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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
301
Ameritas Advisory Services
Nebraska
$566K +$13.4K +639 +2%
OBWG
302
Onyx Bridge Wealth Group
New York
$529K -$3.68M -175,079 -87%
CAG
303
Csenge Advisory Group
Florida
$525K +$8.94K +423 +2%
SB
304
Strategic Blueprint
Georgia
$522K -$321K -15,280 -38%
EA
305
Everpar Advisors
Oklahoma
$497K -$349K -16,606 -41%
KCM
306
Kennicott Capital Management
California
$497K +$497K +23,653 New
WWM
307
Western Wealth Management
Colorado
$494K +$279K +13,303 +130%
EAM
308
Everstar Asset Management
North Carolina
$473K +$473K +22,500 New
KPWS
309
Kestra Private Wealth Services
Texas
$468K +$24K +1,142 +5%
OIM
310
Oder Investment Management
California
$468K +$71.3K +3,392 +18%
AA
311
Axiom Advisory
California
$452K +$7.06K +336 +2%
IMC Chicago
312
IMC Chicago
Illinois
$447K -$20.3K -965 -4%
NL
313
NVWM LLC
Pennsylvania
$444K +$444K +21,128 New
VFPW
314
Vantage Financial Partners (Wisconsin)
Wisconsin
$442K +$215K +10,249 +95%
IWM
315
IHT Wealth Management
Illinois
$442K -$809K -38,534 -65%
AWA
316
Arete Wealth Advisors
Illinois
$432K -$81.8K -3,896 -16%
GWM
317
Geneos Wealth Management
Colorado
$431K +$293K +13,929 +211%
CAM
318
Cresset Asset Management
Illinois
$429K +$2.16K +103 +0.5%
HCP
319
Hexagon Capital Partners
Arkansas
$426K -$31.9K -1,517 -7%
WC
320
Waterloo Capital
Texas
$425K -$5.92M -281,909 -93%
JWBC
321
J.W. Burns & Co
New York
$425K -$29.4K -1,400 -6%
C
322
Certuity
Florida
$422K -$21 -1 -0%
NONA
323
Ninety One North America
New York
$420K – – –
SFS
324
Sowell Financial Services
Arkansas
$418K +$399 +19 +0.1%
William Blair & Company
325
William Blair & Company
Illinois
$413K +$756 +36 +0.2%
11 12
13
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