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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 %
IGAM
76
iA Global Asset Management
Quebec, Canada
$9.01M 428,100 +428,100 New
Cerity Partners
77
Cerity Partners
New York
$8.78M 417,270 +141,680 +51%
CL
78
CIM LLC
New York
$8.76M 416,255 +609 +0.1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$8.47M 402,678 +6,499 +2%
Amundi
80
Amundi
France
$8.43M 400,000 +25,000 +7%
Franklin Resources
81
Franklin Resources
California
$8.37M 397,887 – –
CCA
82
Catalyst Capital Advisors
New York
$7.47M 354,978 – –
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$7.27M 345,500 – –
MFG
84
Merit Financial Group
Georgia
$6.84M 324,992 +37,408 +13%
LHA
85
Little Harbor Advisors
Massachusetts
$6.51M 309,315 +309,315 New
ML
86
McAdam LLC
Pennsylvania
$6.49M 308,355 +30,481 +11%
AAMC
87
Asset Allocation & Management Company
Illinois
$6.47M 307,390 +307,390 New
MML Investors Services
88
MML Investors Services
Massachusetts
$6.24M 296,705 +45,256 +18%
SCI
89
Stableford Capital II
Arizona
$5.64M 267,457 +267,457 New
VCM
90
Virtue Capital Management
Tennessee
$5.62M 266,737 -42,262 -14%
CAN
91
Cetera Advisor Networks
California
$5.35M 254,096 +192,488 +312%
Millennium Management
92
Millennium Management
New York
$5.23M 248,798 -129,206 -34%
WA
93
Wambolt & Associates
Colorado
$5.23M 248,390 -2,433 -1%
RC
94
Roundview Capital
New Jersey
$5.15M 244,664 +34,310 +16%
CWM
95
Congress Wealth Management
Massachusetts
$5.07M 241,126 -23,508 -9%
MBTD
96
Mechanics Bank - Trust Department
California
$4.79M 227,424 +33,952 +18%
SA
97
SAM Advisors
California
$4.77M 226,773 -10,425 -4%
WWM
98
WT Wealth Management
Arizona
$4.6M 218,737 +160,591 +276%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$4.45M 211,442 -270,848 -56%
NC
100
NewSquare Capital
Pennsylvania
$4.25M 201,903 +9,243 +5%
2 3
4
5 6