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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
ATS
451
Ashton Thomas Securities
New York
$99.9K
WA
452
WPG Advisers
Maryland
$99.4K +$99.5K +4,717 New
PTC
453
Private Trust Company
Ohio
$99.1K
ACM
454
Anfield Capital Management
California
$84.5K
HGERS
455
Householder Group Estate & Retirement Specialist
Arizona
$84K -$1.5K -71 -2%
WP
456
WealthShield Partners
North Carolina
$78.6K +$42 +2 +0.1%
CIA
457
Cape Investment Advisory
Georgia
$73.2K +$27K +1,278 +58%
MIA
458
MeadowBrook Investment Advisors
Michigan
$72.1K -$4.22K -200 -6%
HCM
459
Hollencrest Capital Management
California
$70K +$1.37K +65 +2%
IWM
460
IMG Wealth Management
Florida
$69.9K +$70K +3,317 New
SIM
461
Synergy Investment Management
Florida
$68.9K +$69K +3,271 New
MWM
462
MGB Wealth Management
Texas
$67.4K
PSFG
463
Park Square Financial Group
Georgia
$61.9K +$61.9K +2,936 New
WPA
464
West Paces Advisors
Georgia
$60.4K
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.5K +$11.4K +540 +27%
GSWM
466
Golden State Wealth Management
California
$52.3K +$52.4K +2,484 New
FRA
467
Front Row Advisors
California
$50.4K
WT
468
Whittier Trust
California
$49.9K
VHAM
469
Van Hulzen Asset Management
California
$48.3K +$48.3K +2,290 New
ME
470
McIlrath & Eck
Washington
$43.5K
IA
471
IFP Advisors
Florida
$42.9K -$52.8K -2,504 -55%
RMP
472
Richards, Merrill & Peterson
Washington
$41.7K +$41.8K +1,981 New
RFG
473
REAP Financial Group
Texas
$38.7K +$84 +4 +0.2%
CA
474
Continuum Advisory
Idaho
$38.4K -$6.71K -318 -15%
AWM
475
Avior Wealth Management
Nebraska
$37.3K +$8.86K +420 +31%

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.