BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

413 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 154 reducing their positions, and 57 closing their positions.

Holders
413
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
133
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M

Top Buyers

1
OPAM
1
Ocean Park Asset Management
California
$153M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$85.6M
3
BCC
3
Bain Capital Credit
Massachusetts
$76.6M
4
NYLIM
4
New York Life Investment Management
New York
$114M
5
Man Group
5
Man Group
United Kingdom
$46.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$0
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$140M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$109M
5
Barclays
5
Barclays
United Kingdom
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IWMWV
51
Ironwood Wealth Management (West Virginia)
West Virginia
$19.6M 932,864 +4,225 +0.5%
PI
52
PFS Investments
Georgia
$18.2M 864,889 +15,173 +2%
Invesco
53
Invesco
Georgia
$16.2M 769,806 -958,649 -55%
WCM
54
Wavelength Capital Management
Connecticut
$15.4M 729,824 +10,164 +1%
WAMC
55
Western Asset Management Company
California
$14.6M 695,000 +695,000 New
CWP
56
Concord Wealth Partners
Virginia
$14M 665,382 +168,338 +34%
AWM
57
Angeles Wealth Management
California
$13.7M 652,569 +23,773 +4%
Citigroup
58
Citigroup
New York
$13M 616,483 +616,371 +550,331%
MMRF
59
Michelson Medical Research Foundation
California
$12.6M 600,610 – –
SSA
60
Schonfeld Strategic Advisors
New York
$12.5M 593,639 +473,823 +395%
HFS
61
Hantz Financial Services
Michigan
$12.4M 589,568 +55,991 +10%
CAMV
62
Concord Asset Management (Virginia)
Virginia
$11.8M 561,674 +60,969 +12%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$11.7M 554,935 +7,490 +1%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$11.7M 554,693 +554,693 New
APC
65
Aristotle Pacific Capital
California
$11.6M 552,325 +306,985 +125%
MSAM
66
Moloney Securities Asset Management
Missouri
$11.4M 542,009 +542,009 New
DADC
67
D.A. Davidson & Co
Montana
$11.3M 537,121 +6,742 +1%
Barclays
68
Barclays
United Kingdom
$10.9M 516,551 -2,106,161 -80%
SI
69
SimpliFi Inc
California
$10.8M 512,495 +53,537 +12%
SI
70
Stephens Inc
Arkansas
$10.1M 478,464 – –
Truist Financial
71
Truist Financial
North Carolina
$9.98M 474,352 -59,115 -11%
FTS
72
Fifth Third Securities
Ohio
$9.87M 468,908 +4,508 +1%
PWAG
73
Polaris Wealth Advisory Group
California
$9.86M 468,405 -1,597,948 -77%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$9.43M 448,251 -12,617 -3%
AP
75
Advisors Preferred
Maryland
$9.16M 434,654 +100,220 +30%
1 2
3
4 5