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Invesco Senior Loan ETF

482 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $4.62B → $5.67B (+$1.06B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 446482 (+36)

2.07% more ownership

Funds ownership: 94.76%96.83% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 172

87% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $213M

Holders
482
Holders Change
+36
Holders Change %
+8.07%
% of All Funds
7.03%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
159
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
401
Creative Capital Management Investments
California
$144K
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$139K -$35.8K -1,708 -21%
LFASL
403
Lugano Financial Advisors SA (LFA)
Switzerland
$128K
RFG
404
REAP Financial Group
Texas
$121K +$120K +5,734 New
AIM
405
Arcadia Investment Management
Michigan
$116K
WP
406
WealthShield Partners
North Carolina
$111K -$1.15K -55 -1%
HI
407
Harbour Investments
Wisconsin
$109K +$15.4K +735 +17%
HCA
408
Harbor Capital Advisors
Illinois
$106K +$105K +5,021 New
FHA
409
First Horizon Advisors
Tennessee
$104K +$94.3K +4,498 +1,111%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$101K -$7.3K -348 -7%
CAM
411
Creekmur Asset Management
Illinois
$95.9K +$95K +4,530 New
IA
412
IFP Advisors
Florida
$85.8K -$110K -5,259 -56%
GWM
413
Geneos Wealth Management
Colorado
$82K +$27.3K +1,300 +51%
SPIA
414
Steward Partners Investment Advisory
New York
$75.4K
MIA
415
MeadowBrook Investment Advisors
Michigan
$74.7K +$74K +3,529 New
TRCT
416
Tower Research Capital (TRC)
New York
$70.7K -$75.7K -3,609 -52%
CIAS
417
Capital Investment Advisory Services
North Carolina
$68.9K -$210 -10 -0.3%
JEST
418
JTC Employer Solutions Trustee
Jersey
$64K
PS
419
Principal Securities
Iowa
$58.1K +$57.5K +2,743 New
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$57.3K -$2.73K -130 -5%
HCM
421
Hollencrest Capital Management
California
$54.9K +$797 +38 +1%
AF
422
Allworth Financial
California
$54.2K -$25.3K -1,207 -32%
AA
423
AlphaMark Advisors
Kentucky
$52K -$5.24K -250 -9%
FRA
424
Front Row Advisors
California
$50.6K -$9.79K -467 -16%
CP
425
Castleview Partners
Texas
$49.1K +$29.6K +1,411 +156%

BKLN Hedge Fund Activity: Q4 2023 in Review

482 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2023, worth a combined $5.67B — up 23% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BKLN positions and 50 closed out — a net gain of 41 holders — while 159 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $365M. The largest seller was Ocean Park Asset Management, cutting an estimated $142M.

  • 482 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $5.67B of Invesco Senior Loan ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 91 funds opened new Invesco Senior Loan ETF positions in Q4 2023 and 50 closed out, a net change of +41 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $365M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2023.