We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

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: 507525 (+18)

4.03% less ownership

Funds ownership: 92%87.96% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
Faithward Advisors
Pennsylvania
$547K -$28.5K -1,348 -5%
HIM
327
Hillsdale Investment Management
Ontario, Canada
$537K
US Bancorp
328
US Bancorp
Minnesota
$515K -$266K -12,605 -34%
WAM
329
Worth Asset Management
Texas
$515K -$106K -5,035 -17%
AWA
330
Arete Wealth Advisors
Illinois
$515K +$46.9K +2,222 +10%
CAG
331
Csenge Advisory Group
Florida
$514K -$43.4K -2,056 -8%
AAM
332
Advisors Asset Management
Colorado
$512K +$48.1K +2,279 +10%
DB
333
Dravo Bay
Delaware
$493K +$57.8K +2,736 +13%
GF
334
Gries Financial
Ohio
$472K -$428K -20,273 -47%
IMC Chicago
335
IMC Chicago
Illinois
$468K -$294K -13,921 -38%
GSEP
336
Golden State Equity Partners
California
$466K +$468K +22,149 New
PA
337
Parallel Advisors
California
$464K -$2.24K -106 -0.5%
HH
338
Hilltop Holdings
Texas
$461K -$516K -24,451 -53%
HCP
339
Hexagon Capital Partners
Arkansas
$459K -$66.1K -3,128 -13%
CB
340
Chris Bulman
California
$458K +$460K +21,763 New
JWBC
341
J.W. Burns & Co
New York
$456K -$2.11K -100 -0.5%
Vanguard Group
342
Vanguard Group
Pennsylvania
$453K
AA
343
Axiom Advisory
California
$447K +$447K +21,168 New
BWG
344
Beta Wealth Group
California
$446K -$29.1K -1,380 -6%
KPWS
345
Kestra Private Wealth Services
Texas
$445K -$18.3K -866 -4%
RJT
346
Raymond James Trust
Florida
$434K +$435K +20,610 New
CAM
347
Cresset Asset Management
Illinois
$427K +$429K +20,303 New
SA
348
Sanctuary Advisors
Indiana
$425K +$426K +20,153 New
Creative Planning
349
Creative Planning
Kansas
$424K -$30.8K -1,459 -7%
C
350
Certuity
Florida
$422K +$424K +20,067 New

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.