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Invesco Senior Loan ETF
BKLN

525 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

46% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 157

9% more capital invested

Capital invested by funds: $6.63B → $7.19B (+$564M)

4% more funds holding

Funds holding: 507 → 525 (+18)

4.03% less ownership

Funds ownership: 92% → 87.96% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 49 → 47 (-2)

100% less call options, than puts

Call options by funds: $419K | Put options by funds: $134M

Holders
525
Holders Change
+18
Holders Change %
+3.55%
% of All Funds
7.58%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
74
Increased
230
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$298M
2
Jane Street
Jane Street
New York
+$137M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
5
MIG
Mariner Investment Group
New York
+$88M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$335M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$71.6M
3
NYLIM
New York Life Investment Management
New York
-$59.4M
4
Citigroup
Citigroup
New York
-$50M
5
OPAM
Ocean Park Asset Management
California
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
226
Synovus Financial
Georgia
$1.69M +$331K +15,674 +24%
PFS
227
Prospera Financial Services
Texas
$1.67M -$141K -6,675 -8%
GS
228
GTS Securities
New York
$1.66M +$1.67M +79,002 New
PAG
229
Private Advisor Group
New Jersey
$1.65M +$419K +19,824 +34%
RCA
230
Ranch Capital Advisors
Florida
$1.64M +$47.4K +2,245 +3%
AUIM
231
Aegon USA Investment Management
Iowa
$1.64M +$300K +14,200 +22%
GRP
232
Global Retirement Partners
California
$1.62M -$267K -12,623 -14%
GAMC
233
Garner Asset Management Corp
Texas
$1.61M +$114K +5,406 +8%
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$1.61M +$1.61M +76,309 New
SW
235
Simplicity Wealth
New Jersey
$1.6M +$1.07M +50,657 +201%
Simplex Trading
236
Simplex Trading
Illinois
$1.57M -$1.99M -94,010 -56%
WA
237
Waverly Advisors
Alabama
$1.51M -$290K -13,727 -16%
FA
238
FC Advisory
Pennsylvania
$1.49M +$6.69K +317 +0.4%
PCA
239
Peddock Capital Advisors
Massachusetts
$1.49M +$176K +8,313 +13%
Prudential Financial
240
Prudential Financial
New Jersey
$1.48M +$45.4K +2,148 +3%
DDPIC
241
Deroy & Devereaux Private Investment Counsel
Michigan
$1.44M -$21.1K -1,000 -1%
TI
242
TrueMark Investments
Illinois
$1.43M +$1.44M +67,985 New
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$1.43M +$516K +24,442 +56%
MPCG
244
Matrix Private Capital Group
New York
$1.4M +$932K +44,130 +195%
SAS
245
Stelac Advisory Services
New York
$1.39M -$13.1K -618 -0.9%
AWM
246
Adams Wealth Management
Utah
$1.35M -$7.58K -359 -0.6%
CI
247
CacheTech Inc
Utah
$1.35M +$1.36M +64,332 New
HPFG
248
Hart & Patterson Financial Group
Massachusetts
$1.35M +$2.34K +111 +0.2%
FHA
249
Flagship Harbor Advisors
Massachusetts
$1.35M +$1.35M +64,103 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.33M +$1.34M +63,296 New
8 9
10
11 12

BKLN Hedge Fund Activity: Q2 2024 in Review

525 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2024, worth a combined $7.19B — up 8.5% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BKLN positions and 48 closed out — a net gain of 26 holders — while 230 added to existing stakes and 157 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $298M. The largest seller was JP Morgan Chase, cutting an estimated $335M.

  • 525 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2024, up from 507 in Q1 2024.
  • Funds reported $7.19B of Invesco Senior Loan ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 74 funds opened new Invesco Senior Loan ETF positions in Q2 2024 and 48 closed out, a net change of +26 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2024 was Liberty Mutual Group Asset Management, an estimated $298M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2024 was JP Morgan Chase, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2024.