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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$392M
2
OPAM
2
Ocean Park Asset Management
California
$383M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M
5
American Century Companies
5
American Century Companies
Missouri
$108M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$348K
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
IMCOOI
4
Investment Management Corp of Ontario (IMCO)
Canada
$178M
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
151
Dark Forest Capital Management
Puerto Rico
$4.43M -$333K -15,820 -7%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$400K +18,999 +10%
KAS
153
Kestra Advisory Services
Texas
$4.38M -$632K -29,980 -13%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$4.37M -$2.34M -111,224 -35%
JFG
155
Jefferies Financial Group
New York
$4.21M +$4.21M +200,000 New
WAMC
156
Western Asset Management Company
California
$4.21M +$4.21M +200,000 New
PWM
157
Perigon Wealth Management
California
$4.14M +$48.5K +2,293 +1%
BIP
158
Blue Investment Partners
California
$4.13M +$134K +6,342 +3%
AFP
159
Ausdal Financial Partners
Iowa
$3.97M +$97.8K +4,644 +3%
FAP
160
Financial Advisory Partners
Florida
$3.89M +$226K +10,728 +6%
SC
161
Sykon Capital
New York
$3.86M +$1.99M +94,542 +107%
CTC
162
Central Trust Company
Missouri
$3.84M +$136K +6,464 +4%
DWM
163
Diversify Wealth Management
Utah
$3.83M +$1.5M +70,998 +64%
SFG
164
Sage Financial Group
Pennsylvania
$3.78M +$1.72M +81,573 +83%
PCM
165
Piedmont Capital Management
Montana
$3.63M +$68.7K +3,259 +2%
AHC
166
Adell Harriman & Carpenter
Texas
$3.58M -$185K -8,800 -5%
RAM
167
Riggs Asset Management
Pennsylvania
$3.56M +$3.56M +169,114 +165,798%
TCG
168
Transcendent Capital Group
Oklahoma
$3.51M +$3.51M +166,467 New
VCM
169
Virtue Capital Management
Tennessee
$3.46M +$175K +8,317 +5%
SWM
170
Spire Wealth Management
Virginia
$3.46M +$555K +26,320 +19%
GAA
171
Guardian Asset Advisors
Pennsylvania
$3.45M +$254K +12,052 +8%
AWM
172
Apollon Wealth Management
South Carolina
$3.44M +$515K +24,446 +18%
PAIA
173
Park Avenue Institutional Advisers
New York
$3.4M +$3.4M +161,600 New
PIWA
174
Prevail Innovative Wealth Advisors
Kansas
$3.24M -$41.1K -1,952 -1%
OPA
175
Old Port Advisors
Maine
$3.21M +$280K +13,312 +10%
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7
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