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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 %
HWM
326
Howard Wealth Management
Connecticut
$486K -$450K -21,337 -48%
SIA
327
Summit Investment Advisors
Maryland
$485K +$485K +23,049 New
SPIA
328
Steward Partners Investment Advisory
New York
$481K +$326K +15,467 +210%
KF
329
K2 Financial
California
$470K +$470K +22,272 New
OIM
330
Oder Investment Management
California
$470K +$632 +30 +0.1%
FUBT
331
First United Bank & Trust
Maryland
$469K +$183K +8,702 +64%
CAG
332
Csenge Advisory Group
Florida
$459K -$64.5K -3,059 -12%
GS
333
GTS Securities
New York
$455K -$512K -24,303 -53%
LSC
334
Logan Stone Capital
Illinois
$443K -$1.11M -52,602 -71%
AIM
335
Advyzon Investment Management
Illinois
$439K +$439K +20,838 New
XT
336
XTX Topco
Cayman Islands
$437K +$437K +20,741 New
Squarepoint
337
Squarepoint
New York
$437K +$437K +20,734 New
EAM
338
Everstar Asset Management
North Carolina
$434K -$40K -1,900 -8%
JWCA
339
J.W. Coons Advisors
Ohio
$423K +$80.3K +3,810 +23%
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$422K -$1.72M -81,700 -80%
NONA
341
Ninety One North America
New York
$421K – – –
VCP
342
Verus Capital Partners
Arizona
$416K +$88.9K +4,220 +27%
IAA
343
Independent Advisor Alliance
North Carolina
$411K +$411K +19,525 New
SI
344
SimpliFi Inc
California
$410K -$12.7M -604,356 -97%
PA
345
Parallel Advisors
California
$405K -$2.72K -129 -0.7%
HCP
346
Hexagon Capital Partners
Arkansas
$405K -$22.6K -1,074 -5%
William Blair & Company
347
William Blair & Company
Illinois
$402K -$12.6K -600 -3%
Creative Planning
348
Creative Planning
Kansas
$402K +$1.6K +76 +0.4%
WCP
349
Wealthcare Capital Partners
Pennsylvania
$393K +$393K +18,635 New
SP
350
Sequent Planning
Nebraska
$390K -$13.4K -635 -3%
12 13
14
15 16