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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$162M
4
Goldman Sachs
4
Goldman Sachs
New York
$141M
5
Jane Street
5
Jane Street
New York
$88.9M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$37.1M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$50.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$0
4
BlackRock
4
BlackRock
New York
$406M
5
IMCOOI
5
Investment Management Corp of Ontario (IMCO)
Canada
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
SSI Investment Management
California
$5.15M +$5.15M +243,181 New
CCA
127
Catalyst Capital Advisors
New York
$5M – – –
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$4.89M +$3.51M +165,941 +255%
SA
129
SAM Advisors
California
$4.83M +$107K +5,035 +2%
HFS
130
Horizon Financial Services
North Carolina
$4.64M +$198K +9,356 +4%
WWS
131
Wellington Wealth Strategies
Indiana
$4.51M +$4.51M +212,959 New
NC
132
NewSquare Capital
Pennsylvania
$4.41M +$71.7K +3,385 +2%
BIP
133
Blue Investment Partners
California
$4.39M +$1.61M +76,021 +58%
Federated Hermes
134
Federated Hermes
Pennsylvania
$4.24M – – –
Millennium Management
135
Millennium Management
New York
$4.23M +$3.15M +148,925 +293%
TC
136
TownSquare Capital
Utah
$4.22M +$1.68M +79,473 +66%
PAG
137
Private Advisor Group
New Jersey
$4.14M -$118K -5,582 -3%
SWM
138
Spire Wealth Management
Virginia
$4.12M +$771K +36,418 +23%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$4.09M -$1.1M -51,801 -21%
BFA
140
Brendel Financial Advisors
New Hampshire
$4.07M -$41.1K -1,939 -1%
BWM
141
Brown Wealth Management
Illinois
$3.97M +$2.13M +100,450 +115%
VCM
142
Virtue Capital Management
Tennessee
$3.85M -$1.79M -84,789 -32%
AHC
143
Adell Harriman & Carpenter
Texas
$3.81M +$2.1M +99,328 +123%
AFP
144
Ausdal Financial Partners
Iowa
$3.8M +$106K +4,982 +3%
NA
145
NewEdge Advisors
Louisiana
$3.77M +$3.45M +163,779 +1,058%
CCM
146
Crabel Capital Management
California
$3.76M +$2.16M +101,859 +134%
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$3.6M +$3.34M +157,820 +1,308%
CAN
148
Cetera Advisor Networks
California
$3.49M -$3.37M -159,093 -49%
TI
149
Tidal Investments
Wisconsin
$3.4M +$1.09M +51,503 +47%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$3.4M -$1.16M -54,745 -25%
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