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Invesco Senior Loan ETF

539 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 221 increasing their positions, 137 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 137

32% more capital invested

Capital invested by funds: $5.86B → $7.71B (+$1.85B)

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more funds holding

Funds holding: 492539 (+47)

4.37% less ownership

Funds ownership: 87.24%82.87% (-4.4%)

94% less call options, than puts

Call options by funds: $978K | Put options by funds: $17.5M

Holders
539
Holders Change
+47
Holders Change %
+9.55%
% of All Funds
7.1%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
104
Increased
221
Reduced
137
Closed
47
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
FC Advisory
Pennsylvania
$1.54M +$38.1K +1,806 +3%
CIA
227
Concurrent Investment Advisors
Florida
$1.53M +$16.5K +784 +1%
GSEP
228
Golden State Equity Partners
California
$1.53M +$1.53M +72,447 New
WA
229
Waverly Advisors
Alabama
$1.51M -$633 -30 -0%
AUIM
230
Aegon USA Investment Management
Iowa
$1.5M
WWM
231
WT Wealth Management
Arizona
$1.5M -$106K -5,041 -7%
PFS
232
Prospera Financial Services
Texas
$1.48M -$120K -5,702 -7%
ETC
233
Exchange Traded Concepts
Oklahoma
$1.42M +$523K +24,779 +58%
AIP
234
Almanack Investment Partners
Pennsylvania
$1.42M -$25.7M -1,218,118 -95%
AAS
235
Asset Allocation Strategies
Michigan
$1.4M +$614K +29,100 +77%
IFG
236
Independent Financial Group
California
$1.4M +$81.3K +3,853 +6%
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$1.4M +$738K +35,000 +112%
HW
238
Hancock Whitney
Mississippi
$1.39M +$423K +20,067 +44%
KWM
239
Kingsview Wealth Management
Oregon
$1.39M +$184K +8,722 +15%
HPFG
240
Hart & Patterson Financial Group
Massachusetts
$1.38M +$34.4K +1,630 +3%
PCA
241
Peddock Capital Advisors
Massachusetts
$1.38M -$119K -5,632 -8%
AWA
242
Aletheian Wealth Advisors
Washington
$1.35M +$19.9K +942 +1%
CCC
243
Chesapeake Capital Corp
Florida
$1.34M -$6.09K -289 -0.5%
MAM
244
MMA Asset Management
Pennsylvania
$1.33M -$3.66M -173,538 -73%
TF
245
Trek Financial
Arizona
$1.32M +$1.32M +62,556 New
SAS
246
Stelac Advisory Services
New York
$1.31M +$40.5K +1,920 +3%
EGM
247
Engineers Gate Manager
New York
$1.3M +$587K +27,838 +82%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$1.29M +$405K +19,189 +45%
NWM
249
Napa Wealth Management
California
$1.28M +$351K +16,663 +38%
QFA
250
Quattro Financial Advisors
Texas
$1.27M +$1.28M +60,552 New

BKLN Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2024, worth a combined $7.71B — up 32% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BKLN positions and 47 closed out — a net gain of 57 holders — while 221 added to existing stakes and 137 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $393M. The largest seller was International Assets Investment Management, cutting an estimated $136M.

  • 539 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2024, up from 492 in Q3 2024.
  • Funds reported $7.71B of Invesco Senior Loan ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 104 funds opened new Invesco Senior Loan ETF positions in Q4 2024 and 47 closed out, a net change of +57 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2024 was TD Asset Management, an estimated $393M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2024 was International Assets Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.