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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 %
HT
176
Headlands Technologies
Illinois
$1.36M +$917K +44,090 +208%
PCA
177
Peddock Capital Advisors
Massachusetts
$1.34M +$114K +5,492 +9%
AAM
178
Augustine Asset Management
Florida
$1.33M +$6.74K +324 +0.5%
AG
179
Ascent Group
Virginia
$1.31M -$77.9K -3,746 -6%
CAN
180
Cetera Advisor Networks
California
$1.28M -$452K -21,718 -26%
UB
181
UMB Bank
Missouri
$1.27M -$95.2K -4,578 -7%
CCM
182
Crabel Capital Management
California
$1.26M -$1.12M -53,886 -47%
PMA
183
Prudent Man Advisors
Illinois
$1.25M – – –
Prudential Financial
184
Prudential Financial
New Jersey
$1.24M +$382K +18,382 +45%
WWM
185
WT Wealth Management
Arizona
$1.21M +$1.21M +58,146 New
EP
186
Edgestream Partners
New Jersey
$1.18M +$1.18M +56,872 New
OBWG
187
Onyx Bridge Wealth Group
New York
$1.18M -$375K -18,041 -24%
AAS
188
Avantax Advisory Services
Texas
$1.17M -$31.8K -1,527 -3%
AHC
189
Adell Harriman & Carpenter
Texas
$1.17M -$480K -23,100 -29%
NF
190
Nikulski Financial
Iowa
$1.16M +$18.3K +879 +2%
CCA
191
Column Capital Advisors
Indiana
$1.14M +$37.9K +1,823 +3%
AWA
192
Aletheian Wealth Advisors
Washington
$1.13M -$20.4K -982 -2%
HCP
193
Hexagon Capital Partners
Arkansas
$1.13M -$50.5K -2,426 -4%
IAN
194
Integrated Advisors Network
Texas
$1.1M -$71.1K -3,418 -6%
Creative Planning
195
Creative Planning
Kansas
$1.03M +$47.4K +2,281 +5%
UCFA
196
United Capital Financial Advisors
Texas
$1.02M +$187K +8,982 +22%
CAG
197
Csenge Advisory Group
Florida
$1.02M -$107K -5,157 -10%
AWM
198
Apollon Wealth Management
South Carolina
$991K +$481K +23,134 +94%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$982K -$147K -7,068 -13%
SEIA
200
Signature Estate & Investment Advisors
California
$977K +$73.9K +3,551 +8%
6 7
8
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