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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$150M
4
Goldman Sachs
Goldman Sachs
New York
+$72.5M
5
Jane Street
Jane Street
New York
+$69.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$144M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$71.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$69.5M
4
BlackRock
BlackRock
New York
-$52.4M
5
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
MMA Asset Management
Pennsylvania
$2.41M -$90.4K -4,269 -4%
AWM
177
AE Wealth Management
Kansas
$2.41M +$70.5K +3,351 +3%
CRWM
178
Castle Rock Wealth Management
California
$2.4M +$39.8K +1,882 +2%
DWM
179
Destination Wealth Management
California
$2.35M -$34.3K -1,618 -1%
ASFA
180
All Season Financial Advisors
Colorado
$2.35M +$324K +15,314 +16%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$2.35M +$370K +17,500 +19%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$2.32M -$189K -8,911 -8%
FAP
183
Financial Advisory Partners
Florida
$2.31M +$151K +7,130 +7%
FHB
184
First Hawaiian Bank
Hawaii
$2.3M +$2.3M +108,582 New
Fidelity Investments
185
Fidelity Investments
Massachusetts
$2.26M -$431K -20,345 -16%
OPA
186
Old Port Advisors
Maine
$2.24M +$302K +14,240 +16%
EP
187
Edgestream Partners
New Jersey
$2.16M -$1.61M -75,926 -43%
PWM
188
Perigon Wealth Management
California
$2.16M +$2.16M +101,899 New
VAG
189
VisionPoint Advisory Group
Texas
$2.16M +$88.5K +4,179 +4%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$2.12M -$236K -11,128 -10%
WC
191
Waterloo Capital
Texas
$2.12M +$606K +28,600 +40%
DG
192
DMC Group
Alabama
$2.07M -$165K -7,772 -7%
FCBT
193
First Citizens Bank & Trust
North Carolina
$2.07M -$1.36M -64,285 -40%
AWM
194
Apollon Wealth Management
South Carolina
$2M +$40.3K +1,902 +2%
H
195
HoyleCohen
California
$2M +$148K +7,005 +8%
HWAM
196
Hennion & Walsh Asset Management
New Jersey
$1.97M +$1.97M +93,082 New
Deutsche Bank
197
Deutsche Bank
Germany
$1.93M -$1.09M -51,349 -36%
SFG
198
StrategIQ Financial Group
Indiana
$1.89M -$336K -15,860 -15%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$4.19K -198 -0.2%
PFS
200
Prospera Financial Services
Texas
$1.81M -$252K -11,899 -12%
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