We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$609M +$174M +8,240,685 +40%
BlackRock
2
BlackRock
New York
$362M -$43.9M -2,079,899 -11%
IMCOOI
3
Investment Management Corp of Ontario (IMCO)
Canada
$300M -$32M -1,514,007 -10%
Goldman Sachs
4
Goldman Sachs
New York
$238M +$97.2M +4,602,094 +69%
Morgan Stanley
5
Morgan Stanley
New York
$234M -$45.8M -2,168,728 -16%
Bank of America
6
Bank of America
North Carolina
$205M +$74.5M +3,530,286 +57%
GC
7
Grimes & Company
Massachusetts
$187M +$5.39M +255,155 +3%
State of Wisconsin Investment Board
8
State of Wisconsin Investment Board
Wisconsin
$162M
BP
9
BNP Paribas
France
$124M +$124M +5,849,301 New
N
10
Nuveen
North Carolina
$120M +$75M +3,552,346 +168%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$112M -$5.44M -257,751 -5%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M +$5.58M +264,432 +6%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$104M +$53.7M +2,544,358 +106%
CMF
14
Counterpoint Mutual Funds
California
$96.8M +$3.19M +151,000 +3%
NYLIM
15
New York Life Investment Management
New York
$93.4M -$26.6M -1,257,488 -22%
CCM
16
Carronade Capital Management
Connecticut
$90.5M +$29.6M +1,400,000 +49%
ICM
17
III Capital Management
Florida
$85.2M +$49.9M +2,362,000 +142%
CSIA
18
Charles Schwab Investment Advisory
California
$83.6M +$710K +33,614 +0.9%
MIG
19
Mariner Investment Group
New York
$82.5M +$38M +1,799,600 +86%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$79.3M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$78.8M +$9.53M +451,337 +14%
APC
22
Aristotle Pacific Capital
California
$71.8M +$17M +807,215 +31%
Charles Schwab
23
Charles Schwab
California
$69.4M +$1.37M +64,669 +2%
BCC
24
Bain Capital Credit
Massachusetts
$68.4M -$18.4M -872,226 -21%
Renaissance Technologies
25
Renaissance Technologies
New York
$67.7M -$9.66M -457,500 -13%