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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

443 hedge funds and large institutions have $4.62B invested in Invesco Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 35 closing their positions.

Holders
443
Holders Change
+30
Holders Change %
+7.26%
% of All Funds
7.06%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
67
Increased
163
Reduced
137
Closed
35
Calls
$21.7M
Puts
$346M
Net Calls
-$324M
Net Calls Change
-$251M

Top Buyers

1
BlackRock
1
BlackRock
New York
$455M
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$372M
3
AIA
3
Angeles Investment Advisors
California
$70.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$60.6M
5
Bank of America
5
Bank of America
North Carolina
$118M

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$9.5M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$11.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$67.5M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$3.66M +$96.4K +4,594 +3%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$3.52M -$479K -22,806 -12%
OFS
128
OneAscent Financial Services
Alabama
$3.45M +$3.45M +164,108 New
FCBT
129
First Citizens Bank & Trust
North Carolina
$3.4M +$1.23M +58,407 +56%
IWS
130
Insight Wealth Strategies
California
$3.38M -$278K -13,253 -8%
SWM
131
Spire Wealth Management
Virginia
$3.33M +$466K +22,196 +16%
CTC
132
Central Trust Company
Missouri
$3.3M +$763K +36,364 +30%
TNBTD
133
Trustmark National Bank Trust Department
Mississippi
$3.18M +$239K +11,393 +8%
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$3.02M – – –
Deutsche Bank
135
Deutsche Bank
Germany
$2.99M +$1M +47,795 +51%
Ninety One (UK)
136
Ninety One (UK)
United Kingdom
$2.98M +$2.98M +142,000 New
BFC
137
Blue Fin Capital
Rhode Island
$2.97M -$457K -21,752 -13%
MWM
138
Mission Wealth Management
California
$2.95M -$30K -1,431 -1%
RAM
139
Riggs Asset Management
Pennsylvania
$2.93M -$1.07M -50,801 -27%
HWA
140
HCR Wealth Advisors
California
$2.9M -$254K -12,085 -8%
WS
141
Wedbush Securities
California
$2.89M -$6.82K -325 -0.2%
WF
142
Welch & Forbes
Massachusetts
$2.88M -$1.03M -48,913 -26%
TT
143
TI-Trust
Illinois
$2.83M – – –
1CP
144
1607 Capital Partners
Virginia
$2.83M +$325K +15,500 +13%
BIP
145
Blue Investment Partners
California
$2.75M +$2.22M +105,916 +421%
AP
146
Appleton Partners
Massachusetts
$2.71M -$33.2K -1,582 -1%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$2.67M +$2.66M +126,627 +24,493%
WA
148
Wambolt & Associates
Colorado
$2.67M -$2.53M -121,059 -49%
HH
149
Hilltop Holdings
Texas
$2.67M +$1.32M +63,086 +99%
MA
150
Mutual Advisors
Nebraska
$2.65M +$1.14M +54,150 +75%
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