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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 %
MIH
326
Meitav Investment House
Israel
$321K +$16.9K +805 +6%
SAG
327
SageView Advisory Group
California
$321K – – –
FFN
328
Focus Financial Network
Minnesota
$315K +$110K +5,254 +54%
BBWP
329
Beacon Bridge Wealth Partners
Pennsylvania
$314K -$10.3K -490 -3%
BAM
330
Belpointe Asset Management
Nevada
$312K +$312K +14,887 New
FCA
331
Fortis Capital Advisors
Kansas
$312K +$312K +14,887 New
AAM
332
Advisors Asset Management
Colorado
$302K +$123K +5,862 +69%
M&T Bank
333
M&T Bank
New York
$290K – – –
AL
334
Aspiriant LLC
California
$289K – – –
FF
335
Friedenthal Financial
New Jersey
$282K +$61.2K +2,916 +28%
CAG
336
Csenge Advisory Group
Florida
$281K -$197K -9,367 -41%
LMKC
337
L.M. Kohn & Company
Ohio
$280K – – –
IWM
338
IHT Wealth Management
Illinois
$274K -$5.37K -256 -2%
OPCM
339
Osborne Partners Capital Management
California
$274K -$1.85M -88,096 -87%
4FG
340
4Thought Financial Group
New York
$270K +$1.62K +77 +0.6%
CFP
341
Catalyst Financial Partners
Massachusetts
$269K – – –
PTC
342
Private Trust Company
Ohio
$268K – – –
Nomura Asset Management
343
Nomura Asset Management
Japan
$267K +$267K +12,734 New
AC
344
Avestar Capital
New York
$262K – – –
RSA
345
River Street Advisors
Illinois
$262K -$28.6K -1,362 -10%
DWM
346
Dakota Wealth Management
Florida
$254K -$46.7K -2,227 -16%
FWM
347
Forza Wealth Management
Florida
$254K – – –
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$253K – – –
MW
349
MBL Wealth
North Carolina
$250K +$35.1K +1,673 +16%
LCGC
350
Legacy Capital Group California
California
$240K -$21 -1 -0%
12 13
14
15 16