We are live on ! Find out more
BKLN icon

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
MWM
451
MGB Wealth Management
Texas
$67.7K +$67.6K +3,200 New
HCM
452
Hollencrest Capital Management
California
$66.9K +$11.3K +536 +20%
HNB
453
Huntington National Bank
Ohio
$65.4K – – –
ACM
454
Anfield Capital Management
California
$63.1K +$63.3K +2,999 New
HCA
455
Harbor Capital Advisors
Illinois
$60K -$31.5K -1,490 -34%
FRA
456
Front Row Advisors
California
$50.3K -$8.45K -400 -14%
WT
457
Whittier Trust
California
$49.8K +$50K +2,370 New
VWM
458
Valley Wealth Managers
New Jersey
$46.8K +$46.9K +2,222 New
CIA
459
Cape Investment Advisory
Georgia
$46K +$169 +8 +0.4%
CP
460
Castleview Partners
Texas
$45.3K -$12K -567 -21%
AF
461
Allworth Financial
California
$44.1K +$6.25K +296 +17%
ME
462
McIlrath & Eck
Washington
$43.4K – – –
ATPW
463
Ashton Thomas Private Wealth
Arizona
$42.5K +$42.7K +2,022 New
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K – – –
RFS
465
Richardson Financial Services
Massachusetts
$41.6K – – –
AA
466
AlphaMark Advisors
Kentucky
$41K -$10.6K -500 -20%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$40.1K -$31K -1,467 -44%
RFG
468
REAP Financial Group
Texas
$39.9K -$40.5K -1,919 -50%
BWL
469
Bogart Wealth LLC
Virginia
$38.9K -$5M -236,577 -99%
BIA
470
Bell Investment Advisors
California
$35.4K – – –
NFSG
471
Newbridge Financial Services Group
Florida
$34.9K – – –
GEA
472
Glen Eagle Advisors
New Jersey
$34.2K -$21 -1 -0.1%
HWP
473
Highline Wealth Partners
California
$30.5K +$633 +30 +2%
AF
474
Advisornet Financial
Minnesota
$30K – – –
LIA
475
Lynx Investment Advisory
District of Columbia
$28.8K +$28.9K +1,368 New
17 18
19
20 21

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.