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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 %
Federated Hermes
101
Federated Hermes
Pennsylvania
$4.21M 200,000 +200,000 New
MAC
102
Mason & Associates (California)
California
$4.2M 199,529 -5,036 -2%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$4.1M 194,708 -14,743 -7%
UBS AM
104
UBS AM
Illinois
$4.07M 195,664 – –
RAM
105
Riggs Asset Management
Pennsylvania
$4.01M 190,617 -3,298 -2%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$4M 190,301 -8,481 -4%
BCA
107
Bay Colony Advisors
Massachusetts
$4M 190,275 +73,921 +64%
HFS
108
Horizon Financial Services
North Carolina
$3.96M 188,288 +4,929 +3%
PAG
109
Private Advisor Group
New Jersey
$3.93M 186,810 -17,739 -9%
WF
110
Welch & Forbes
Massachusetts
$3.91M 185,930 -966 -0.5%
BFA
111
Brendel Financial Advisors
New Hampshire
$3.81M 181,268 +181,268 New
IWS
112
Insight Wealth Strategies
California
$3.67M 174,437 +2,438 +1%
AFP
113
Ausdal Financial Partners
Iowa
$3.57M 169,664 +946 +0.6%
LAM
114
LifePro Asset Management
California
$3.56M 169,343 +142,515 +531%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$3.45M 164,103 -10,505 -6%
BFC
116
Blue Fin Capital
Rhode Island
$3.43M 163,009 +1,000 +0.6%
HWA
117
HCR Wealth Advisors
California
$3.17M 150,447 -860 -0.6%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$3.03M 143,760 – –
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$2.99M 142,125 -10,779 -7%
MWM
120
Mission Wealth Management
California
$2.99M 141,977 -266 -0.2%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$2.95M 140,043 -4,971 -3%
WS
122
Wedbush Securities
California
$2.9M 137,759 -924 -0.7%
SWM
123
Spire Wealth Management
Virginia
$2.87M 136,231 +118,798 +681%
TT
124
TI-Trust
Illinois
$2.84M 135,000 – –
PCM
125
Piedmont Capital Management
Montana
$2.82M 133,877 +3,890 +3%
3 4
5
6 7