capital Advisors
Maryland
$212K – – –
MW
322
MBL Wealth
North Carolina
$211K +$5.28K +254 +3%
VC
323
Veery Capital
Delaware
$207K +$207K +9,969 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$207K – – –
Wealthfront Advisers
325
Wealthfront Advisers
California
$207K -$35.6K -1,712 -15%
11 12
13
14 15