BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

413 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
413
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
133
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M

Top Buyers

1
OPAM
1
Ocean Park Asset Management
California
$153M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$85.6M
3
BCC
3
Bain Capital Credit
Massachusetts
$76.6M
4
NYLIM
4
New York Life Investment Management
New York
$114M
5
Man Group
5
Man Group
United Kingdom
$46.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$0
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$140M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$109M
5
Barclays
5
Barclays
United Kingdom
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
426
FFG Retirement Advisors
Colorado
– -$1.52M -73,296 Closed
AG
427
Ascent Group
Virginia
– -$1.31M -62,864 Closed
D.E. Shaw & Co
428
D.E. Shaw & Co
New York
– -$924K -44,409 Closed
BPA
429
Beacon Pointe Advisors
California
– -$810K -38,945 Closed
FHA
430
Flagship Harbor Advisors
Massachusetts
– -$809K -38,875 Closed
CFGF
431
Compass Financial Group (Florida)
Florida
– -$769K -36,949 Closed
TPA
432
Trivium Point Advisory
Connecticut
– -$701K -33,683 Closed
TI
433
Trexquant Investment
Connecticut
– -$697K -33,524 Closed
TNA
434
True North Advisors
Texas
– -$637K -30,617 Closed
GSWM
435
Greenup Street Wealth Management
Michigan
– -$613K -29,458 Closed
RA
436
Riversedge Advisors
Delaware
– -$601K -28,877 Closed
RWM
437
Revisor Wealth Management
Ohio
– -$595K -28,593 Closed
MC
438
Moors & Cabot
Massachusetts
– -$510K -24,500 Closed
SIC
439
Sterling Investment Counsel
New York
– -$424K -20,393 Closed
MM
440
Main Management
California
– -$416K -20,000 Closed
WCM
441
Windham Capital Management
Massachusetts
– -$409K -19,657 Closed
JWS
442
Juncture Wealth Strategies
Arizona
– -$357K -17,166 Closed
BAM
443
Belpointe Asset Management
Nevada
– -$313K -15,055 Closed
SWM
444
SeaCrest Wealth Management
New York
– -$278K -13,350 Closed
CIP
445
Capital Insight Partners
Arizona
– -$277K -13,332 Closed
SOA
446
Sea Otter Advisors
Florida
– -$277K -13,300 Closed
JFG
447
Jefferies Financial Group
New York
– -$276K -13,285 Closed
HWM
448
HB Wealth Management
Georgia
– -$250K -12,021 Closed
JCM
449
Jacobi Capital Management
Pennsylvania
– -$242K -11,611 Closed
BIAS
450
Beacon Investment Advisory Services
New Jersey
– -$234K -11,244 Closed
15 16 17
18
19