We are live on ! Find out more
BKLN icon

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
RL
451
Rogco LP
Oklahoma
$12.3K
SC
452
SouthState Corp
Florida
$10.8K +$10.7K +510 New
WIM
453
Westside Investment Management
California
$10.3K
VNA
454
Valley National Advisers
Pennsylvania
$10K +$6.4K +305 +153%
TWC
455
TD Waterhouse Canada
Ontario, Canada
$9K -$199K -9,479 -96%
BWP
456
Baldwin Wealth Partners
Massachusetts
$8.39K
LPP
457
Life Planning Partners
Florida
$7.79K +$7.72K +368 New
AAP
458
Arax Advisory Partners
Colorado
$7.73K +$7.66K +365 New
PS
459
Planned Solutions
California
$7.38K +$7.32K +349 New
PCM
460
Penserra Capital Management
California
$7K +$105 +5 +1%
Citigroup
461
Citigroup
New York
$6.63K -$14.3M -680,594 -100%
SIS
462
Sound Income Strategies
Florida
$6.23K -$7.07K -337 -53%
BCMLT
463
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.44K -$42 -2 -0.8%
NEAM
464
New England Asset Management
Connecticut
$5.19K +$5.14K +245 New
JHCP
465
Jackson Hole Capital Partners
Oklahoma
$4.58K
CHA
466
Carmichael Hill & Associates
Maryland
$4.28K
BBHC
467
Brown Brothers Harriman & Co
New York
$4.24K
BF
468
BOK Financial
Oklahoma
$4.15K
WB
469
Webster Bank
Connecticut
$3.71K
RFG
470
RFP Financial Group
Georgia
$3.18K
TVAMP
471
Tennessee Valley Asset Management Partners
Tennessee
$3.06K +$3.02K +144 New
PCTC
472
Perkins Coie Trust Company
Washington
$2.5K
VWM
473
Venturi Wealth Management
Texas
$2.35K
FFA
474
Farther Finance Advisors
California
$1.95K +$1.93K +92 New
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$1.86K +$1.85K +88 New

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.