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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
$435M
2
Morgan Stanley
Morgan Stanley
New York
$280M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$162M
4
Goldman Sachs
Goldman Sachs
New York
$141M
5
Jane Street
Jane Street
New York
$88.9M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$37.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.7M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
4
BlackRock
BlackRock
New York
$406M
5
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
201
Global Endowment Management
North Carolina
$1.8M -$318K -15,000 -15%
WAM
202
Worth Asset Management
Texas
$1.76M -$43.8K -2,067 -2%
BSG
203
Black Swift Group
Colorado
$1.73M +$1.73M +81,500 New
TSS
204
Two Sigma Securities
New York
$1.7M +$1.7M +80,095 New
SWP
205
Stratos Wealth Partners
Ohio
$1.68M +$183K +8,649 +12%
TCM
206
Tradewinds Capital Management
Washington
$1.57M +$34K +1,605 +2%
TCWM
207
Total Clarity Wealth Management
Illinois
$1.57M +$438K +20,667 +39%
N
208
Natixis
France
$1.54M -$7.84K -370 -0.5%
RCA
209
Ranch Capital Advisors
Florida
$1.52M -$2.25K -106 -0.1%
WA
210
Wambolt & Associates
Colorado
$1.52M -$1.18M -55,533 -44%
GRP
211
Global Retirement Partners
California
$1.5M +$896K +42,271 +148%
DDPIC
212
Deroy & Devereaux Private Investment Counsel
Michigan
$1.48M -$110K -5,200 -7%
US Bancorp
213
US Bancorp
Minnesota
$1.46M -$1.03M -48,545 -41%
PAS
214
Park Avenue Securities
New York
$1.46M +$48.5K +2,291 +3%
FA
215
FC Advisory
Pennsylvania
$1.45M +$15.7K +742 +1%
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$1.45M -$121K -5,696 -8%
Wealthfront Advisers
217
Wealthfront Advisers
California
$1.41M +$752K +35,504 +114%
Prudential Financial
218
Prudential Financial
New Jersey
$1.41M -$280K -13,236 -17%
CA
219
Cetera Advisors
Colorado
$1.4M +$447K +21,121 +47%
WCM
220
Wealthcare Capital Management
Virginia
$1.39M +$18.8K +889 +1%
PF
221
Parker Financial
Washington
$1.39M -$559K -26,396 -29%
HighTower Advisors
222
HighTower Advisors
Illinois
$1.39M -$898K -42,569 -39%
HPFG
223
Hart & Patterson Financial Group
Massachusetts
$1.37M +$1.37M +64,495 New
AI
224
AXS Investments
New York
$1.36M -$127K -6,000 -9%
AUIM
225
Aegon USA Investment Management
Iowa
$1.34M +$1.34M +63,440 New
7 8
9
10 11