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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
LCGC
401
Legacy Capital Group California
California
$256K +$54.4K +2,574 +27%
SIS
402
Sound Income Strategies
Florida
$253K +$248K +11,742 +3,994%
RWIA
403
Roger Wittlin Investment Advisory
California
$249K -$420K -19,889 -63%
RCG
404
Regatta Capital Group
California
$246K -$23.9K -1,130 -9%
ES
405
Eagle Strategies
New York
$245K +$246K +11,649 New
BWAM
406
Boyd Watterson Asset Management
Ohio
$241K +$18.8K +891 +8%
1IA
407
1620 Investment Advisors
Massachusetts
$241K -$211 -10 -0.1%
CAAS
408
Capital Asset Advisory Services
Michigan
$233K +$6.31K +299 +3%
SIAS
409
Summit Investment Advisory Services
Minnesota
$230K +$231K +10,917 New
AWM
410
Axxcess Wealth Management
California
$230K +$3.34K +158 +1%
VFPW
411
Vantage Financial Partners (Wisconsin)
Wisconsin
$227K -$166K -7,871 -42%
AFA
412
AA Financial Advisors
Ohio
$219K -$23.1K -1,094 -9%
OIA
413
Optimum Investment Advisors
Illinois
$216K – – –
WWM
414
Western Wealth Management
Colorado
$215K +$216K +10,231 New
CWM
415
Cordatus Wealth Management
Pennsylvania
$215K – – –
SWP
416
Stratos Wealth Partners
Ohio
$215K -$4.69K -222 -2%
PCA
417
Prosperity Capital Advisors
Ohio
$212K +$213K +10,079 New
HGA
418
Hobbs Group Advisors
South Carolina
$210K +$211K +10,000 New
HFS
419
Howard Financial Services
Texas
$210K +$211K +10,000 New
RC
420
Roundview Capital
New Jersey
$207K -$7.92K -375 -4%
ECM
421
Evergreen Capital Management
Washington
$207K +$208K +9,840 New
DTC
422
Davidson Trust Company
Washington
$207K – – –
WCF
423
West Coast Financial
California
$205K – – –
LMKC
424
L.M. Kohn & Company
Ohio
$204K -$28.5K -1,350 -12%
NS
425
NBC Securities
Alabama
$203K +$5.07K +240 +3%
15 16
17
18 19

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.