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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
$159M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$103M
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
$0
2
OPAM
Ocean Park Asset Management
California
$61.3M
3
Bank of America
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
401
Webster Bank
Connecticut
$3.64K – – –
Commonwealth Equity Services
402
Commonwealth Equity Services
Massachusetts
$3.63K -$707 -33,979 -16%
GFWA
403
Grey Fox Wealth Advisors
Delaware
$2.81K +$42 +2 +2%
RA
404
Rise Advisors
New York
$2.47K +$42 +2 +2%
Citigroup
405
Citigroup
New York
$2.33K -$12.7M -611,251 -100%
PCM
406
Pointe Capital Management
Michigan
$2.08K +$2.08K +100 New
C
407
Covestor
United Kingdom
$2K +$485 +25 +32%
PB
408
Pinnacle Bancorp
Nebraska
$1.85K – – –
MA
409
MCF Advisors
Kentucky
$1.83K – – –
SS
410
Sunbelt Securities
Texas
$1.54K +$1.54K +74 New
EI
411
Ellevest Inc
New York
$1.41K +$1.41K +68 New
WPA
412
West Paces Advisors
Georgia
$1.12K – – –
GKIM
413
GW&K Investment Management
Massachusetts
$1K +$1K +50 New
FWM
414
Focused Wealth Management
New York
$770 +$458 +22 +147%
RFA
415
Register Financial Advisors
Georgia
$250 +$250 +12 New
PCFFS
416
Pacific Center for Financial Services
California
$30 +$30 +1 New
Parallax Volatility Advisers
417
Parallax Volatility Advisers
California
$21 – – –
ACM
418
Advisors Capital Management
New Jersey
– -$46.2M -2,248,843 Closed
HT
419
HAP Trading
New York
– -$17.7M -864,236 Closed
BCM
420
Brigade Capital Management
New York
– -$8.42M -410,000 Closed
TW
421
Transform Wealth
Colorado
– -$8.34M -406,280 Closed
BCC
422
Bain Capital Credit
Massachusetts
– -$7.37M -359,109 Closed
Marshall Wace
423
Marshall Wace
United Kingdom
– -$6.51M -316,923 Closed
ATPW
424
Ashton Thomas Private Wealth
Arizona
– -$6.33M -308,400 Closed
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
– -$5.84M -284,315 Closed
15 16
17
18 19