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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
NONA
351
Ninety One North America
New York
$421K +$422K +20,000 New
SFS
352
Sowell Financial Services
Arkansas
$419K -$6.69K -317 -2%
VAM
353
Verity Asset Management
North Carolina
$414K +$415K +19,677 New
William Blair & Company
354
William Blair & Company
Illinois
$413K +$36.7K +1,739 +10%
CF
355
Copperwynd Financial
Arizona
$411K +$13.2K +623 +3%
LWM
356
LJI Wealth Management
Indiana
$409K – – –
RIL
357
Rothschild Investment LLC
Illinois
$406K -$140K -6,635 -26%
VC
358
Veery Capital
Delaware
$405K -$48.3K -2,288 -11%
FTS
359
Fifth Third Securities
Ohio
$398K -$6.75M -319,555 -94%
SFP
360
Sweet Financial Partners
Minnesota
$398K -$39.4K -1,865 -9%
OIM
361
Oder Investment Management
California
$397K -$1.14K -54 -0.3%
NP
362
NorthRock Partners
Minnesota
$378K -$338K -16,007 -47%
PI
363
PFG Investments
New York
$368K -$200K -9,467 -35%
HKIMG
364
Hutchens & Kramer Investment Management Group
Indiana
$367K +$150K +7,109 +69%
BFEC
365
Benjamin F. Edwards & Company
Missouri
$361K -$5.6K -265 -2%
MHS
366
M Holdings Securities
Oregon
$355K -$181K -8,574 -34%
NGA
367
Naples Global Advisors
Florida
$354K -$528 -25 -0.1%
AA
368
AlphaCentric Advisors
Puerto Rico
$351K -$4.05K -192 -1%
OFS
369
OneAscent Financial Services
Alabama
$349K +$351K +16,603 New
HAC
370
Harbor Advisory Corp
New Hampshire
$348K – – –
CPRC
371
Consolidated Portfolio Review Corp
New York
$343K +$16.2K +768 +5%
M&T Bank
372
M&T Bank
New York
$343K +$344K +16,291 New
JWCA
373
J.W. Coons Advisors
Ohio
$342K – – –
SAM
374
SignalPoint Asset Management
Missouri
$339K -$25K -1,185 -7%
TWP
375
Tyche Wealth Partners
Texas
$332K – – –
13 14
15
16 17

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.