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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
MCM
401
Mainstay Capital Management
Michigan
$268K -$1.96K -93 -0.7%
Focus Partners Wealth
402
Focus Partners Wealth
Massachusetts
$267K +$267K +12,661 New
CF
403
Copperwynd Financial
Arizona
$266K +$34.1K +1,619 +15%
Simplex Trading
404
Simplex Trading
Illinois
$263K +$102K +4,844 +63%
AG
405
AlTi Global
New York
$262K
OWA
406
Opal Wealth Advisors
New York
$255K
BWAM
407
Boyd Watterson Asset Management
Ohio
$254K +$31.6K +1,500 +14%
ES
408
Eagle Strategies
New York
$253K +$7.87K +373 +3%
CB
409
Cadence Bank
Mississippi
$253K +$253K +11,996 New
1IA
410
1620 Investment Advisors
Massachusetts
$248K +$10.1K +481 +4%
IWM
411
IHT Wealth Management
Illinois
$245K -$199K -9,448 -45%
SAW
412
Signal Advisors Wealth
Michigan
$238K +$238K +11,289 New
CAS
413
Coppell Advisory Solutions
Texas
$237K -$26.2K -1,243 -10%
Jones Financial Companies
414
Jones Financial Companies
Missouri
$233K +$44.9K +2,127 +24%
PS
415
Principal Securities
Iowa
$233K +$21K +997 +10%
MIH
416
Meitav Investment House
Israel
$231K +$231K +10,945 New
OIA
417
OneDigital Investment Advisors
Kansas
$227K -$8.37K -397 -4%
ECM
418
Evergreen Capital Management
Washington
$225K -$2.78K -132 -1%
CWM
419
Cordatus Wealth Management
Pennsylvania
$215K
WWM
420
Western Wealth Management
Colorado
$214K -$282K -13,384 -57%
HGA
421
Hobbs Group Advisors
South Carolina
$211K
WSFS
422
Wilmington Savings Fund Society
Delaware
$211K +$211K +10,000 New
FF
423
Friedenthal Financial
New Jersey
$210K +$928 +44 +0.4%
LFAS
424
Level Four Advisory Services
Texas
$208K +$2.47K +117 +1%
DTC
425
Davidson Trust Company
Washington
$207K

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.