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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
SC
476
SouthState Corp
Florida
$28.7K +$18K +853 +167%
CA
477
CoreCap Advisors
Michigan
$28K -$21.1K -1,000 -43%
SWA
478
SOA Wealth Advisors
New York
$26.4K +$549 +26 +2%
MFA
479
McClarren Financial Advisors
Pennsylvania
$26K +$443 +21 New
MFC
480
Mechanics Financial Corp
Ohio
$25.2K – – –
CT
481
Caldwell Trust
Florida
$22.2K – – –
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$21.6K -$69.3K -3,280 -76%
AIC
483
Archer Investment Corporation
Indiana
$21K – – –
CWC
484
Carolinas Wealth Consulting
North Carolina
$21K – – –
CFGS
485
Concourse Financial Group Securities
Alabama
$18.9K +$507 +24 +3%
SL
486
Salomon & Ludwin
Virginia
$15.6K – – –
OW
487
Olistico Wealth
Oklahoma
$14.8K +$14.8K +702 New
VCM
488
Versant Capital Management
Arizona
$14.7K +$14.8K +699 New
RL
489
Rogco LP
Oklahoma
$12.3K – – –
VNA
490
Valley National Advisers
Pennsylvania
$12K +$2.03K +96 +19%
HT
491
Headlands Technologies
Illinois
$11.8K -$811K -38,394 -99%
RF
492
Robinswood Financial
Washington
$11.3K – – –
AWM
493
Atticus Wealth Management
Florida
$10.9K – – –
BFPW
494
BOK Financial Private Wealth
Colorado
$10.1K – – –
Citigroup
495
Citigroup
New York
$9.78K -$50M -2,366,776 -100%
WIM
496
Westside Investment Management
California
$9.7K -$549 -26 -5%
FFA
497
Farther Finance Advisors
California
$9.69K +$1.29K +61 +15%
FHA
498
First Horizon Advisors
Tennessee
$9.08K +$190 +9 +2%
EWA
499
EverSource Wealth Advisors
Alabama
$8.84K -$171K -8,075 -95%
TWP
500
Triad Wealth Partners
Kansas
$8.37K +$8.4K +398 New
18 19
20
21 22

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.