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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 %
H
151
HoyleCohen
California
$2.02M -$96.8K -4,652 -5%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$2M -$238K -11,442 -11%
PA
153
Perennial Advisors
New York
$1.93M +$8.55K +411 +0.4%
FAP
154
Financial Advisory Partners
Florida
$1.91M +$10.9K +522 +0.6%
GSEP
155
Golden State Equity Partners
California
$1.86M +$1.86M +89,408 New
TI
156
Tidal Investments
Wisconsin
$1.85M +$294K +14,154 +19%
PAS
157
Park Avenue Securities
New York
$1.78M -$1.23M -59,351 -41%
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$1.63M -$213K -10,218 -12%
CS
159
Credit Suisse
Switzerland
$1.61M +$671K +32,257 +72%
OPA
160
Old Port Advisors
Maine
$1.59M +$383K +18,292 +32%
DDPIC
161
Deroy & Devereaux Private Investment Counsel
Michigan
$1.58M – – –
HWM
162
Howard Wealth Management
Connecticut
$1.57M -$480K -23,083 -23%
RCA
163
Ranch Capital Advisors
Florida
$1.57M -$54.3K -2,611 -3%
AWM
164
AE Wealth Management
Kansas
$1.57M -$547K -26,317 -26%
BSB
165
Bangor Savings Bank
Maine
$1.54M -$424K -20,377 -22%
N
166
Natixis
France
$1.53M +$71.5K +3,436 +5%
GAMC
167
Garner Asset Management Corp
Texas
$1.53M -$158K -7,618 -9%
FRA
168
FFG Retirement Advisors
Colorado
$1.52M -$20.9K -1,004 -1%
WI
169
WBI Investments
New Jersey
$1.49M +$1.49M +71,532 New
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$1.48M -$34.1K -1,638 -2%
KAS
171
Kestra Advisory Services
Texas
$1.48M -$188K -9,033 -11%
FIA
172
Foundations Investment Advisors
Arizona
$1.41M -$86.7K -4,166 -6%
RWIA
173
Roger Wittlin Investment Advisory
California
$1.38M +$200K +9,592 +17%
SF
174
Synovus Financial
Georgia
$1.37M -$507K -24,396 -27%
FA
175
FC Advisory
Pennsylvania
$1.37M +$166 +8 +0%
5 6
7
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