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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

416 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-13
Holders Change %
-3.03%
% of All Funds
6.66%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
123
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M

Top Buyers

1
GC
Grimes & Company
Massachusetts
$159M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$103M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$73.3M
5
Charles Schwab
Charles Schwab
California
$69.5M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
OPAM
Ocean Park Asset Management
California
$61.3M
3
Bank of America
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
326
Focus Financial Network
Minnesota
$203K +$203K +9,736 New
Bessemer Group
327
Bessemer Group
New Jersey
$195K – – –
CCMI
328
Creative Capital Management Investments
California
$186K +$186K +8,929 New
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$179K +$179K +8,608 New
AF
330
Allworth Financial
California
$163K -$33K -1,585 -17%
SC
331
Solstein Capital
California
$162K -$37.5K -1,804 -19%
SPIA
332
Steward Partners Investment Advisory
New York
$145K +$57.7K +2,774 +66%
WP
333
WealthShield Partners
North Carolina
$127K -$251K -12,068 -66%
LFASL
334
Lugano Financial Advisors SA (LFA)
Switzerland
$126K +$79.1K +3,805 +168%
CIAS
335
Capital Investment Advisory Services
North Carolina
$123K -$313K -15,024 -72%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$116K -$80.7K -3,879 -41%
AIM
337
Arcadia Investment Management
Michigan
$114K – – –
TRCT
338
Tower Research Capital (TRC)
New York
$114K +$12K +579 +12%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$114K +$51.8K +2,500 +83%
ASN
340
Advisory Services Network
Georgia
$105K -$86.3K -4,151 -45%
HS
341
Horan Securities
United States
$96.1K -$1.41K -68 -1%
WP
342
WealthPLAN Partners
Nebraska
$93.9K +$93.9K +4,516 New
HI
343
Harbour Investments
Wisconsin
$91.2K – – –
JFA
344
JNBA Financial Advisors
Minnesota
$86.1K -$20.5K -987 -19%
AIP
345
Ameritas Investment Partners
Nebraska
$75K -$133K -6,372 -64%
AAM
346
Advisors Asset Management
Colorado
$74.5K -$6.68K -321 -8%
FNBOSM
347
First National Bank of South Miami
Florida
$72.3K -$43.3K -2,083 -37%
AAS
348
Ameritas Advisory Services
Nebraska
$71K +$71K +3,411 New
BCWM
349
Bartlett & Co Wealth Management
Ohio
$64.1K -$2.86M -137,548 -98%
BC
350
Bartlett & Co
Ohio
$64K -$2.86M -137,548 -98%
12 13
14
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