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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 Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Angeles Wealth Management
California
$13.1M 628,796 +62,700 +11%
MMRF
52
Michelson Medical Research Foundation
California
$12.5M 600,610 +508,080 +549%
IAS
53
IMA Advisory Services
Colorado
$11.5M 553,000 -6,626 -1%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$11.4M 547,445 +60,601 +12%
HFS
55
Hantz Financial Services
Michigan
$11.1M 533,577 +296,862 +125%
Truist Financial
56
Truist Financial
North Carolina
$11.1M 533,467 -54,877 -9%
DADC
57
D.A. Davidson & Co
Montana
$11M 530,379 +17,129 +3%
Renaissance Technologies
58
Renaissance Technologies
New York
$10.9M 523,400 +498,600 +2,010%
CAMV
59
Concord Asset Management (Virginia)
Virginia
$10.4M 500,705 +247,522 +98%
CWP
60
Concord Wealth Partners
Virginia
$10.3M 497,044 +207,806 +72%
MHS
61
M Holdings Securities
Oregon
$10.2M 488,482 +1,923 +0.4%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$10M 482,290 -125,905 -21%
SI
63
Stephens Inc
Arkansas
$9.95M 478,464 -19,901 -4%
FTS
64
Fifth Third Securities
Ohio
$9.66M 464,400 -2,914 -0.6%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$9.59M 460,868 -43,156 -9%
SI
66
SimpliFi Inc
California
$9.55M 458,958 +458,958 New
IAIM
67
Industrial Alliance Investment Management
Quebec, Canada
$8.9M 428,100 – –
SCM
68
Shenkman Capital Management
New York
$8.84M 425,000 +425,000 New
CL
69
CIM LLC
New York
$8.65M 415,646 +5,775 +1%
Mariner
70
Mariner
Kansas
$8.62M 414,229 -308,110 -43%
CC
71
Centiva Capital
New York
$8.32M 400,000 +400,000 New
Franklin Resources
72
Franklin Resources
California
$8.28M 397,887 – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.25M 396,179 -25,998 -6%
Man Group
74
Man Group
United Kingdom
– – -268,298 Closed
Millennium Management
75
Millennium Management
New York
$7.86M 378,004 +139,497 +58%
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