BKLN icon

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 %
NC
101
NewSquare Capital
Pennsylvania
$4.01M 192,660 -3,586 -2%
WF
102
Welch & Forbes
Massachusetts
$3.89M 186,896 -84,553 -31%
SFG
103
StrategIQ Financial Group
Indiana
$3.88M 186,703 -45,198 -19%
Deutsche Bank
104
Deutsche Bank
Germany
$3.82M 183,680 – –
HFS
105
Horizon Financial Services
North Carolina
$3.81M 183,359 -43,793 -19%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$3.6M 115,250 -40,324 -26%
IWS
107
Insight Wealth Strategies
California
$3.58M 171,999 +171,999 New
AFP
108
Ausdal Financial Partners
Iowa
$3.51M 168,718 -2,054 -1%
BFC
109
Blue Fin Capital
Rhode Island
$3.37M 162,009 +666 +0.4%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$3.18M 152,904 +16,569 +12%
HWA
111
HCR Wealth Advisors
California
$3.15M 151,307 -428,625 -74%
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$3.02M 145,014 -10,738 -7%
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$2.99M 143,760 -115,619 -45%
MWM
114
Mission Wealth Management
California
$2.96M 142,243 -10,942 -7%
WS
115
Wedbush Securities
California
$2.89M 138,683 +19 +0%
FCBT
116
First Citizens Bank & Trust
North Carolina
$2.84M 136,316 -2,981 -2%
TT
117
TI-Trust
Illinois
$2.81M 135,000 – –
AWS
118
Atria Wealth Solutions
New York
$2.8M 134,765 -3,125 -2%
AP
119
Appleton Partners
Massachusetts
$2.73M 131,290 +679 +0.5%
PCM
120
Piedmont Capital Management
Montana
$2.71M 129,987 +129,987 New
SS
121
Simplicity Solutions
Minnesota
$2.68M 128,683 +128,683 New
OMC
122
Old Mission Capital
Illinois
$2.66M 127,895 +37,889 +42%
TSS
123
Two Sigma Securities
New York
$2.59M 124,607 +124,607 New
MLM
124
Mount Lucas Management
Pennsylvania
$2.57M 123,662 +25,367 +26%
Stifel Financial
125
Stifel Financial
Missouri
$2.56M 123,004 +14,229 +13%
3 4
5
6 7