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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
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$81.4M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$77M
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
-$244M
2
OPAM
Ocean Park Asset Management
California
-$106M
3
Bank of America
Bank of America
North Carolina
-$97.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$88.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
376
Tortoise Investment Management
New York
$20.8K – – –
AIC
377
Archer Investment Corporation
Indiana
$20.8K – – –
CWM
378
Consultiva Wealth Management
Puerto Rico
$19.5K +$270 +13 +1%
PP
379
Pacifica Partners
Canada
$18.2K – – –
WT
380
Whittier Trust
California
$17.9K – – –
OSNBOA
381
Old Second National Bank of Aurora
Illinois
$17.2K +$2.7K +130 +19%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$16.4K – – –
PCTC
383
Perkins Coie Trust Company
Washington
$14.1K – – –
RCM
384
Raleigh Capital Management
North Carolina
$13.6K -$7.09K -341 -34%
SIS
385
Sound Income Strategies
Florida
$13.1K -$4.78K -230 -27%
OC
386
Oakworth Capital
Alabama
$12.5K – – –
BWL
387
Bogart Wealth LLC
Virginia
$12K -$14.4K -692 -55%
FWA
388
FSC Wealth Advisors
New York
$10.7K +$3.45K +166 +48%
FCAG
389
First Capital Advisors Group
New Jersey
$10.5K – – –
WIM
390
Westside Investment Management
California
$10.1K – – –
NHT
391
New Hampshire Trust
New Hampshire
$9.15K – – –
BLC
392
Brown, Lisle/Cummings
Rhode Island
$8.32K – – –
BWP
393
Baldwin Wealth Partners
Massachusetts
$8.24K +$5.51K +265 +202%
FHA
394
First Horizon Advisors
Tennessee
$8.05K +$166 +8 +2%
ICM
395
Islay Capital Management
Texas
$7.49K – – –
NFSG
396
Newbridge Financial Services Group
Florida
$7.01K – – –
CP
397
Castleview Partners
Texas
$5.93K – – –
BCMLT
398
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.45K -$42 -2 -0.8%
CHA
399
Carmichael Hill & Associates
Maryland
$4.2K – – –
BF
400
BOK Financial
Oklahoma
$4.08K +$4.08K +196 New
14 15
16
17 18