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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

443 hedge funds and large institutions have $4.62B invested in Invesco Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 35 closing their positions.

Holders
443
Holders Change
+30
Holders Change %
+7.26%
% of All Funds
7.06%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
67
Increased
163
Reduced
137
Closed
35
Calls
$21.7M
Puts
$346M
Net Calls
-$324M
Net Calls Change
-$251M

Top Buyers

1
BlackRock
1
BlackRock
New York
$455M
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$372M
3
AIA
3
Angeles Investment Advisors
California
$70.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$60.6M
5
Bank of America
5
Bank of America
North Carolina
$118M

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$9.5M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$11.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$67.5M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$121M
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
76
Polaris Wealth Advisory Group
California
$11M 523,736 +55,331 +12%
Renaissance Technologies
77
Renaissance Technologies
New York
$10.4M 497,700 -1,035,400 -68%
Truist Financial
78
Truist Financial
North Carolina
$10.2M 483,775 +9,423 +2%
ICM
79
III Capital Management
Florida
$10.1M 480,000 -480,000 -50%
Cerity Partners
80
Cerity Partners
New York
$9.69M 461,479 +44,209 +11%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$9.5M 452,474 -6,219,881 -93%
SI
82
Stephens Inc
Arkansas
$9.38M 446,810 -31,654 -7%
PCM
83
Price Capital Management
Louisiana
$9.26M 345,000 +345,000 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$9.15M 435,761 +271,658 +166%
CL
85
CIM LLC
New York
$9.03M 430,245 +13,990 +3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$8.71M 414,927 -33,324 -7%
Amundi
87
Amundi
France
$8.41M 400,000 – –
FTS
88
Fifth Third Securities
Ohio
$8.04M 383,133 -85,775 -18%
MML Investors Services
89
MML Investors Services
Massachusetts
$7.82M 372,691 +75,986 +26%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$7.68M 366,071 +171,363 +88%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$7.39M 351,942 +351,942 New
MFG
92
Merit Financial Group
Georgia
$7.33M 349,051 +24,059 +7%
AIA
93
Alternative Investment Advisors
Florida
$7.1M 338,418 +338,418 New
CAN
94
Cetera Advisor Networks
California
$6.79M 323,686 +69,590 +27%
ML
95
McAdam LLC
Pennsylvania
$6.72M 320,031 +11,676 +4%
LHA
96
Little Harbor Advisors
Massachusetts
$6.49M 309,315 – –
AAMC
97
Asset Allocation & Management Company
Illinois
$6.45M 307,390 – –
CWM
98
Congress Wealth Management
Massachusetts
$6.23M 296,748 +55,622 +23%
BCM
99
BlueCrest Capital Management
Jersey
$6.22M 296,220 -1,976,507 -87%
MBTD
100
Mechanics Bank - Trust Department
California
$6M 285,774 +58,350 +26%
2 3
4
5 6