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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 Market Value Shares Shares
Change 		Shares
Change %
CST
151
Charles Schwab Trust
Nevada
$2.65M 126,037 +6,198 +5%
TC
152
TownSquare Capital
Utah
$2.63M 119,651 +81,535 +214%
MLM
153
Mount Lucas Management
Pennsylvania
$2.59M 123,560 +3,014 +3%
GDP
154
Great Diamond Partners
Maine
$2.57M 122,545 +2,596 +2%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$2.49M 118,397 +43,973 +59%
FA
156
Forefront Analytics
Pennsylvania
$2.48M 118,372 +12,201 +11%
MAM
157
MMA Asset Management
Pennsylvania
$2.48M 118,224 -500 -0.4%
US Bancorp
158
US Bancorp
Minnesota
$2.47M 117,476 +13,469 +13%
FWS
159
FinDec Wealth Services
California
$2.39M 113,966 +3,047 +3%
DWM
160
Destination Wealth Management
California
$2.36M 112,629 +346 +0.3%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$2.34M 111,450 -3,500 -3%
AWM
162
AE Wealth Management
Kansas
$2.34M 111,323 -249 -0.2%
CRWM
163
Castle Rock Wealth Management
California
$2.33M 111,850 +4,195 +4%
TI
164
Tidal Investments
Wisconsin
$2.29M 109,053 -6,556 -6%
HighTower Advisors
165
HighTower Advisors
Illinois
$2.27M 108,405 +88,497 +445%
DG
166
DMC Group
Alabama
$2.22M 105,655 +2,355 +2%
SFG
167
StrategIQ Financial Group
Indiana
$2.21M 105,264 -11,468 -10%
PA
168
Perennial Advisors
New York
$2.14M 102,172 +1,474 +1%
FAP
169
Financial Advisory Partners
Florida
$2.14M 101,980 +2,806 +3%
GEM
170
Global Endowment Management
North Carolina
$2.1M 100,000 – –
VAG
171
VisionPoint Advisory Group
Texas
$2.05M 97,646 +88,279 +942%
PFS
172
Prospera Financial Services
Texas
$2.04M 97,329 -3,578 -4%
ASFA
173
All Season Financial Advisors
Colorado
$2.01M 95,541 +35,682 +60%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$1.96M 93,400 -20,200 -18%
AWM
175
Apollon Wealth Management
South Carolina
$1.94M 92,507 +13,189 +17%
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