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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 %
LL
351
LWMG LLC
Minnesota
$237K +$6.36K +303 +3%
LBWM
352
Left Brain Wealth Management
Illinois
$229K +$17.7K +845 +8%
RWM
353
Ritholtz Wealth Management
New York
$226K +$226K +10,754 New
WB
354
WesBanco Bank
West Virginia
$224K -$9.57K -456 -4%
CA
355
CoreCap Advisors
Michigan
$220K -$66.1K -3,147 -23%
MCM
356
Mainstay Capital Management
Michigan
$218K -$96.3K -4,586 -31%
1IA
357
1620 Investment Advisors
Massachusetts
$215K -$1.05K -50 -0.5%
CWM
358
Cordatus Wealth Management
Pennsylvania
$214K – – –
VCA
359
Verdence Capital Advisors
Maryland
$214K – – –
BCI
360
Brinker Capital Investments
Pennsylvania
$214K +$214K +10,181 New
OPS
361
Orion Portfolio Solutions
Nebraska
$214K +$214K +10,181 New
Simplex Trading
362
Simplex Trading
Illinois
$211K -$429K -20,530 -67%
Lazard Asset Management
363
Lazard Asset Management
New York
$209K – – –
GAA
364
Global Assets Advisory
Florida
$208K +$208K +9,910 New
TWC
365
TD Waterhouse Canada
Ontario, Canada
$207K -$63 -3 -0%
DTC
366
Davidson Trust Company
Washington
$206K -$2.41K -115 -1%
IWMA
367
Ironwood Wealth Management (Arizona)
Arizona
$197K -$125K -5,972 -39%
IA
368
IFP Advisors
Florida
$195K -$121K -5,788 -38%
HGERS
369
Householder Group Estate & Retirement Specialist
Arizona
$174K +$174K +8,293 New
SC
370
Solstein Capital
California
$163K – – –
NS
371
NBC Securities
Alabama
$156K +$156K +7,455 New
TRCT
372
Tower Research Capital (TRC)
New York
$146K -$43.7K -2,083 -23%
CCMI
373
Creative Capital Management Investments
California
$143K – – –
LFASL
374
Lugano Financial Advisors SA (LFA)
Switzerland
$127K – – –
AIM
375
Arcadia Investment Management
Michigan
$115K – – –
13 14
15
16 17