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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$2.79M -$44.9K -2,132 -2%
AP
127
Appleton Partners
Massachusetts
$2.75M -$8.31K -395 -0.3%
WAM
128
Worth Asset Management
Texas
$2.57M +$2.2M +104,529 +589%
FCC
129
Florin Court Capital
United Kingdom
$2.56M -$4.21K -200 -0.2%
CTC
130
Central Trust Company
Missouri
$2.55M -$27.4K -1,304 -1%
MLM
131
Mount Lucas Management
Pennsylvania
$2.54M -$65.6K -3,116 -3%
AI
132
AXS Investments
New York
$2.52M +$2.52M +120,000 New
GDP
133
Great Diamond Partners
Maine
$2.52M -$1.84M -87,380 -42%
1CP
134
1607 Capital Partners
Virginia
$2.51M – – –
MAM
135
MMA Asset Management
Pennsylvania
$2.5M -$69.6K -3,306 -3%
CST
136
Charles Schwab Trust
Nevada
$2.47M +$163K +7,919 +7%
SFG
137
StrategIQ Financial Group
Indiana
$2.46M -$1.47M -69,971 -37%
TI
138
Tidal Investments
Wisconsin
$2.43M +$564K +26,818 +30%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$2.42M -$6.31K -300 -0.3%
Stifel Financial
140
Stifel Financial
Missouri
$2.4M -$193K -9,151 -7%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$2.39M +$324K +15,400 +16%
DWM
142
Destination Wealth Management
California
$2.36M +$37.2K +1,766 +2%
AWM
143
AE Wealth Management
Kansas
$2.35M +$764K +36,304 +48%
CCM
144
Crabel Capital Management
California
$2.35M +$1.07M +50,683 +83%
FWS
145
FinDec Wealth Services
California
$2.33M +$132K +6,292 +6%
DFCM
146
Dark Forest Capital Management
Puerto Rico
$2.33M +$1.44M +68,219 +160%
CRWM
147
Castle Rock Wealth Management
California
$2.27M +$4.02K +191 +0.2%
FA
148
Forefront Analytics
Pennsylvania
$2.23M -$235K -11,169 -10%
US Bancorp
149
US Bancorp
Minnesota
$2.19M -$109K -5,163 -5%
PA
150
Parallel Advisors
California
$2.18M +$42 +2 +0%
4 5
6
7 8