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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$392M
2
OPAM
2
Ocean Park Asset Management
California
$383M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M
5
American Century Companies
5
American Century Companies
Missouri
$108M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$348K
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
IMCOOI
4
Investment Management Corp of Ontario (IMCO)
Canada
$178M
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
76
Macquarie Group
Australia
$17.8M – – –
FIC
77
Family Investment Center
Missouri
$17.1M -$3.04M -144,336 -15%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$16.4M -$142K -6,717 -0.9%
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$15.7M +$15.7M +746,467 New
SIA
80
Strategic Investment Advisors
Michigan
$15.6M +$2M +94,913 +15%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$14.9M +$8.17M +387,910 +121%
Loomis, Sayles & Company
82
Loomis, Sayles & Company
Massachusetts
$14.9M +$1.35M +64,000 +10%
IWS
83
Insight Wealth Strategies
California
$14.7M +$14.7M +695,844 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$14.7M +$577K +27,377 +4%
GCM
85
Granby Capital Management
Florida
$14.4M +$1.37M +65,000 +10%
BCM
86
Brookstone Capital Management
Illinois
$14.3M -$548K -26,025 -4%
FIA
87
Foundations Investment Advisors
Arizona
$13.8M +$5.01M +238,009 +57%
CCM
88
Courage Capital Management
Tennessee
$13.7M – – –
IA
89
Inspire Advisors
Idaho
$13.6M +$1.5M +71,235 +12%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$13.2M -$65K -3,085 -0.5%
HFS
91
Hantz Financial Services
Michigan
$13.2M +$1.05M +49,652 +9%
YCG
92
Yeomans Consulting Group
Georgia
$12.8M -$739K -35,083 -5%
Mariner
93
Mariner
Kansas
$12.6M -$4.94M -234,405 -28%
MBTD
94
Mechanics Bank - Trust Department
California
$12.5M +$1.55M +73,615 +14%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$12.5M +$1.33M +63,350 +12%
AI
96
Atria Investments
North Carolina
$12.1M -$4.15M -197,110 -26%
DADC
97
D.A. Davidson & Co
Montana
$12M +$114K +5,396 +1%
Amundi
98
Amundi
France
$11.6M +$4.65M +220,000 +67%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$11.5M +$511K +24,275 +5%
JRCM
100
Jones Road Capital Management
New York
$11.5M +$2.11M +100,000 +22%
2 3
4
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