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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$392M
2
OPAM
2
Ocean Park Asset Management
California
$383M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M
5
American Century Companies
5
American Century Companies
Missouri
$108M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$348K
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
IMCOOI
4
Investment Management Corp of Ontario (IMCO)
Canada
$178M
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
301
Strategic Advocates
Utah
$670K -$99.9K -4,739 -13%
FSA
302
Fort Sheridan Advisors
Illinois
$664K +$30.3K +1,437 +5%
WCM
303
Wealthcare Capital Management
Virginia
$660K +$16.2K +768 +3%
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$651K -$56.7K -2,689 -8%
BRWA
305
B. Riley Wealth Advisors
Florida
$646K +$49.6K +2,353 +8%
FIM
306
Fernwood Investment Management
Massachusetts
$617K -$12.6K -600 -2%
Capstone Investment Advisors
307
Capstone Investment Advisors
New York
$612K +$612K +29,030 New
AWA
308
Arete Wealth Advisors
Illinois
$599K +$166K +7,893 +38%
MOS
309
MGO One Seven
Ohio
$583K +$15K +712 +3%
AAS
310
Ameritas Advisory Services
Nebraska
$571K +$4.07K +193 +0.7%
FCAM
311
First Citizens Asset Management
North Carolina
$570K -$41.9K -1,987 -7%
WIA
312
World Investment Advisors
California
$569K -$67.9K -3,224 -11%
PIA
313
Pinion Investment Advisors
Kansas
$554K +$554K +26,297 New
MCM
314
MAI Capital Management
Ohio
$535K +$535K +25,408 New
KPWS
315
Kestra Private Wealth Services
Texas
$532K +$61.9K +2,939 +13%
FCCM
316
First City Capital Management
Georgia
$529K -$110K -5,222 -17%
CRWM
317
Castle Rock Wealth Management
California
$525K -$747K -35,435 -59%
SB
318
Strategic Blueprint
Georgia
$520K -$3.96K -188 -0.8%
KWA
319
Kingswood Wealth Advisors
California
$519K +$519K +24,650 New
CA
320
CoreCap Advisors
Michigan
$516K +$487K +23,114 +1,707%
WA
321
Wambolt & Associates
Colorado
$507K -$206K -9,775 -29%
I
322
INVST
Indiana
$501K -$75.2K -3,567 -13%
KCM
323
Kennicott Capital Management
California
$498K – – –
EA
324
Everpar Advisors
Oklahoma
$489K -$9.59K -455 -2%
SFS
325
Sowell Financial Services
Arkansas
$487K +$67.9K +3,221 +16%
11 12
13
14 15