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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
2
Invesco
Georgia
$214M
3
SG Americas Securities
3
SG Americas Securities
New York
$74M
4
SLF
4
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
5
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
3
Goldman Sachs
New York
$110M
4
MIG
4
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
476
Raleigh Capital Management
North Carolina
$3.09K +$3.09K +147 New
SIS
477
Sound Income Strategies
Florida
$3.05K -$250K -11,891 -99%
CFD
478
Creative Financial Designs
Indiana
$2.56K – – –
PCTC
479
Perkins Coie Trust Company
Washington
$2.48K – – –
CIAS
480
CBIZ Investment Advisory Services
Ohio
$2.47K – – –
VWM
481
Venturi Wealth Management
Texas
$2.33K – – –
RAM
482
Riggs Asset Management
Pennsylvania
$2.14K -$2.22M -105,834 -100%
SWM
483
Sanctuary Wealth Management
Idaho
$2.14K – – –
SAM
484
Smartleaf Asset Management
Massachusetts
$1.38K +$1.38K +66 New
SFA
485
Semmax Financial Advisors
North Carolina
$460 – – –
HNB
486
Huntington National Bank
Ohio
$44 -$65.4K – –
KA
487
Kozak & Associates
Colorado
$31 -$3.16K -102 -99%
MFA
488
McClarren Financial Advisors
Pennsylvania
$26 – – –
JIP
489
Jaffetilchin Investment Partners
Florida
$15 +$15 +1 New
LMGAM
490
Liberty Mutual Group Asset Management
Massachusetts
– -$297M -14,112,500 Closed
Ohio Public Employees Retirement System (OPERS)
491
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$84.5M -4,016,524 Closed
AIA
492
Angeles Investment Advisors
California
– -$57.2M -2,720,390 Closed
Massachusetts Financial Services
493
Massachusetts Financial Services
Massachusetts
– -$45.8M -2,176,999 Closed
LLWM
494
Life Line Wealth Management
California
– -$38.4M -1,823,719 Closed
GAM
495
Goldentree Asset Management
New York
– -$31.3M -1,490,000 Closed
MAC
496
Mason & Associates (California)
California
– -$22.8M -1,083,017 Closed
OMC
497
Old Mission Capital
Illinois
– -$16.9M -804,552 Closed
DF
498
Donoghue Forlines
Massachusetts
– -$14.6M -693,644 Closed
CA
499
Clearstead Advisors
Ohio
– -$14M -663,430 Closed
D.E. Shaw & Co
500
D.E. Shaw & Co
New York
– -$12.6M -598,500 Closed
18 19
20
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