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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

520 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
73
Increased
228
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$297M
2
Jane Street
2
Jane Street
New York
$144M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$131M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M
5
MIG
5
Mariner Investment Group
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$272M
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$227M
3
NYLIM
3
New York Life Investment Management
New York
$33.7M
4
Citigroup
4
Citigroup
New York
$9.78K
5
OPAM
5
Ocean Park Asset Management
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
351
Verity Asset Management
North Carolina
$414K +$414K +19,677 New
William Blair & Company
352
William Blair & Company
Illinois
$413K +$36.6K +1,739 +10%
CF
353
Copperwynd Financial
Arizona
$411K +$13.1K +623 +3%
LWM
354
LJI Wealth Management
Indiana
$409K – – –
RIL
355
Rothschild Investment LLC
Illinois
$406K -$140K -6,635 -26%
VC
356
Veery Capital
Delaware
$405K -$48.1K -2,288 -11%
FTS
357
Fifth Third Securities
Ohio
$398K -$6.72M -319,555 -94%
SFP
358
Sweet Financial Partners
Minnesota
$398K -$39.2K -1,865 -9%
OIM
359
Oder Investment Management
California
$397K -$1.14K -54 -0.3%
NP
360
NorthRock Partners
Minnesota
$378K -$337K -16,007 -47%
PI
361
PFG Investments
New York
$368K -$199K -9,467 -35%
HKIMG
362
Hutchens & Kramer Investment Management Group
Indiana
$367K +$150K +7,109 +69%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$361K -$5.58K -265 -2%
MHS
364
M Holdings Securities
Oregon
$355K -$181K -8,574 -34%
NGA
365
Naples Global Advisors
Florida
$354K -$526 -25 -0.1%
AA
366
AlphaCentric Advisors
Puerto Rico
$351K -$4.04K -192 -1%
OFS
367
OneAscent Financial Services
Alabama
$349K +$349K +16,603 New
HAC
368
Harbor Advisory Corp
New Hampshire
$348K – – –
CPRC
369
Consolidated Portfolio Review Corp
New York
$343K +$16.2K +768 +5%
M&T Bank
370
M&T Bank
New York
$343K +$343K +16,291 New
JWCA
371
J.W. Coons Advisors
Ohio
$342K – – –
SAM
372
SignalPoint Asset Management
Missouri
$339K -$24.9K -1,185 -7%
TWP
373
Tyche Wealth Partners
Texas
$332K – – –
JWCA
374
J.W. Cole Advisors
Florida
$323K -$329K -15,635 -50%
FAT
375
First American Trust
California
$323K -$66.5K -3,160 -17%
13 14
15
16 17