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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

520 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.56%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
73
Increased
228
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$297M
2
Jane Street
Jane Street
New York
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M
5
MIG
Mariner Investment Group
New York
$170M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$272M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$227M
3
NYLIM
New York Life Investment Management
New York
$33.7M
4
Citigroup
Citigroup
New York
$9.78K
5
OPAM
Ocean Park Asset Management
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Mission Wealth Management
California
$3.22M +$122K +5,796 +4%
HWA
177
HCR Wealth Advisors
California
$3.21M +$147 +7 +0%
TCM
178
Triumph Capital Management
Colorado
$3.04M -$381K -18,128 -11%
PCM
179
Piedmont Capital Management
Montana
$3.03M – – –
MOS
180
MGO One Seven
Ohio
$3.01M +$2.34M +111,077 +347%
ASFA
181
All Season Financial Advisors
Colorado
$3.01M -$878K -41,745 -23%
CST
182
Charles Schwab Trust
Nevada
$2.91M -$25.7K -1,221 -0.9%
FAP
183
Financial Advisory Partners
Florida
$2.89M +$533K +25,336 +23%
TT
184
TI-Trust
Illinois
$2.84M – – –
FCBT
185
First Citizens Bank & Trust
North Carolina
$2.84M -$216K -10,249 -7%
AP
186
Appleton Partners
Massachusetts
$2.82M -$12.4K -588 -0.4%
CRWM
187
Castle Rock Wealth Management
California
$2.79M +$346K +16,474 +14%
TCWM
188
Total Clarity Wealth Management
Illinois
$2.72M +$756K +35,944 +38%
NA
189
NewEdge Advisors
Louisiana
$2.67M -$934K -44,368 -26%
HighTower Advisors
190
HighTower Advisors
Illinois
$2.65M +$667K +31,727 +34%
IWC
191
Integrated Wealth Concepts
Massachusetts
$2.64M -$21.4M -1,017,184 -89%
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$2.63M +$2.63M +125,000 New
AWS
193
Atria Wealth Solutions
New York
$2.63M +$507K +24,113 +24%
OPA
194
Old Port Advisors
Maine
$2.6M +$101K +4,816 +4%
JSAM
195
J. Safra Asset Management
New York
$2.54M +$2.54M +120,636 New
OA
196
Operose Advisors
Wisconsin
$2.53M +$1.77M +84,013 +231%
BCI
197
Brinker Capital Investments
Pennsylvania
$2.52M +$520K +24,711 +26%
OPS
198
Orion Portfolio Solutions
Nebraska
$2.52M +$520K +24,711 +26%
MLM
199
Mount Lucas Management
Pennsylvania
$2.5M -$106K -5,051 -4%
GDP
200
Great Diamond Partners
Maine
$2.46M -$85.6K -4,067 -3%
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