BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$162M
4
Goldman Sachs
4
Goldman Sachs
New York
$141M
5
Jane Street
5
Jane Street
New York
$88.9M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$37.1M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$50.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$0
4
BlackRock
4
BlackRock
New York
$406M
5
IMCOOI
5
Investment Management Corp of Ontario (IMCO)
Canada
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
76
CIBC Asset Management
Ontario, Canada
$14.6M 687,521 +235,047 +52%
Cerity Partners
77
Cerity Partners
New York
$14.4M 679,677 +218,198 +47%
CAMV
78
Concord Asset Management (Virginia)
Virginia
$14.3M 677,007 +38,186 +6%
AWM
79
Angeles Wealth Management
California
$13.9M 654,719 -1,874 -0.3%
HFS
80
Hantz Financial Services
Michigan
$13.7M 644,481 -338,592 -34%
TW
81
Transform Wealth
Colorado
$13.4M 633,591 -457,214 -42%
MMRF
82
Michelson Medical Research Foundation
California
$12.7M 600,610 – –
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$12.5M 592,531 -18,447 -3%
SSA
84
Schonfeld Strategic Advisors
New York
$12.1M 571,814 +571,814 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$11.5M 544,305 +332,933 +158%
DADC
86
D.A. Davidson & Co
Montana
$11.2M 529,776 -143,983 -21%
MSAM
87
Moloney Securities Asset Management
Missouri
$11M 521,194 -18,023 -3%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$10.8M 508,346 +142,275 +39%
Truist Financial
89
Truist Financial
North Carolina
$10.7M 505,028 +21,253 +4%
Barclays
90
Barclays
United Kingdom
$10.6M 500,001 -299,999 -37%
SIA
91
Strategic Investment Advisors
Michigan
$10.2M 480,053 +480,053 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$9.94M 469,541 +442,753 +1,653%
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
$9.59M 452,672 +301,236 +199%
CL
94
CIM LLC
New York
$9.33M 442,598 +12,353 +3%
SCI
95
Stableford Capital II
Arizona
$9.29M 438,565 +171,106 +64%
SI
96
Stephens Inc
Arkansas
$9.26M 437,120 -9,690 -2%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$9.25M 435,668 -362,845 -45%
Amundi
98
Amundi
France
$8.47M 400,000 – –
FTS
99
Fifth Third Securities
Ohio
$8.42M 397,708 +14,575 +4%
FTUS
100
Flow Traders U.S.
New York
$8.38M 395,763 +395,763 New
2 3
4
5 6