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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
JWCA
376
J.W. Cole Advisors
Florida
$323K -$330K -15,635 -50%
FAT
377
First American Trust
California
$323K -$66.7K -3,160 -17%
FUBT
378
First United Bank & Trust
Maryland
$314K +$32.8K +1,554 +12%
DC
379
Davenport & Co
Virginia
$313K -$33.3K -1,579 -10%
BPA
380
Beacon Pointe Advisors
California
$310K -$73.3K -3,473 -19%
CFP
381
Cascade Financial Partners
California
$300K +$17.4K +825 +6%
FF
382
Friedenthal Financial
New Jersey
$297K +$22.6K +1,068 +8%
FFN
383
Focus Financial Network
Minnesota
$296K -$2.34K -111 -0.8%
VCP
384
Verus Capital Partners
Arizona
$295K +$88.9K +4,208 +43%
4FG
385
4Thought Financial Group
New York
$290K +$31.5K +1,491 +12%
SS
386
Sunbelt Securities
Texas
$287K +$49.8K +2,357 +21%
AC
387
Avestar Capital
New York
$284K – – –
SAI
388
Savvy Advisors Inc
New York
$283K -$215K -10,167 -43%
DAS
389
Dynamic Advisor Solutions
Arizona
$279K +$51K +2,413 +22%
Corient Private Wealth
390
Corient Private Wealth
Florida
$279K +$280K +13,256 New
MCA
391
Millennium Capital Advisors
Arkansas
$276K +$718 +34 +0.3%
CFGF
392
Compass Financial Group (Florida)
Florida
$276K -$6.02K -285 -2%
AWA
393
Arkadios Wealth Advisors
Georgia
$275K +$276K +13,074 New
MCM
394
Mainstay Capital Management
Michigan
$272K -$16.9K -799 -6%
NB
395
NBT Bank
New York
$269K +$270K +12,765 New
Nomura Asset Management
396
Nomura Asset Management
Japan
$268K – – –
OWA
397
Opal Wealth Advisors
New York
$262K – – –
AG
398
AlTi Global
New York
$261K -$43.1K -2,041 -14%
CAM
399
Cobblestone Asset Management
Virginia
$260K +$10.1K +477 +4%
UCFA
400
United Capital Financial Advisors
Texas
$260K -$6.76K -320 -3%
14 15
16
17 18

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.