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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
CIA
426
Cape Investment Advisory
Georgia
$46.6K +$755 +36 +2%
ME
427
McIlrath & Eck
Washington
$43.7K
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.4K
RFS
429
Richardson Financial Services
Massachusetts
$41.9K +$41.5K +1,977 New
SS
430
Sunbelt Securities
Texas
$36.9K +$25.2K +1,202 +223%
RDIA
431
RE Dickinson Investment Advisors
Iowa
$36K +$32.9K +1,568 New
GEA
432
Glen Eagle Advisors
New Jersey
$34.4K
FWA
433
FSC Wealth Advisors
New York
$31.6K -$839 -40 -3%
HWP
434
Highline Wealth Partners
California
$29.7K
RG
435
Retirement Group
California
$28.6K -$2.1K -100 -7%
OSNBOA
436
Old Second National Bank of Aurora
Illinois
$28.1K
AC
437
AlphaCore Capital
California
$28K
SWA
438
SOA Wealth Advisors
New York
$25.5K +$545 +26 +2%
MFC
439
Mechanics Financial Corp
Ohio
$25.3K
BIA
440
Bell Investment Advisors
California
$25.2K +$24.9K +1,188 New
CT
441
Caldwell Trust
Florida
$22.3K
AIC
442
Archer Investment Corporation
Indiana
$21.2K
GI
443
Gradient Investments
Minnesota
$19.3K +$19.1K +913 New
T
444
Tidemark
California
$18.8K +$18.6K +886 New
AF
445
Advisornet Financial
Minnesota
$18.7K -$29.8K -1,419 -62%
CFGS
446
Concourse Financial Group Securities
Alabama
$18.5K +$3.63K +173 +25%
PP
447
Pacifica Partners
Canada
$18.3K
SL
448
Salomon & Ludwin
Virginia
$15.5K
RCM
449
Raleigh Capital Management
North Carolina
$14K +$252 +12 +2%
CT
450
Cambridge Trust
Massachusetts
$13.8K

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.