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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$150M
4
Goldman Sachs
Goldman Sachs
New York
+$72.5M
5
Jane Street
Jane Street
New York
+$69.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$144M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$71.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$69.5M
4
BlackRock
BlackRock
New York
-$52.4M
5
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DB
326
Dravo Bay
Delaware
$402K -$13.6K -643 -3%
OIM
327
Oder Investment Management
California
$400K +$19.1K +903 +5%
VFPW
328
Vantage Financial Partners (Wisconsin)
Wisconsin
$393K +$393K +18,553 New
AAM
329
Advisors Asset Management
Colorado
$381K +$76K +3,587 +25%
EA
330
Everpar Advisors
Oklahoma
$376K +$376K +17,766 New
William Blair & Company
331
William Blair & Company
Illinois
$374K +$43.7K +2,063 +13%
SAM
332
SignalPoint Asset Management
Missouri
$367K -$12.4K -585 -3%
WCF
333
West Coast Financial
California
$364K -$37.9K -1,790 -9%
AA
334
AlphaCentric Advisors
Puerto Rico
$363K -$44.6K -2,107 -11%
CCFM
335
Clear Creek Financial Management
Washington
$354K +$354K +16,720 New
NONA
336
Ninety One North America
New York
$354K – – –
HW
337
Hancock Whitney
Mississippi
$351K -$703K -33,201 -67%
HAC
338
Harbor Advisory Corp
New Hampshire
$351K – – –
GAA
339
Global Assets Advisory
Florida
$349K +$139K +6,577 +66%
JWCA
340
J.W. Coons Advisors
Ohio
$344K +$344K +16,250 New
GF
341
Gries Financial
Ohio
$339K +$339K +15,984 New
SWP
342
Significant Wealth Partners
Illinois
$338K +$338K +15,946 New
TWP
343
Tyche Wealth Partners
Texas
$335K +$335K +15,799 New
AFG
344
Albion Financial Group
Utah
$331K +$331K +15,641 New
CPRC
345
Consolidated Portfolio Review Corp
New York
$330K -$64.2K -3,033 -16%
OPCM
346
Osborne Partners Capital Management
California
$328K +$52.4K +2,475 +19%
AIA
347
Alternative Investment Advisors
Florida
$324K -$6.84M -323,136 -95%
IWM
348
IHT Wealth Management
Illinois
$305K +$28.2K +1,331 +10%
OMC
349
Overbrook Management Corp
New York
$305K -$93.9K -4,433 -24%
AAS
350
Ameritas Advisory Services
Nebraska
$297K +$297K +14,020 New
12 13
14
15 16