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Jefferies Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Jefferies Financial 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
2025
Q1 		– Sell
-200,000
Closed -$4.21M – 1640
2024
Q4 		$4.21M Buy
+200,000
New +$4.22M 0.03% 423
2023
Q2 		– Sell
-13,285
Closed -$276K – 1685
2023
Q1 		$276K Buy
+13,285
New +$278K ﹤0.01% 1255

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Jefferies Financial Group's BKLN Position: Q1 2025 in Review

Jefferies Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2025, closing a stake of 200,000 shares — an estimated $4.21M sold.

Jefferies Financial Group first reported a position in BKLN in Q1 2023 and held it in 2 quarters. The position peaked at $4.21M in Q4 2024. 540 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

  • Jefferies Financial Group reported no remaining Invesco Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 200,000 Invesco Senior Loan ETF shares in Q1 2025, an estimated $4.21M.
  • Jefferies Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Invesco Senior Loan ETF position peaked at $4.21M in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.