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New York Life Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

New York Life Investment 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
Q2 		$25M Buy
1,227,511
+113,426
+10% +$2.33M 0.17% 107
2026
Q1 		$22.7M Buy
1,114,085
+55,926
+5% +$1.15M 0.19% 100
2025
Q4 		$22.2M Buy
1,058,159
+517,375
+96% +$10.8M 0.19% 107
2025
Q3 		$11.3M Buy
540,784
+47,179
+10% +$988K 0.1% 178
2025
Q2 		$10.3M Sell
493,605
-1,180,264
-71% -$24.5M 0.1% 194
2025
Q1 		$34.6M Buy
1,673,869
+198,841
+13% +$4.17M 0.35% 51
2024
Q4 		$31.1M Sell
1,475,028
-100,876
-6% -$2.13M 0.3% 56
2024
Q3 		$33.1M Sell
1,575,904
-25,911
-2% -$545K 0.32% 58
2024
Q2 		$33.7M Sell
1,601,815
-2,812,625
-64% -$59.4M 0.34% 53
2024
Q1 		$93.4M Sell
4,414,440
-1,257,488
-22% -$26.6M 0.93% 20
2023
Q4 		$120M Buy
5,671,928
+546,062
+11% +$11.5M 1.23% 14
2023
Q3 		$108M Sell
5,125,866
-310,712
-6% -$6.54M 1.16% 17
2023
Q2 		$114M Buy
5,436,578
+2,849,764
+110% +$59.4M 1.19% 15
2023
Q1 		$53.8M Buy
2,586,814
+239,577
+10% +$5.01M 0.6% 28
2022
Q4 		$48.2M Buy
2,347,237
+52,022
+2% +$1.08M 0.55% 29
2022
Q3 		$46.3M Sell
2,295,215
-222,374
-9% -$4.64M 0.56% 27
2022
Q2 		$51M Buy
2,517,589
+1,823,332
+263% +$38.6M 0.59% 28
2022
Q1 		$15.1M Buy
694,257
+23,218
+3% +$507K 0.8% 16
2021
Q4 		$14.8M Buy
671,039
+51,819
+8% +$1.14M 0.77% 17
2021
Q3 		$13.7M Buy
619,220
+129,975
+27% +$2.87M 0.75% 16
2021
Q2 		$10.8M Buy
489,245
+198,264
+68% +$4.4M 0.63% 15
2021
Q1 		$6.44M Buy
290,981
+47,922
+20% +$1.07M 0.39% 18
2020
Q4 		$5.42M Buy
243,059
+24,514
+11% +$538K 0.36% 18
2020
Q3 		$4.75M Buy
218,545
+24,093
+12% +$524K 0.43% 16
2020
Q2 		$4.15M Buy
194,452
+8,942
+5% +$189K 0.44% 14
2020
Q1 		$4.18M Hold
185,510
– – 0.66% 11
2019
Q4 		$4.18M Hold
185,510
– – 0.61% 11
2019
Q3 		$4.18M Hold
185,510
– – 0.49% 13
2019
Q2 		$4.18M Hold
185,510
– – 0.38% 15
2019
Q1 		$4.18M Hold
185,510
– – 0.32% 19
2018
Q4 		$4.04M Buy
+185,510
New +$4.22M 0.3% 20
2014
Q1 		– Sell
-158,098
Closed -$3.93M – 170
2013
Q4 		$3.93M Sell
158,098
-158,096
-50% -$3.92M 0.98% 35
2013
Q3 		$7.8M Buy
316,194
+251,883
+392% +$6.25M 2.4% 10
2013
Q2 		$1.59M Buy
+64,311
New +$1.61M 0.51% 38

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SCM
Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York Life Investment Management's BKLN Position: Q2 2026 in Review

New York Life Investment Management increased its Invesco Senior Loan ETF (BKLN) stake by 10% in Q2 2026, buying an estimated $2.33M and bringing the position to 1,227,511 shares worth $25M. The position accounts for 0.17% of the portfolio, ranked #107.

New York Life Investment Management first reported a position in BKLN in Q2 2013 and has held it in 34 quarters since. The position peaked at $120M in Q4 2023. 298 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • New York Life Investment Management held 1,227,511 shares of Invesco Senior Loan ETF worth $25M as of Q2 2026.
  • New York Life Investment Management bought 113,426 Invesco Senior Loan ETF shares in Q2 2026, an estimated $2.33M.
  • Invesco Senior Loan ETF made up 0.17% of New York Life Investment Management's portfolio in Q2 2026, its #107 holding.
  • New York Life Investment Management first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 34 quarters since.
  • New York Life Investment Management's Invesco Senior Loan ETF position peaked at $120M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.