Hutchens & Kramer Investment Management Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio BKLN Stock Details BKLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,445	Closed	-$367K	–	160
2024 Q2	$367K	Buy	17,445 +7,109	+69%	+$150K	0.2%	82
2024 Q1	$219K	Sell	10,336 -27,054	-72%	-$571K	0.13%	141
2023 Q4	$792K	Sell	37,390 -10,569	-22%	-$222K	0.56%	40
2023 Q3	$1M	Buy	+47,959	New	+$1.01M	0.8%	23

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

ICM

III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's BKLN Position: Q3 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Invesco Senior Loan ETF (BKLN) in Q3 2024, closing a stake of 17,445 shares — an estimated $367K sold.

Hutchens & Kramer Investment Management Group first reported a position in BKLN in Q3 2023 and held it in 4 quarters. The position peaked at $1M in Q3 2023. 492 funds tracked by Wall St. Rank hold BKLN as of Q3 2024.

Hutchens & Kramer Investment Management Group reported no remaining Invesco Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 17,445 Invesco Senior Loan ETF shares in Q3 2024, an estimated $367K.
Hutchens & Kramer Investment Management Group first reported a position in Invesco Senior Loan ETF in Q3 2023 and held it in 4 quarters.
Hutchens & Kramer Investment Management Group's Invesco Senior Loan ETF position peaked at $1M in Q3 2023.
492 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.