Meitav Investment House
BKLN icon

Meitav Investment House’s Invesco Senior Loan ETF BKLN Stock Holding History

Meitav Investment House’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
-10,945
Closed -$231K – 221
2024
Q4 		$231K Buy
+10,945
New +$231K ﹤0.01% 214
2024
Q2 		– Sell
-12,618
Closed -$267K – 224
2024
Q1 		$267K Sell
12,618
-747
-6% -$15.8K 0.01% 208
2023
Q4 		$283K Sell
13,365
-1,946
-13% -$40.8K ﹤0.01% 297
2023
Q3 		$321K Buy
15,311
+805
+6% +$16.9K 0.01% 281
2023
Q2 		$305K Sell
14,506
-1,305
-8% -$27.2K ﹤0.01% 314
2023
Q1 		$332K Sell
15,811
-63,561
-80% -$1.33M 0.01% 311
2022
Q4 		$1.64M Sell
79,372
-4,113
-5% -$85.2K 0.03% 197
2022
Q3 		$1.69M Buy
83,485
+18,500
+28% +$386K 0.03% 197
2022
Q2 		$1.31M Sell
64,985
-22,945
-26% -$486K 0.02% 215
2022
Q1 		$1.9M Buy
87,930
+13,370
+18% +$292K 0.03% 218
2021
Q4 		$1.65M Buy
74,560
+4,443
+6% +$98K 0.03% 215
2021
Q3 		$1.55M Buy
70,117
+4,253
+6% +$94K 0.03% 219
2021
Q2 		$1.46M Buy
65,864
+4,682
+8% +$104K 0.04% 203
2021
Q1 		$1.35M Buy
61,182
+12,293
+25% +$274K 0.04% 191
2020
Q4 		$1.09M Buy
48,889
+13,871
+40% +$304K 0.04% 167
2020
Q3 		$761K Buy
35,018
+9,406
+37% +$204K 0.04% 188
2020
Q2 		$546K Buy
+25,612
New +$542K 0.03% 208
2018
Q2 		– Sell
-25,601
Closed -$592K – 426
2018
Q1 		$592K Buy
25,601
+1,681
+7% +$38.9K 0.03% 242
2017
Q4 		$551K Buy
+23,920
New +$552K 0.03% 152

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Meitav Investment House's BKLN Position: Q1 2025 in Review

Meitav Investment House sold out of Invesco Senior Loan ETF (BKLN) in Q1 2025, closing a stake of 10,945 shares — an estimated $231K sold.

Meitav Investment House first reported a position in BKLN in Q4 2017 and held it in 19 quarters. The position peaked at $1.9M in Q1 2022. 541 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

  • Meitav Investment House reported no remaining Invesco Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 10,945 Invesco Senior Loan ETF shares in Q1 2025, an estimated $231K.
  • Meitav Investment House first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 19 quarters.
  • Meitav Investment House's Invesco Senior Loan ETF position peaked at $1.9M in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.