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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 %
Amundi
76
Amundi
France
$7.82M 375,000 +100,000 +36%
CCA
77
Catalyst Capital Advisors
New York
$7.38M 354,978 +354,978 New
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$7.19M 345,500 +345,500 New
AP
79
Advisors Preferred
Maryland
$6.97M 334,434 +334,434 New
VCM
80
Virtue Capital Management
Tennessee
$6.43M 308,999 -148,114 -32%
MFG
81
Merit Financial Group
Georgia
$5.98M 287,584 +91,426 +47%
ML
82
McAdam LLC
Pennsylvania
$5.78M 277,874 +19,070 +7%
Cerity Partners
83
Cerity Partners
New York
$5.73M 275,590 +32,275 +13%
CWM
84
Congress Wealth Management
Massachusetts
$5.5M 264,634 -158,388 -37%
AI
85
Atria Investments
North Carolina
$5.3M 254,832 -284,662 -53%
MML Investors Services
86
MML Investors Services
Massachusetts
$5.23M 251,449 +9,406 +4%
WA
87
Wambolt & Associates
Colorado
$5.22M 250,823 +3,224 +1%
FTUS
88
Flow Traders U.S.
New York
$5.21M 250,651 -190,712 -43%
APC
89
Aristotle Pacific Capital
California
$5.1M 245,340 -1,227,040 -83%
SA
90
SAM Advisors
California
$4.93M 237,198 -30,883 -12%
SCM
91
SCS Capital Management
Massachusetts
$4.83M 232,266 -1,641,634 -88%
RC
92
Roundview Capital
New Jersey
$4.38M 210,354 +4,614 +2%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$4.36M 209,451 -7,248 -3%
GDP
94
Great Diamond Partners
Maine
$4.31M 207,329 +4,734 +2%
MAC
95
Mason & Associates (California)
California
$4.25M 204,565 -3,366 -2%
PAG
96
Private Advisor Group
New Jersey
$4.25M 204,549 -14,040 -6%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$4.13M 198,782 -18,907 -9%
UBS AM
98
UBS AM
Illinois
$4.07M 195,664 +195,664 New
RAM
99
Riggs Asset Management
Pennsylvania
$4.03M 193,915 -8,515 -4%
MBTD
100
Mechanics Bank - Trust Department
California
$4.02M 193,472 +20,392 +12%
2 3
4
5 6