Liberty Mutual Group Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Liberty Mutual Group Asset Management’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
2026 Q1	$25M	Buy	+1,225,000	New	+$25.3M	2%	11
2025 Q3	–	Sell	-500,000	Closed	-$10.5M	–	14
2025 Q2	$10.5M	Buy	+500,000	New	+$10.4M	2.27%	4
2025 Q1	–	Sell	-5,000,000	Closed	-$105M	–	16
2024 Q4	$105M	Buy	+5,000,000	New	+$105M	25.08%	2
2024 Q3	–	Sell	-14,112,500	Closed	-$297M	–	51
2024 Q2	$297M	Buy	+14,112,500	New	+$298M	43.71%	1

Other funds holding BKLN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Liberty Mutual Group Asset Management's BKLN Position: Q1 2026 in Review

Liberty Mutual Group Asset Management opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 1,225,000 shares worth $25M. The stake represents 2% of the portfolio and ranks #11 among its holdings. This is a return to the name: Liberty Mutual Group Asset Management previously reported a position in BKLN as recently as Q2 2025.

Liberty Mutual Group Asset Management first reported a position in BKLN in Q2 2024 and has held it in 4 quarters since. The position peaked at $297M in Q2 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Liberty Mutual Group Asset Management held 1,225,000 shares of Invesco Senior Loan ETF worth $25M as of Q1 2026.
Invesco Senior Loan ETF was a new Liberty Mutual Group Asset Management position in Q1 2026.
Invesco Senior Loan ETF made up 2% of Liberty Mutual Group Asset Management's portfolio in Q1 2026, its #11 holding.
Liberty Mutual Group Asset Management first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 4 quarters since.
Liberty Mutual Group Asset Management's Invesco Senior Loan ETF position peaked at $297M in Q2 2024.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2026, filed 15 May 2026.