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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
OC
301
Oppenheimer & Co
New York
$781K +$69.3K +3,282 +10%
EFG
302
Ehrlich Financial Group
California
$768K +$771K +36,521 New
UB
303
UMB Bank
Missouri
$756K -$201K -9,542 -21%
LBWM
304
Left Brain Wealth Management
Illinois
$756K +$114K +5,381 +18%
ASN
305
Advisory Services Network
Georgia
$715K +$499K +23,618 +228%
SP
306
Sequent Planning
Nebraska
$714K +$29.6K +1,400 +4%
CIS
307
Continental Investors Services
Washington
$705K -$3.1K -147 -0.4%
GCP
308
Gill Capital Partners
Colorado
$682K – – –
SPC
309
Sigma Planning Corp
Michigan
$675K -$24.9K -1,177 -4%
NWM
310
Napa Wealth Management
California
$667K +$670K +31,709 New
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$656K +$659K +31,200 New
FCCM
312
First City Capital Management
Georgia
$654K -$106 -5 -0%
I
313
INVST
Indiana
$642K -$228K -10,809 -26%
BRWA
314
B. Riley Wealth Advisors
Florida
$640K +$21.1K +998 +3%
FSA
315
Fort Sheridan Advisors
Illinois
$632K +$248K +11,730 +64%
FIM
316
Fernwood Investment Management
Massachusetts
$629K -$19K -900 -3%
AAS
317
Avantax Advisory Services
Texas
$621K +$13.3K +628 +2%
FCAM
318
First Citizens Asset Management
North Carolina
$617K -$10.2K -484 -2%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$594K +$596K +28,245 New
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$587K -$1.37M -64,804 -70%
BEI
321
Benjamin Edwards Inc
Missouri
$579K +$7.5K +355 +1%
QC
322
Quadrature Capital
United Kingdom
$578K +$581K +27,500 New
WIA
323
World Investment Advisors
California
$572K +$293K +13,873 +104%
WS
324
Wedbush Securities
California
$562K -$2.35M -111,268 -81%
AAS
325
Ameritas Advisory Services
Nebraska
$553K +$13.8K +654 +3%
11 12
13
14 15

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.