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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
Ocean Park Asset Management
California
$153M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$85.6M
3
BCC
Bain Capital Credit
Massachusetts
$76.6M
4
NYLIM
New York Life Investment Management
New York
$114M
5
Man Group
Man Group
United Kingdom
$46.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$140M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$109M
5
Barclays
Barclays
United Kingdom
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Axxcess Wealth Management
California
$281K +$281K +13,349 New
IWM
302
IHT Wealth Management
Illinois
$280K +$280K +13,328 New
LMKC
303
L.M. Kohn & Company
Ohio
$280K – – –
CFP
304
Catalyst Financial Partners
Massachusetts
$269K +$21K +1,000 +8%
4FG
305
4Thought Financial Group
New York
$269K -$1.28K -61 -0.5%
PTC
306
Private Trust Company
Ohio
$268K -$139K -6,587 -34%
AFG
307
Atomi Financial Group
New York
$265K +$265K +12,597 New
AC
308
Avestar Capital
New York
$263K -$48.4K -2,300 -16%
CS
309
Comerica Securities
Michigan
$257K – – –
FWM
310
Forza Wealth Management
Florida
$254K – – –
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$254K +$254K +12,064 New
William Blair & Company
312
William Blair & Company
Illinois
$249K +$13.8K +655 +6%
LCGC
313
Legacy Capital Group California
California
$241K -$142K -6,763 -37%
WB
314
WesBanco Bank
West Virginia
$234K -$94.4K -4,490 -29%
LL
315
LWMG LLC
Minnesota
$232K +$17.1K +815 +8%
FPAS
316
Focus Partners Advisor Solutions
Missouri
$231K -$139K -6,593 -38%
FF
317
Friedenthal Financial
New Jersey
$222K -$15.6K -742 -7%
LA
318
Latitude Advisors
Florida
$219K +$219K +10,392 New
1IA
319
1620 Investment Advisors
Massachusetts
$217K -$16.3K -776 -7%
CWM
320
Cordatus Wealth Management
Pennsylvania
$215K – – –
MW
321
MBL Wealth
North Carolina
$215K +$1.3K +62 +0.6%
VCA
322
Verdence Capital Advisors
Maryland
$214K – – –
AWA
323
Arkadios Wealth Advisors
Georgia
$213K -$3.28K -156 -2%
LBWM
324
Left Brain Wealth Management
Illinois
$212K +$212K +10,060 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$210K – – –
11 12
13
14 15