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Sumitomo Life Insurance’s Invesco Senior Loan ETF BKLN Stock Holding History

Sumitomo Life Insurance’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 		$62.9M Buy
3,089,034
+1,215,953
+65% +$24.9M 1.03% 16
2026
Q1 		$38.2M Sell
1,873,081
-1,296,919
-41% -$26.8M 0.9% 14
2025
Q4 		$66.6M Buy
3,170,000
+252,091
+9% +$5.27M 1.82% 12
2025
Q3 		$61.1M Buy
2,917,909
+750,662
+35% +$15.7M 1.9% 12
2025
Q2 		$45.3M Sell
2,167,247
-1,180,207
-35% -$24.5M 3.08% 6
2025
Q1 		$69.3M Buy
3,347,454
+245,619
+8% +$5.15M 2.48% 5
2024
Q4 		$65.4M Buy
3,101,835
+1,869,046
+152% +$39.4M 1.23% 11
2024
Q3 		$25.9M Sell
1,232,789
-1,778,427
-59% -$37.4M 0.51% 13
2024
Q2 		$63.4M Hold
3,011,216
– – 1.47% 8
2024
Q1 		$63.7M Buy
3,011,216
+55,491
+2% +$1.17M 1.65% 7
2023
Q4 		$62.6M Hold
2,955,725
– – 1.95% 5
2023
Q3 		$62M Hold
2,955,725
– – 1.75% 5
2023
Q2 		$62.2M Buy
2,955,725
+500,009
+20% +$10.4M 2.74% 5
2023
Q1 		$51.1M Buy
2,455,716
+845,367
+52% +$17.7M 4.3% 5
2022
Q4 		$33.1M Sell
1,610,349
-1,075,951
-40% -$22.3M 2.44% 5
2022
Q3 		$54.2M Buy
2,686,300
+1,000
+0% +$20.9K 2.3% 5
2022
Q2 		$54.4M Sell
2,685,300
-177,000
-6% -$3.75M 1.52% 6
2022
Q1 		$62.3M Buy
2,862,300
+145,000
+5% +$3.17M 1.54% 5
2021
Q4 		$60.1M Buy
+2,717,300
New +$60M 1.43% 5
2021
Q2 		– Sell
-1,700,000
Closed -$37.6M – 286
2021
Q1 		$37.6M Buy
1,700,000
+307,574
+22% +$6.85M 1.51% 5
2020
Q4 		$31M Buy
1,392,426
+250,100
+22% +$5.49M 1.31% 7
2020
Q3 		$24.8M Buy
+1,142,326
New +$24.8M 1.16% 8

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Sumitomo Life Insurance's BKLN Position: Q2 2026 in Review

Sumitomo Life Insurance increased its Invesco Senior Loan ETF (BKLN) stake by 65% in Q2 2026, buying an estimated $24.9M and bringing the position to 3,089,034 shares worth $62.9M. The position accounts for 1.03% of the portfolio, ranked #16.

Sumitomo Life Insurance first reported a position in BKLN in Q3 2020 and has held it in 22 quarters since. The position peaked at $69.3M in Q1 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Sumitomo Life Insurance held 3,089,034 shares of Invesco Senior Loan ETF worth $62.9M as of Q2 2026.
  • Sumitomo Life Insurance bought 1,215,953 Invesco Senior Loan ETF shares in Q2 2026, an estimated $24.9M.
  • Invesco Senior Loan ETF made up 1.03% of Sumitomo Life Insurance's portfolio in Q2 2026, its #16 holding.
  • Sumitomo Life Insurance first reported a position in Invesco Senior Loan ETF in Q3 2020 and has held it in 22 quarters since.
  • Sumitomo Life Insurance's Invesco Senior Loan ETF position peaked at $69.3M in Q1 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.