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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
TD Asset Management
Ontario, Canada
$392M
2
OPAM
Ocean Park Asset Management
California
$383M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M
5
American Century Companies
American Century Companies
Missouri
$108M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$348K
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
3
SG Americas Securities
SG Americas Securities
New York
$0
4
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$178M
5
Millennium Management
Millennium Management
New York
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
351
AlphaCentric Advisors
Puerto Rico
$384K +$25.9K +1,229 +7%
DCM
352
Dimension Capital Management
Florida
$376K +$376K +17,840 New
HNWAG
353
High Net Worth Advisory Group
Florida
$369K +$369K +17,500 New
FWM
354
Focused Wealth Management
New York
$368K +$368K +17,448 New
GAA
355
Global Assets Advisory
Florida
$367K +$367K +17,422 New
C
356
Certuity
Florida
$365K -$57.6K -2,732 -14%
PI
357
PFG Investments
New York
$364K +$12.1K +575 +3%
EFG
358
Elm3 Financial Group
Georgia
$357K +$357K +16,935 New
PA
359
PFG Advisors
Arizona
$353K +$353K +16,732 New
DC
360
Davenport & Co
Virginia
$351K +$9.04K +429 +3%
LWM
361
LJI Wealth Management
Indiana
$349K -$59.8K -2,840 -15%
IAIM
362
International Assets Investment Management
Florida
$348K -$136M -6,433,177 -100%
IIL
363
Insight Inv LLC
California
$347K +$347K +16,486 New
RIL
364
Rothschild Investment LLC
Illinois
$343K – – –
JWBC
365
J.W. Burns & Co
New York
$342K -$84.8K -4,025 -20%
JSW
366
Journey Strategic Wealth
New Jersey
$339K +$339K +16,096 New
OPCM
367
Osborne Partners Capital Management
California
$338K +$338K +16,030 New
SAM
368
SignalPoint Asset Management
Missouri
$337K +$274 +13 +0.1%
CPRC
369
Consolidated Portfolio Review Corp
New York
$334K -$15.5K -735 -4%
TWP
370
Tyche Wealth Partners
Texas
$333K – – –
ACP
371
Argyle Capital Partners
California
$331K +$331K +15,699 New
P
372
&Partners
Tennessee
$326K +$78.2K +3,705 +32%
UB
373
UMB Bank
Missouri
$322K -$353K -16,742 -52%
CAMV
374
Concord Asset Management (Virginia)
Virginia
$320K -$17.9M -851,908 -98%
BWG
375
Beta Wealth Group
California
$320K -$30.7K -1,459 -9%
13 14
15
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