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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
BWG
376
Beta Wealth Group
California
$320K -$30.8K -1,459 -9%
FFN
377
Focus Financial Network
Minnesota
$318K +$2.62K +124 +0.8%
SA
378
Sanctuary Advisors
Indiana
$308K -$49.4K -2,342 -14%
NGA
379
Naples Global Advisors
Florida
$305K -$8.96K -425 -3%
FAT
380
First American Trust
California
$305K
BPA
381
Beacon Pointe Advisors
California
$304K -$7.8K -370 -2%
MHS
382
M Holdings Securities
Oregon
$303K -$8.27K -392 -3%
MCM
383
M1 Capital Management
Michigan
$301K +$302K +14,300 New
CFP
384
Cascade Financial Partners
California
$301K
4FG
385
4Thought Financial Group
New York
$299K +$7.47K +354 +3%
SCA
386
Snowden Capital Advisors
New York
$298K +$1.52K +72 +0.5%
PF
387
Parker Financial
Washington
$293K -$81.2K -3,849 -22%
CAL
388
Capital Analysts LLC
Pennsylvania
$293K +$14.9K +706 +5%
EFG
389
Elios Financial Group
Ohio
$292K +$2.59K +123 +0.9%
GWM
390
Geneos Wealth Management
Colorado
$284K -$148K -7,034 -34%
CAM
391
Cobblestone Asset Management
Virginia
$281K +$20.8K +987 +8%
SC
392
Savant Capital
Illinois
$280K -$393K -18,646 -58%
SWP
393
Stratos Wealth Partners
Ohio
$279K +$279K +13,230 New
CB
394
Chris Bulman
California
$278K +$20.2K +957 +8%
OBWG
395
Onyx Bridge Wealth Group
New York
$277K -$254K -12,039 -48%
DAS
396
Dynamic Advisor Solutions
Arizona
$271K +$28.5K +1,350 +12%
AFA
397
AA Financial Advisors
Ohio
$270K +$40.2K +1,905 +17%
UCFA
398
United Capital Financial Advisors
Texas
$270K +$11.1K +528 +4%
NB
399
NBT Bank
New York
$269K
Nomura Asset Management
400
Nomura Asset Management
Japan
$268K

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.