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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.

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
1
Grimes & Company
Massachusetts
$159M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$103M
4
MFIMFI
4
Mesirow Financial Investment Management - Fixed Income
Illinois
$73.3M
5
Charles Schwab
5
Charles Schwab
California
$69.5M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
OPAM
2
Ocean Park Asset Management
California
$61.3M
3
Bank of America
3
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$48M -$20.7M -995,679 -30%
UBS Group
27
UBS Group
Switzerland
$47.6M -$3.02M -144,983 -6%
PWAG
28
Polaris Wealth Advisory Group
California
$43M +$7.47M +358,908 +21%
Invesco
29
Invesco
Georgia
$36M +$1.69M +81,458 +5%
MMA
30
Miracle Mile Advisors
California
$33.9M -$8.47M -406,992 -20%
CMF
31
Counterpoint Mutual Funds
California
$32.5M +$4.92M +236,742 +18%
CW
32
Connectus Wealth
Ohio
$30M +$107K +5,130 +0.4%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$29.4M +$29.4M +1,415,000 New
Wellington Management Group
34
Wellington Management Group
Massachusetts
$29M -$7.46M -358,800 -20%
AA
35
Advisory Alpha
Michigan
$28.5M -$4.49M -215,689 -14%
Wells Fargo
36
Wells Fargo
California
$26.4M -$4.11M -197,656 -13%
IWC
37
Integrated Wealth Concepts
Massachusetts
$25.1M +$1.03M +49,659 +4%
GC
38
Guggenheim Capital
Illinois
$24.7M -$1.06M -50,961 -4%
LPL Financial
39
LPL Financial
California
$24.3M -$2.16M -103,650 -8%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$22.7M -$419K -20,110 -2%
RJA
41
Raymond James & Associates
Florida
$22.4M +$1.91M +91,682 +9%
PI
42
PineBridge Investments
New York
$20.2M – – –
Macquarie Group
43
Macquarie Group
Australia
$19.5M – – –
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$19.4M -$122K -5,826 -0.6%
PI
45
PFS Investments
Georgia
$17.7M +$4.54M +217,701 +34%
Osaic Holdings
46
Osaic Holdings
Arizona
$17.4M -$10.6M -509,844 -38%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$15.3M -$73.8M -3,548,291 -83%
Jane Street
48
Jane Street
New York
$15.3M +$14.9M +718,407 +4,418%
WCM
49
Wavelength Capital Management
Connecticut
$15M +$749K +36,000 +5%
BCM
50
BlueCrest Capital Management
Jersey
$13.1M +$4.06M +195,277 +45%
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