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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
DAS
26
Diversify Advisory Services
Utah
$77.8M +$14M +664,344 +22%
BP
27
BNP Paribas
France
$73.5M +$31.9M +1,512,995 +77%
N
28
Nuveen
North Carolina
$72.4M -$22.6M -1,070,415 -24%
AIA
29
Angeles Investment Advisors
California
$72.2M +$72.3M +3,427,390 New
UBS Group
30
UBS Group
Switzerland
$71.4M +$52.1M +2,470,365 +269%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$70.6M +$11.7M +553,386 +20%
1CP
32
1607 Capital Partners
Virginia
$70.3M +$55.2M +2,618,100 +363%
AA
33
Advisory Alpha
Michigan
$69.5M -$169K -7,994 -0.2%
SLI
34
Sumitomo Life Insurance
Japan
$65.4M +$39.4M +1,869,046 +152%
APC
35
Aristotle Pacific Capital
California
$64.4M +$15M +710,457 +30%
BCC
36
Bain Capital Credit
Massachusetts
$63.8M -$16.7M -793,202 -21%
SEI Investments
37
SEI Investments
Pennsylvania
$61.7M +$2.45M +116,326 +4%
Calamos Advisors
38
Calamos Advisors
Illinois
$58.8M +$33M +1,563,430 +127%
Wells Fargo
39
Wells Fargo
California
$52.5M +$18.5M +875,526 +54%
HTI
40
Hikari Tsushin Inc
Japan
$52.3M
CRAM
41
Compass Rose Asset Management
New York
$50.6M +$50.6M +2,400,000 New
PP
42
Prudential plc
United Kingdom
$50.2M +$1.52M +71,916 +3%
Man Group
43
Man Group
United Kingdom
$49.6M +$9.31M +441,427 +23%
DMC
44
DSC Meridian Capital
New York
$45.4M +$34.5M +1,638,219 +316%
AssetMark Inc
45
AssetMark Inc
California
$45.2M +$11.7M +552,705 +35%
SLF
46
Sun Life Financial
Ontario, Canada
$45.2M
Citigroup
47
Citigroup
New York
$43.5M +$1.8M +85,307 +4%
FFAM
48
Forge First Asset Management
Canada
$39M
RH
49
RFG Holdings
Texas
$33.9M +$1.18M +56,068 +4%
ESL
50
Endurance Services Ltd
New York
$32.4M

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.