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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CTC
126
Central Trust Company
Missouri
$2.54M -$839K -40,316 -25%
MAM
127
MMA Asset Management
Pennsylvania
$2.54M +$27.4K +1,319 +1%
FCC
128
Florin Court Capital
United Kingdom
$2.54M -$2.01M -96,700 -44%
SSA
129
Schonfeld Strategic Advisors
New York
$2.49M +$2.49M +119,816 New
1CP
130
1607 Capital Partners
Virginia
$2.48M +$2.48M +119,400 New
FA
131
Forefront Analytics
Pennsylvania
$2.44M -$188K -9,047 -7%
BCA
132
Bay Colony Advisors
Massachusetts
$2.42M -$4.26K -205 -0.2%
CST
133
Charles Schwab Trust
Nevada
$2.33M -$221K -10,635 -9%
DWM
134
Destination Wealth Management
California
$2.3M +$78.4K +3,767 +4%
CFB
135
Cullen/Frost Bankers
Texas
$2.29M -$432K -20,766 -16%
US Bancorp
136
US Bancorp
Minnesota
$2.27M +$166K +8,001 +8%
CRWM
137
Castle Rock Wealth Management
California
$2.24M +$2.24M +107,464 New
PFS
138
Prospera Financial Services
Texas
$2.18M +$208K +9,983 +11%
FWS
139
FinDec Wealth Services
California
$2.18M -$587K -28,241 -21%
PA
140
Parallel Advisors
California
$2.15M -$6.14K -295 -0.3%
SFG
141
Sage Financial Group
Pennsylvania
$2.14M -$1.78M -85,629 -45%
HW
142
Hedeker Wealth
Illinois
$2.11M +$230K +11,037 +12%
AWM
143
Adams Wealth Management
Utah
$2.09M +$544K +26,160 +35%
DG
144
DMC Group
Alabama
$2.09M +$453K +21,763 +28%
MPCG
145
Matrix Private Capital Group
New York
$2.08M -$274K -13,170 -12%
BWG
146
Beta Wealth Group
California
$2.08M -$9.49K -456 -0.5%
GEM
147
Global Endowment Management
North Carolina
$2.08M +$2.08M +100,000 New
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$2.04M -$441K -21,200 -18%
OPCM
149
Osborne Partners Capital Management
California
$2.04M -$541K -25,990 -21%
First Trust Advisors
150
First Trust Advisors
Illinois
$2.03M -$62.8K -3,020 -3%
4 5
6
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