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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

413 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
133
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M

Top Buyers

1
OPAM
1
Ocean Park Asset Management
California
$153M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$85.6M
3
BCC
3
Bain Capital Credit
Massachusetts
$76.6M
4
NYLIM
4
New York Life Investment Management
New York
$114M
5
Man Group
5
Man Group
United Kingdom
$46.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$0
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$140M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$109M
5
Barclays
5
Barclays
United Kingdom
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +52,051 New
HCP
202
Hexagon Capital Partners
Arkansas
$1.09M -$48.9K -2,326 -4%
NF
203
Nikulski Financial
Iowa
$1.08M -$85.9K -4,084 -7%
FIA
204
Foundations Investment Advisors
Arizona
$1.06M -$365K -17,343 -26%
SEIA
205
Signature Estate & Investment Advisors
California
$1.03M +$45.9K +2,182 +5%
CF
206
Centaurus Financial
California
$1.03M +$1.03M +49,130 New
PCA
207
Peddock Capital Advisors
Massachusetts
$1.02M -$331K -15,754 -24%
IAN
208
Integrated Advisors Network
Texas
$1.01M -$98.2K -4,667 -9%
PIA
209
Pinion Investment Advisors
Kansas
$988K +$252K +11,970 +34%
Creative Planning
210
Creative Planning
Kansas
$984K -$58.9K -2,800 -6%
Calamos Advisors
211
Calamos Advisors
Illinois
$965K – – –
SFG
212
Sage Financial Group
Pennsylvania
$958K -$1.21M -57,336 -56%
EWM
213
Edge Wealth Management
New York
$936K – – –
NRI
214
NFP Retirement Inc
California
$930K -$29.9K -1,421 -3%
CS
215
Credit Suisse
Switzerland
$928K -$696K -33,090 -43%
AUIM
216
Aegon USA Investment Management
Iowa
$896K +$896K +42,589 New
FA
217
Flagstar Advisors
New York
$891K -$9.87K -469 -1%
IWN
218
Independent Wealth Network
Iowa
$886K +$103K +4,872 +13%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$876K -$117K -5,562 -12%
BWG
220
Beta Wealth Group
California
$863K -$1.24M -59,112 -59%
MHS
221
M Holdings Securities
Oregon
$852K -$9.43M -448,005 -92%
SAS
222
Stelac Advisory Services
New York
$850K -$47.6K -2,262 -5%
IB
223
Intrust Bank
Kansas
$839K -$23.4K -1,113 -3%
BWL
224
Bogart Wealth LLC
Virginia
$837K +$825K +39,205 +6,818%
CB
225
Commerce Bank
Missouri
$832K – – –
7 8
9
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