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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 %
FUBT
376
First United Bank & Trust
Maryland
$314K +$32.7K +1,554 +12%
DC
377
Davenport & Co
Virginia
$313K -$33.2K -1,579 -10%
BPA
378
Beacon Pointe Advisors
California
$310K -$73.1K -3,473 -19%
CFP
379
Cascade Financial Partners
California
$300K +$17.4K +825 +6%
FF
380
Friedenthal Financial
New Jersey
$297K +$22.5K +1,068 +8%
FFN
381
Focus Financial Network
Minnesota
$296K -$2.35K -111 -0.8%
VCP
382
Verus Capital Partners
Arizona
$295K +$88.5K +4,208 +43%
4FG
383
4Thought Financial Group
New York
$290K +$31.4K +1,491 +12%
SS
384
Sunbelt Securities
Texas
$287K +$49.6K +2,357 +21%
AC
385
Avestar Capital
New York
$284K – – –
SAI
386
Savvy Advisors Inc
New York
$283K -$214K -10,167 -43%
DAS
387
Dynamic Advisor Solutions
Arizona
$279K +$50.8K +2,413 +22%
Corient Private Wealth
388
Corient Private Wealth
Florida
$279K +$279K +13,256 New
CFGF
389
Compass Financial Group (Florida)
Florida
$276K -$6.01K -285 -2%
AWA
390
Arkadios Wealth Advisors
Georgia
$275K +$275K +13,074 New
MCM
391
Mainstay Capital Management
Michigan
$272K -$16.8K -799 -6%
NB
392
NBT Bank
New York
$269K +$269K +12,765 New
Nomura Asset Management
393
Nomura Asset Management
Japan
$268K – – –
OWA
394
Opal Wealth Advisors
New York
$262K – – –
AG
395
AlTi Global
New York
$261K -$42.9K -2,041 -14%
CAM
396
Cobblestone Asset Management
Virginia
$260K +$10K +477 +4%
UCFA
397
United Capital Financial Advisors
Texas
$260K -$6.73K -320 -3%
LCGC
398
Legacy Capital Group California
California
$256K +$54.2K +2,574 +27%
SIS
399
Sound Income Strategies
Florida
$253K +$247K +11,742 +3,994%
RWIA
400
Roger Wittlin Investment Advisory
California
$249K -$418K -19,889 -63%
14 15
16
17 18