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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
$455M
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
$118M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.5M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$11.8M
3
Goldman Sachs
Goldman Sachs
New York
$67.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
301
Logan Stone Capital
Illinois
$443K +$443K +21,106 New
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$441K -$206K -9,814 -32%
AIP
303
Almanack Investment Partners
Pennsylvania
$437K +$437K +20,809 New
DC
304
Davenport & Co
Virginia
$420K +$9.51K +453 +2%
CP
305
Cumberland Partners
Ontario, Canada
$420K – – –
DB
306
Dravo Bay
Delaware
$412K +$11.6K +551 +3%
AA
307
AlphaCentric Advisors
Puerto Rico
$404K -$4.79K -228 -1%
NL
308
NWAM LLC
Washington
$402K -$12.8K -610 -3%
VC
309
Veery Capital
Delaware
$399K +$22.8K +1,087 +6%
WCF
310
West Coast Financial
California
$398K -$92.1K -4,389 -19%
OWA
311
Opal Wealth Advisors
New York
$395K – – –
OMC
312
Overbrook Management Corp
New York
$395K – – –
CPRC
313
Consolidated Portfolio Review Corp
New York
$391K +$1.03K +49 +0.3%
SFS
314
Sowell Financial Services
Arkansas
$387K -$282K -13,443 -42%
BWL
315
Bogart Wealth LLC
Virginia
$378K -$457K -21,755 -55%
OIM
316
Oder Investment Management
California
$377K +$1.03K +49 +0.3%
SAM
317
SignalPoint Asset Management
Missouri
$376K +$22.8K +1,086 +6%
LNC
318
Lincoln National Corp
Pennsylvania
$367K +$367K +17,479 New
NONA
319
Ninety One North America
New York
$351K – – –
ASN
320
Advisory Services Network
Georgia
$349K +$148K +7,037 +74%
HAC
321
Harbor Advisory Corp
New Hampshire
$347K – – –
William Blair & Company
322
William Blair & Company
Illinois
$328K +$79.3K +3,780 +32%
BPA
323
Beacon Pointe Advisors
California
$326K +$326K +15,551 New
OIA
324
Optimum Investment Advisors
Illinois
$325K – – –
NA
325
NewEdge Advisors
Louisiana
$325K -$61.8K -2,942 -16%
11 12
13
14 15