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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 %
JWCA
451
J.W. Cole Advisors
Florida
– -$332K -16,186 Closed
CAPTRUST Financial Advisors
452
CAPTRUST Financial Advisors
North Carolina
– -$308K -14,991 Closed
CBFP
453
Cedar Brook Financial Partners
Ohio
– -$303K -14,783 Closed
CAP
454
Columbia Advisory Partners
Washington
– -$288K -14,004 Closed
RRWA
455
Rainey & Randall Wealth Advisors
Florida
– -$273K -13,302 Closed
CG
456
Colony Group
Massachusetts
– -$273K -13,284 Closed
CA
457
Continuum Advisory
Idaho
– -$272K -13,235 Closed
3AM
458
3EDGE Asset Management
Florida
– -$255K -12,419 Closed
HSA
459
HBK Sorce Advisory
Pennsylvania
– -$12K -12,200 Closed
AWA
460
Arete Wealth Advisors
Illinois
– -$244M -11,884 Closed
WA
461
Waddell & Associates
Tennessee
– -$234K -11,400 Closed
MCM
462
Maple Capital Management
Vermont
– -$226K -11,000 Closed
FNBOO
463
First National Bank of Omaha
Nebraska
– -$225K -10,962 Closed
AWM
464
Aprio Wealth Management
Georgia
– -$216K -10,498 Closed
MA
465
MJP Associates
Connecticut
– -$215K -10,492 Closed
MCC
466
Money Concepts Capital
Florida
– -$159K -7,722 Closed
BAAM
467
Baker Avenue Asset Management
California
– -$145K -7,060 Closed
CAC
468
Cowen and Company
New York
– -$133K -6,492 Closed
LAM
469
Lakewood Asset Management
Illinois
– -$89K -4,355 Closed
AWM
470
Accurate Wealth Management
Florida
– -$79.4K -3,781 Closed
RBC
471
Romano Brothers & Co
Illinois
– -$65.7K -3,200 Closed
Citadel Advisors
472
Citadel Advisors
Florida
– -$54.3K -2,647 Closed
PFBT
473
Parkside Financial Bank & Trust
Missouri
– -$53.4K -2,600 Closed
GWS
474
Glassman Wealth Services
Virginia
– -$53.2K -2,590 Closed
ACA
475
Aptus Capital Advisors
Alabama
– -$31.8K -1,551 Closed
16 17 18
19
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