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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
GEA
476
Glen Eagle Advisors
New Jersey
$35.8K +$21 +1 +0.1%
BIA
477
Bell Investment Advisors
California
$35.5K
OW
478
Olistico Wealth
Oklahoma
$35.4K -$1.79K -85 -5%
AA
479
AlphaMark Advisors
Kentucky
$35K
NFSG
480
Newbridge Financial Services Group
Florida
$35K
SWA
481
SOA Wealth Advisors
New York
$27.6K +$527 +25 +2%
MFA
482
McClarren Financial Advisors
Pennsylvania
$26K +$26.4K +1,254 +5,971%
FFWM
483
Future Financial Wealth Management
Ohio
$25.9K
ACM
484
Avos Capital Management
Washington
$24.3K +$25.9K +1,228 New
CP
485
Castleview Partners
Texas
$23.6K -$29.6K -1,405 -56%
CT
486
Caldwell Trust
Florida
$22.2K
IWMA
487
Ironwood Wealth Management (Arizona)
Arizona
$21.9K +$232 +11 +1%
AIC
488
Archer Investment Corporation
Indiana
$21.1K
CWC
489
Carolinas Wealth Consulting
North Carolina
$21.1K
RCA
490
Runnymede Capital Advisors
Ohio
$21.1K +$21.1K +1,000 New
CFGS
491
Concourse Financial Group Securities
Alabama
$19.8K -$2.28K -108 -10%
CIAS
492
Capital Investment Advisory Services
North Carolina
$19K -$46.4K -2,199 -71%
LFG
493
Larson Financial Group
Missouri
$18.9K +$14.8K +700 +354%
AF
494
Advisornet Financial
Minnesota
$18.8K -$11.2K -532 -37%
SOS
495
Silver Oak Securities
Tennessee
$18.6K +$4.98K +236 +36%
LDB
496
Lee, Danner & Bass
Tennessee
$17.4K +$17.4K +825 New
CFG
497
Chapman Financial Group
Hawaii
$16.9K +$16.9K +800 New
SL
498
Salomon & Ludwin
Virginia
$15.6K
TWM
499
Topsail Wealth Management
North Carolina
$13.9K +$13.9K +660 New
EB
500
Eastern Bank
Massachusetts
$13.7K

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.