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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

520 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
73
Increased
228
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$297M
2
Jane Street
Jane Street
New York
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M
5
MIG
Mariner Investment Group
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$272M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$227M
3
NYLIM
New York Life Investment Management
New York
$33.7M
4
Citigroup
Citigroup
New York
$9.78K
5
OPAM
Ocean Park Asset Management
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
301
UMB Bank
Missouri
$756K -$201K -9,542 -21%
LBWM
302
Left Brain Wealth Management
Illinois
$756K +$113K +5,381 +18%
ASN
303
Advisory Services Network
Georgia
$715K +$497K +23,618 +228%
SP
304
Sequent Planning
Nebraska
$714K +$29.4K +1,400 +4%
CIS
305
Continental Investors Services
Washington
$705K -$3.09K -147 -0.4%
GCP
306
Gill Capital Partners
Colorado
$682K – – –
SPC
307
Sigma Planning Corp
Michigan
$675K -$24.8K -1,177 -4%
NWM
308
Napa Wealth Management
California
$667K +$667K +31,709 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$656K +$656K +31,200 New
FCCM
310
First City Capital Management
Georgia
$654K -$105 -5 -0%
I
311
INVST
Indiana
$642K -$227K -10,809 -26%
BRWA
312
B. Riley Wealth Advisors
Florida
$640K +$21K +998 +3%
FSA
313
Fort Sheridan Advisors
Illinois
$632K +$247K +11,730 +64%
FIM
314
Fernwood Investment Management
Massachusetts
$629K -$18.9K -900 -3%
AAS
315
Avantax Advisory Services
Texas
$621K +$13.2K +628 +2%
FCAM
316
First Citizens Asset Management
North Carolina
$617K -$1.81K -86 -0.3%
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$594K +$594K +28,245 New
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
$587K -$1.36M -64,804 -70%
BEI
319
Benjamin Edwards Inc
Missouri
$579K +$7.47K +355 +1%
QC
320
Quadrature Capital
United Kingdom
$578K +$578K +27,500 New
WIA
321
World Investment Advisors
California
$572K +$292K +13,873 +104%
WS
322
Wedbush Securities
California
$562K -$2.34M -111,268 -81%
AAS
323
Ameritas Advisory Services
Nebraska
$553K +$13.8K +654 +3%
FA
324
Faithward Advisors
Pennsylvania
$547K -$28.4K -1,348 -5%
HIM
325
Hillsdale Investment Management
Ontario, Canada
$537K – – –
11 12
13
14 15