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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
SFS
326
Sowell Financial Services
Arkansas
$487K +$67.9K +3,221 +16%
HWM
327
Howard Wealth Management
Connecticut
$486K -$450K -21,337 -48%
SIA
328
Summit Investment Advisors
Maryland
$485K +$486K +23,049 New
SPIA
329
Steward Partners Investment Advisory
New York
$481K +$326K +15,467 +210%
KF
330
K2 Financial
California
$470K +$470K +22,272 New
OIM
331
Oder Investment Management
California
$470K +$633 +30 +0.1%
FUBT
332
First United Bank & Trust
Maryland
$469K +$184K +8,702 +64%
CAG
333
Csenge Advisory Group
Florida
$459K -$64.5K -3,059 -12%
GS
334
GTS Securities
New York
$455K -$513K -24,303 -53%
LSC
335
Logan Stone Capital
Illinois
$443K -$1.11M -52,602 -71%
AIM
336
Advyzon Investment Management
Illinois
$439K +$439K +20,838 New
XT
337
XTX Topco
Cayman Islands
$437K +$437K +20,741 New
Squarepoint
338
Squarepoint
New York
$437K +$437K +20,734 New
EAM
339
Everstar Asset Management
North Carolina
$434K -$40.1K -1,900 -8%
JWCA
340
J.W. Coons Advisors
Ohio
$423K +$80.4K +3,810 +23%
Mitsubishi UFJ Asset Management
341
Mitsubishi UFJ Asset Management
Japan
$422K -$1.72M -81,700 -80%
NONA
342
Ninety One North America
New York
$421K
VCP
343
Verus Capital Partners
Arizona
$416K +$89K +4,220 +27%
IAA
344
Independent Advisor Alliance
North Carolina
$411K +$412K +19,525 New
SI
345
SimpliFi Inc
California
$410K -$12.7M -604,356 -97%
PA
346
Parallel Advisors
California
$405K -$2.72K -129 -0.7%
HCP
347
Hexagon Capital Partners
Arkansas
$405K -$22.6K -1,074 -5%
William Blair & Company
348
William Blair & Company
Illinois
$402K -$12.7K -600 -3%
Creative Planning
349
Creative Planning
Kansas
$402K +$1.6K +76 +0.4%
WCP
350
Wealthcare Capital Partners
Pennsylvania
$393K +$393K +18,635 New

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.