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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

520 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
73
Increased
228
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$297M
2
Jane Street
Jane Street
New York
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M
5
MIG
Mariner Investment Group
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$272M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$227M
3
NYLIM
New York Life Investment Management
New York
$33.7M
4
Citigroup
Citigroup
New York
$9.78K
5
OPAM
Ocean Park Asset Management
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$8.25M -$133K -6,336 -2%
SWM
127
Spire Wealth Management
Virginia
$8.18M +$2.66M +126,569 +48%
KAS
128
Kestra Advisory Services
Texas
$8.09M +$2.2M +104,419 +37%
BCA
129
Bay Colony Advisors
Massachusetts
$8.08M +$883K +41,988 +12%
EF
130
Empowered Funds
Pennsylvania
$8.05M -$14.3M -679,131 -64%
SIM
131
SSI Investment Management
California
$8.04M +$2.73M +129,775 +51%
IGAM
132
iA Global Asset Management
Quebec, Canada
$7.43M – – –
MFG
133
Merit Financial Group
Georgia
$7.26M -$1.22M -57,819 -14%
LAM
134
LifePro Asset Management
California
$7.25M -$256K -12,151 -3%
ML
135
McAdam LLC
Pennsylvania
$7.07M +$254K +12,085 +4%
HFS
136
Horizon Financial Services
North Carolina
$6.87M +$38.7K +1,841 +0.6%
BIP
137
Blue Investment Partners
California
$6.86M +$1.07M +50,684 +18%
CWM
138
Congress Wealth Management
Massachusetts
$6.82M +$180K +8,543 +3%
Deutsche Bank
139
Deutsche Bank
Germany
$6.71M +$310K +14,757 +5%
Millennium Management
140
Millennium Management
New York
$6.67M -$1.88M -89,331 -22%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$6.48M +$425K +20,199 +7%
LHA
142
Little Harbor Advisors
Massachusetts
$6.38M – – –
WC
143
Waterloo Capital
Texas
$6.36M +$3.66M +174,007 +136%
Verition Fund Management
144
Verition Fund Management
Connecticut
$6.31M – – –
FA
145
Forefront Analytics
Pennsylvania
$6.06M +$290K +13,777 +5%
EP
146
Edgestream Partners
New Jersey
$5.97M +$1.19M +56,353 +25%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$5.84M +$831K +39,426 +17%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$5.62M +$2.94M +139,661 +110%
DFCM
149
Dark Forest Capital Management
Puerto Rico
$5.17M +$2.19M +104,178 +74%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$5.09M +$1.32M +62,685 +35%
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