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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
SP
351
Sequent Planning
Nebraska
$390K -$13.4K -635 -3%
AA
352
AlphaCentric Advisors
Puerto Rico
$384K +$25.9K +1,229 +7%
DCM
353
Dimension Capital Management
Florida
$376K +$376K +17,840 New
HNWAG
354
High Net Worth Advisory Group
Florida
$369K +$369K +17,500 New
FWM
355
Focused Wealth Management
New York
$368K +$368K +17,448 New
GAA
356
Global Assets Advisory
Florida
$367K +$367K +17,422 New
C
357
Certuity
Florida
$365K -$57.6K -2,732 -14%
PI
358
PFG Investments
New York
$364K +$12.1K +575 +3%
EFG
359
Elm3 Financial Group
Georgia
$357K +$357K +16,935 New
PA
360
PFG Advisors
Arizona
$353K +$353K +16,732 New
DC
361
Davenport & Co
Virginia
$351K +$9.05K +429 +3%
LWM
362
LJI Wealth Management
Indiana
$349K -$59.9K -2,840 -15%
IAIM
363
International Assets Investment Management
Florida
$348K -$136M -6,433,177 -100%
IIL
364
Insight Inv LLC
California
$347K +$348K +16,486 New
RIL
365
Rothschild Investment LLC
Illinois
$343K
JWBC
366
J.W. Burns & Co
New York
$342K -$84.9K -4,025 -20%
JSW
367
Journey Strategic Wealth
New Jersey
$339K +$339K +16,096 New
OPCM
368
Osborne Partners Capital Management
California
$338K +$338K +16,030 New
SAM
369
SignalPoint Asset Management
Missouri
$337K +$274 +13 +0.1%
CPRC
370
Consolidated Portfolio Review Corp
New York
$334K -$15.5K -735 -4%
TWP
371
Tyche Wealth Partners
Texas
$333K
ACP
372
Argyle Capital Partners
California
$331K +$331K +15,699 New
P
373
&Partners
Tennessee
$326K +$78.1K +3,705 +32%
UB
374
UMB Bank
Missouri
$322K -$353K -16,742 -52%
CAMV
375
Concord Asset Management (Virginia)
Virginia
$320K -$18M -851,908 -98%

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.