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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
GCP
301
Gill Capital Partners
Colorado
$683K
SA
302
Strategic Advocates
Utah
$670K -$99.9K -4,739 -13%
FSA
303
Fort Sheridan Advisors
Illinois
$664K +$30.3K +1,437 +5%
WCM
304
Wealthcare Capital Management
Virginia
$660K +$16.2K +768 +3%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$651K -$56.7K -2,689 -8%
BRWA
306
B. Riley Wealth Advisors
Florida
$646K +$49.6K +2,353 +8%
FIM
307
Fernwood Investment Management
Massachusetts
$617K -$12.7K -600 -2%
Capstone Investment Advisors
308
Capstone Investment Advisors
New York
$612K +$612K +29,030 New
AWA
309
Arete Wealth Advisors
Illinois
$599K +$166K +7,893 +38%
MOS
310
MGO One Seven
Ohio
$583K +$15K +712 +3%
AAS
311
Ameritas Advisory Services
Nebraska
$571K +$4.07K +193 +0.7%
FCAM
312
First Citizens Asset Management
North Carolina
$570K -$41.9K -1,987 -7%
WIA
313
World Investment Advisors
California
$569K -$68K -3,224 -11%
PIA
314
Pinion Investment Advisors
Kansas
$554K +$555K +26,297 New
MCM
315
MAI Capital Management
Ohio
$535K +$536K +25,408 New
KPWS
316
Kestra Private Wealth Services
Texas
$532K +$62K +2,939 +13%
FCCM
317
First City Capital Management
Georgia
$529K -$110K -5,222 -17%
CRWM
318
Castle Rock Wealth Management
California
$525K -$747K -35,435 -59%
SB
319
Strategic Blueprint
Georgia
$520K -$3.96K -188 -0.8%
KWA
320
Kingswood Wealth Advisors
California
$519K +$520K +24,650 New
CA
321
CoreCap Advisors
Michigan
$516K +$487K +23,114 +1,707%
WA
322
Wambolt & Associates
Colorado
$507K -$206K -9,775 -29%
I
323
INVST
Indiana
$501K -$75.2K -3,567 -13%
KCM
324
Kennicott Capital Management
California
$498K
EA
325
Everpar Advisors
Oklahoma
$489K -$9.6K -455 -2%

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.