We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

482 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $4.62B → $5.67B (+$1.06B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 446482 (+36)

2.07% more ownership

Funds ownership: 94.76%96.83% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 172

87% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $213M

Holders
482
Holders Change
+36
Holders Change %
+8.07%
% of All Funds
7.03%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
159
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
VL
251
Vima LLC
Michigan
$953K +$944K +44,983 New
NF
252
Nikulski Financial
Iowa
$947K -$99.6K -4,750 -10%
CS
253
Credit Suisse
Switzerland
$934K
IWN
254
Independent Wealth Network
Iowa
$933K +$22.1K +1,055 +2%
BCM
255
BlueCrest Capital Management
Jersey
$885K -$5.34M -254,426 -86%
CAS
256
Coppell Advisory Solutions
Texas
$878K +$870K +41,472 New
SB
257
Strategic Blueprint
Georgia
$869K -$21K -1,003 -2%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$867K +$17K +812 +2%
SA
259
Strategic Advocates
Utah
$847K +$133K +6,350 +19%
CB
260
Commerce Bank
Missouri
$838K
IB
261
Intrust Bank
Kansas
$828K -$16.7K -795 -2%
CastleKeep Investment Advisors
262
CastleKeep Investment Advisors
Connecticut
$799K +$791K +37,706 New
HKIMG
263
Hutchens & Kramer Investment Management Group
Indiana
$792K -$222K -10,569 -22%
TPCW
264
TD Private Client Wealth
New York
$781K -$46K -2,193 -6%
NRI
265
NFP Retirement Inc
California
$775K -$106K -5,076 -12%
FA
266
Flagstar Advisors
New York
$774K -$124K -5,919 -14%
SAF
267
Smith Anglin Financial
Texas
$736K +$729K +34,769 New
SAI
268
Savvy Advisors Inc
New York
$720K +$714K +34,018 New
FCCM
269
First City Capital Management
Georgia
$717K -$29.4K -1,400 -4%
OBWG
270
Onyx Bridge Wealth Group
New York
$717K +$64.6K +3,082 +10%
RC
271
Roundview Capital
New Jersey
$717K -$4.39M -209,394 -86%
CFB
272
Cullen/Frost Bankers
Texas
$712K -$18.2K -869 -3%
C
273
Croban
Ohio
$703K +$700K +33,369 New
MHS
274
M Holdings Securities
Oregon
$702K +$5.94K +283 +0.9%
IFG
275
Independent Financial Group
California
$693K +$212K +10,114 +45%

BKLN Hedge Fund Activity: Q4 2023 in Review

482 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2023, worth a combined $5.67B — up 23% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BKLN positions and 50 closed out — a net gain of 41 holders — while 159 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $365M. The largest seller was Ocean Park Asset Management, cutting an estimated $142M.

  • 482 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $5.67B of Invesco Senior Loan ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 91 funds opened new Invesco Senior Loan ETF positions in Q4 2023 and 50 closed out, a net change of +41 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $365M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2023.