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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

503 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+24
Holders Change %
+5.01%
% of All Funds
7.29%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
77
Increased
206
Reduced
149
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$609M
2
Goldman Sachs
2
Goldman Sachs
New York
$238M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$120M
4
Bank of America
4
Bank of America
North Carolina
$205M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$104M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$13.9M
2
Jane Street
2
Jane Street
New York
$8.43M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$234M
5
BlackRock
5
BlackRock
New York
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
401
Stratos Wealth Partners
Ohio
$221K -$1.46M -69,084 -87%
ASN
402
Advisory Services Network
Georgia
$219K +$931 +44 +0.4%
HKIMG
403
Hutchens & Kramer Investment Management Group
Indiana
$219K -$572K -27,054 -72%
OIA
404
Optimum Investment Advisors
Illinois
$217K – – –
RC
405
Roundview Capital
New Jersey
$216K -$500K -23,625 -70%
CWM
406
Cordatus Wealth Management
Pennsylvania
$216K – – –
LL
407
LWMG LLC
Minnesota
$208K +$208K +9,856 New
DTC
408
Davidson Trust Company
Washington
$208K – – –
VCP
409
Verus Capital Partners
Arizona
$208K +$208K +9,826 New
WCF
410
West Coast Financial
California
$206K -$157K -7,422 -43%
LCGC
411
Legacy Capital Group California
California
$203K -$6.73K -318 -3%
GT
412
Greenleaf Trust
Michigan
$203K +$203K +9,600 New
LA
413
Latitude Advisors
Florida
$201K +$201K +9,522 New
NS
414
NBC Securities
Alabama
$199K +$21.7K +1,033 +12%
PTC
415
Private Trust Company
Ohio
$188K -$85.6K -4,046 -31%
TRCT
416
Tower Research Capital (TRC)
New York
$185K +$115K +5,418 +162%
EWA
417
EverSource Wealth Advisors
Alabama
$179K +$179K +8,496 New
BAM
418
BTS Asset Management
Massachusetts
$178K +$178K +8,419 New
SC
419
Solstein Capital
California
$164K – – –
PAG
420
Paladin Advisory Group
Iowa
$160K -$17.4K -825 -10%
AIP
421
Ameritas Investment Partners
Nebraska
$145K -$20.8K -985 -13%
CCMI
422
Creative Capital Management Investments
California
$144K – – –
SPIA
423
Steward Partners Investment Advisory
New York
$131K +$56.1K +2,651 +74%
LFASL
424
Lugano Financial Advisors SA (LFA)
Switzerland
$128K – – –
C
425
Cliffwater
California
$125K +$125K +5,944 New
15 16
17
18 19