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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 %
GI
501
Gradient Investments
Minnesota
$5.32K +$4.71K +224 +772%
NEAM
502
New England Asset Management
Connecticut
$5.16K +$5.16K +245 New
JHCP
503
Jackson Hole Capital Partners
Oklahoma
$4.55K – – –
CHA
504
Carmichael Hill & Associates
Maryland
$4.25K – – –
CA
505
Continuum Advisory
Idaho
$3.85K – – –
WB
506
Webster Bank
Connecticut
$3.68K – – –
RFG
507
RFP Financial Group
Georgia
$3.16K – – –
CFD
508
Creative Financial Designs
Indiana
$2.57K – – –
PCTC
509
Perkins Coie Trust Company
Washington
$2.48K – – –
CIAS
510
CBIZ Investment Advisory Services
Ohio
$2.46K +$1.83K +87 +290%
VWM
511
Venturi Wealth Management
Texas
$2.34K – – –
GIA
512
GHP Investment Advisors
Colorado
$2.17K +$2.17K +103 New
KA
513
Kozak & Associates
Colorado
$2.16K +$2.16K +103 New
SWM
514
Sanctuary Wealth Management
Idaho
$2.15K +$2.15K +102 New
LFG
515
Larson Financial Group
Missouri
$1.81K +$1.81K +86 New
WWM
516
Wolff Wiese Magana
California
$1.39K +$1.39K +66 New
TH
517
TCTC Holdings
Texas
$547 +$547 +26 New
SFA
518
Semmax Financial Advisors
North Carolina
$455 – – –
RFA
519
Register Financial Advisors
Georgia
$252 – – –
ACA
520
Aptus Capital Advisors
Alabama
$21 -$21 -1 -50%
CSIA
521
Charles Schwab Investment Advisory
California
– -$83.6M -3,951,565 Closed
Toronto Dominion Bank
522
Toronto Dominion Bank
Ontario, Canada
– -$38.1M -1,800,000 Closed
Walleye Capital
523
Walleye Capital
New York
– -$31.7M -1,500,000 Closed
CM
524
Capula Management
Cayman Islands
– -$25.1M -1,186,000 Closed
RCM
525
Rokos Capital Management
United Kingdom
– -$21.1M -1,000,000 Closed
19 20
21
22 23