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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 %
RCG
401
Regatta Capital Group
California
$246K -$23.8K -1,130 -9%
ES
402
Eagle Strategies
New York
$245K +$245K +11,649 New
BWAM
403
Boyd Watterson Asset Management
Ohio
$241K +$18.7K +891 +8%
1IA
404
1620 Investment Advisors
Massachusetts
$241K -$210 -10 -0.1%
CAAS
405
Capital Asset Advisory Services
Michigan
$233K +$6.31K +299 +3%
SIAS
406
Summit Investment Advisory Services
Minnesota
$230K +$230K +10,917 New
AWM
407
Axxcess Wealth Management
California
$230K +$3.32K +158 +1%
VFPW
408
Vantage Financial Partners (Wisconsin)
Wisconsin
$227K -$166K -7,871 -42%
AFA
409
AA Financial Advisors
Ohio
$219K -$23K -1,094 -9%
OIA
410
Optimum Investment Advisors
Illinois
$216K – – –
WWM
411
Western Wealth Management
Colorado
$215K +$215K +10,231 New
CWM
412
Cordatus Wealth Management
Pennsylvania
$215K – – –
SWP
413
Stratos Wealth Partners
Ohio
$215K -$4.67K -222 -2%
PCA
414
Prosperity Capital Advisors
Ohio
$212K +$212K +10,079 New
HGA
415
Hobbs Group Advisors
South Carolina
$210K +$210K +10,000 New
HFS
416
Howard Financial Services
Texas
$210K +$210K +10,000 New
RC
417
Roundview Capital
New Jersey
$207K -$7.89K -375 -4%
ECM
418
Evergreen Capital Management
Washington
$207K +$207K +9,840 New
DTC
419
Davidson Trust Company
Washington
$207K – – –
WCF
420
West Coast Financial
California
$205K – – –
LMKC
421
L.M. Kohn & Company
Ohio
$204K -$28.4K -1,350 -12%
NS
422
NBC Securities
Alabama
$203K +$5.03K +240 +3%
Fidelity Investments
423
Fidelity Investments
Massachusetts
$169K +$71.5K +3,396 +73%
SC
424
Solstein Capital
California
$164K – – –
PAG
425
Paladin Advisory Group
Iowa
$161K +$1.26K +60 +0.8%
15 16
17
18 19