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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 %
JEST
351
JTC Employer Solutions Trustee
Jersey
$63K – – –
AA
352
AlphaMark Advisors
Kentucky
$59K – – –
FRA
353
Front Row Advisors
California
$59K – – –
GWM
354
Geneos Wealth Management
Colorado
$57.8K – – –
AWM
355
Accel Wealth Management
Iowa
$55.7K +$1.04K +50 +2%
CAL
356
Capital Analysts LLC
Pennsylvania
$54K +$1K +48 +2%
CIA
357
Cape Investment Advisory
Georgia
$53.5K +$53.5K +2,571 New
HCM
358
Hollencrest Capital Management
California
$50.8K +$957 +46 +2%
ME
359
McIlrath & Eck
Washington
$45.3K -$6.86K -330 -13%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K – – –
FCA
361
Fortis Capital Advisors
Kansas
$40.4K – – –
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$37.4K -$972K -46,747 -96%
HNB
363
Huntington National Bank
Ohio
$37.1K -$51.4K – –
S
364
SignatureFD
Georgia
$35.6K +$35.6K +1,711 New
BWAM
365
Boyd Watterson Asset Management
Ohio
$33.4K +$21.5K +1,032 +180%
GEA
366
Glen Eagle Advisors
New Jersey
$32.4K +$603 +29 +2%
RG
367
Retirement Group
California
$30K -$4.13K -200 -12%
HWP
368
Highline Wealth Partners
California
$29.1K – – –
AF
369
Advisornet Financial
Minnesota
$28.3K +$28.3K +1,362 New
SWA
370
SOA Wealth Advisors
New York
$27.4K +$437 +21 +2%
AIP
371
Ahrens Investment Partners
Louisiana
$26.2K +$26.2K +1,262 New
CT
372
Cambridge Trust
Massachusetts
$25.1K +$11.6K +556 +86%
MFC
373
Mechanics Financial Corp
Ohio
$24.9K -$4.01K -193 -14%
GBT
374
Grove Bank & Trust
Florida
$24K +$24K +1,153 New
CG
375
Cutler Group
California
$22K -$24.6K -1,229 -53%
13 14
15
16 17