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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
IWN
251
Independent Wealth Network
Iowa
$1.23M +$245K +11,597 +25%
MI
252
Motiv8 Investments
Florida
$1.22M -$143K -6,780 -11%
NL
253
NWAM LLC
Washington
$1.21M -$32.6K -1,545 -3%
WWMSC
254
Wagner Wealth Management (South Carolina)
South Carolina
$1.2M +$65.8K +3,121 +6%
VIA
255
Virtus Investment Advisers
Connecticut
$1.19M +$1.19M +56,622 New
AWM
256
Adams Wealth Management
Utah
$1.17M +$12.5K +594 +1%
CI
257
CacheTech Inc
Utah
$1.17M +$12.5K +594 +1%
TPCW
258
TD Private Client Wealth
New York
$1.14M +$464 +22 +0%
HFS
259
Howard Financial Services
Texas
$1.12M +$71.3K +3,381 +7%
CCFM
260
Clear Creek Financial Management
Washington
$1.12M -$116K -5,500 -9%
PAG
261
Private Advisor Group
New Jersey
$1.11M -$119K -5,647 -10%
CP
262
Cumberland Partners
Ontario, Canada
$1.05M
HSBC Holdings
263
HSBC Holdings
United Kingdom
$1.05M +$190K +9,031 +22%
LBWM
264
Left Brain Wealth Management
Illinois
$1.03M +$199K +9,436 +24%
CSP
265
Cary Street Partners
Virginia
$1.03M +$1.03M +48,883 New
VEA
266
Virtus ETF Advisers
New York
$1.02M +$1.02M +48,333 New
OC
267
Oppenheimer & Co
New York
$1.01M +$351K +16,648 +54%
PMA
268
Prudent Man Advisors
Illinois
$1.01M -$259K -12,300 -21%
BCI
269
Brinker Capital Investments
Pennsylvania
$1M +$78.8K +3,736 +9%
OPS
270
Orion Portfolio Solutions
Nebraska
$1M +$78.8K +3,736 +9%
HWM
271
Horizon Wealth Management
Illinois
$979K +$980K +46,462 New
CFB
272
Cullen/Frost Bankers
Texas
$961K +$57.6K +2,729 +6%
First Trust Advisors
273
First Trust Advisors
Illinois
$955K -$4.47K -212 -0.5%
ASN
274
Advisory Services Network
Georgia
$951K +$235K +11,137 +33%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$914K

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.