BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
Invesco
Georgia
$214M
3
SG Americas Securities
SG Americas Securities
New York
$74M
4
SLF
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
Goldman Sachs
New York
$110M
4
MIG
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
151
Blue Investment Partners
California
$3.98M -$2.87M -136,750 -42%
AFP
152
Ausdal Financial Partners
Iowa
$3.86M +$48.6K +2,312 +1%
AHC
153
Adell Harriman & Carpenter
Texas
$3.76M -$9.67K -460 -0.3%
CTC
154
Central Trust Company
Missouri
$3.7M +$381K +18,130 +11%
FAP
155
Financial Advisory Partners
Florida
$3.65M +$764K +36,380 +26%
PCM
156
Piedmont Capital Management
Montana
$3.58M +$543K +25,695 +18%
BFC
157
Blue Fin Capital
Rhode Island
$3.37M -$20.4K -970 -0.6%
VCM
158
Virtue Capital Management
Tennessee
$3.28M -$304K -14,464 -8%
PIWA
159
Prevail Innovative Wealth Advisors
Kansas
$3.27M -$67.5K -3,212 -2%
GAA
160
Guardian Asset Advisors
Pennsylvania
$3.19M +$1.96M +93,508 +161%
CPBTD
161
Central Pacific Bank - Trust Division
Hawaii
$3.17M -$510K -24,275 -14%
TI
162
Tidal Investments
Wisconsin
$3.12M -$6.46M -307,518 -67%
HWA
163
HCR Wealth Advisors
California
$3.11M -$92K -4,379 -3%
OPA
164
Old Port Advisors
Maine
$2.92M +$327K +15,556 +13%
AWM
165
Apollon Wealth Management
South Carolina
$2.92M +$571K +27,159 +24%
SWM
166
Spire Wealth Management
Virginia
$2.9M -$5.27M -250,938 -65%
BFA
167
Brendel Financial Advisors
New Hampshire
$2.89M -$1.08M -51,396 -27%
AP
168
Appleton Partners
Massachusetts
$2.86M +$46.6K +2,219 +2%
FHB
169
First Hawaiian Bank
Hawaii
$2.84M -$493K -23,485 -15%
TT
170
TI-Trust
Illinois
$2.84M – – –
IWC
171
Integrated Wealth Concepts
Massachusetts
$2.82M +$184K +8,781 +7%
TCWM
172
Total Clarity Wealth Management
Illinois
$2.81M +$93K +4,426 +3%
CCM
173
Crabel Capital Management
California
$2.77M +$1.48M +70,291 +114%
FCBT
174
First Citizens Bank & Trust
North Carolina
$2.76M -$75.9K -3,612 -3%
JSAM
175
J. Safra Asset Management
New York
$2.73M +$200K +9,522 +8%
5 6
7
8 9