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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
WI
276
WBI Investments
New Jersey
$906K -$692K -32,827 -43%
GRP
277
Global Retirement Partners
California
$903K -$333K -15,794 -27%
SPC
278
Sigma Planning Corp
Michigan
$898K +$1.37K +65 +0.2%
NRI
279
NFP Retirement Inc
California
$889K -$11.1K -524 -1%
FA
280
Flagstar Advisors
New York
$886K +$43.3K +2,055 +5%
IAN
281
Integrated Advisors Network
Texas
$865K -$34.9K -1,653 -4%
GA
282
GoalVest Advisory
New York
$853K +$854K +40,505 New
IB
283
Intrust Bank
Kansas
$851K
CWP
284
Concord Wealth Partners
Virginia
$850K -$17.9M -849,401 -95%
CB
285
Commerce Bank
Missouri
$833K
WAM
286
Worth Asset Management
Texas
$806K +$807K +38,248 New
AAS
287
Avantax Advisory Services
Texas
$800K +$78.2K +3,708 +11%
NF
288
Nikulski Financial
Iowa
$798K -$32.7K -1,550 -4%
OA
289
Operose Advisors
Wisconsin
$796K -$172K -8,159 -18%
SAG
290
SageView Advisory Group
California
$783K +$784K +37,155 New
HIM
291
Hillsdale Investment Management
Ontario, Canada
$783K +$120K +5,700 +18%
DDPIC
292
Deroy & Devereaux Private Investment Counsel
Michigan
$766K -$677K -32,100 -47%
OC
293
Optima Capital
Oregon
$751K +$752K +35,646 New
WC
294
Waterloo Capital
Texas
$737K +$311K +14,723 +73%
CIS
295
Continental Investors Services
Washington
$736K +$19K +900 +3%
HH
296
Hilltop Holdings
Texas
$724K -$105K -4,961 -13%
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
$705K -$134K -6,362 -16%
C
298
Croban
Ohio
$703K +$704K +33,369 New
AAM
299
Advisors Asset Management
Colorado
$691K +$103K +4,886 +18%
US Bancorp
300
US Bancorp
Minnesota
$690K +$68.9K +3,265 +11%

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.