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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
FPL
426
Fortress Private Ledger
North Carolina
$206K +$206K +9,786 New
WCF
427
West Coast Financial
California
$205K
RCG
428
Regatta Capital Group
California
$205K -$25.1K -1,188 -11%
LC
429
Lindbrook Capital
California
$201K +$25K +1,186 +14%
PAG
430
Private Advisory Group
Washington
$200K +$201K +9,510 New
HI
431
Harbour Investments
Wisconsin
$198K +$51.5K +2,444 +35%
AIP
432
Ameritas Investment Partners
Nebraska
$194K +$3.86K +183 +2%
PAG
433
Paladin Advisory Group
Iowa
$168K +$4.89K +232 +3%
Group One Trading
434
Group One Trading
Illinois
$165K +$165K +7,837 New
SC
435
Solstein Capital
California
$164K
AF
436
Allworth Financial
California
$160K +$129K +6,137 +423%
OIA
437
Optimum Investment Advisors
Illinois
$158K -$58.1K -2,757 -27%
FFA
438
Farther Finance Advisors
California
$155K -$28.5K -1,351 -16%
CCMI
439
Creative Capital Management Investments
California
$143K
FWA
440
FSC Wealth Advisors
New York
$138K +$35.2K +1,668 +34%
EWA
441
EP Wealth Advisors
California
$133K +$134K +6,331 New
BSB
442
Bangor Savings Bank
Maine
$131K +$18K +855 +16%
LFASL
443
Lugano Financial Advisors SA (LFA)
Switzerland
$128K
AFG
444
Albion Financial Group
Utah
$126K +$127K +6,000 New
C
445
Cliffwater
California
$124K
BPAMU
446
BTG Pactual Asset Management US
New York
$124K +$124K +5,870 New
BTI
447
Blue Trust Inc
Georgia
$117K +$117K +5,554 New
RCM
448
Ravenstone Capital Management
$105K +$105K +5,000 New
SS
449
SBI Securities
Japan
$101K +$101K +4,804 New
PFBT
450
Parkside Financial Bank & Trust
Missouri
$100K

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.