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Invesco Senior Loan ETF

482 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $4.62B → $5.67B (+$1.06B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 446482 (+36)

2.07% more ownership

Funds ownership: 94.76%96.83% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 172

87% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $213M

Holders
482
Holders Change
+36
Holders Change %
+8.07%
% of All Funds
7.03%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
159
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
501
Ashton Thomas Private Wealth
Arizona
-$803K -38,265 Closed
CAP
502
Columbia Advisory Partners
Washington
-$732K -34,890 Closed
MA
503
MYDA Advisors
New York
-$630K -30,000 Closed
GT
504
Greenleaf Trust
Michigan
-$529K -25,189 Closed
TI
505
Trexquant Investment
Connecticut
-$489K -23,312 Closed
AWM
506
Axxcess Wealth Management
California
-$487K -23,188 Closed
AFG
507
Atomi Financial Group
New York
-$484K -23,039 Closed
UAS
508
United Asset Strategies
New York
-$444K -21,131 Closed
LSC
509
Logan Stone Capital
Illinois
-$443K -21,106 Closed
LNC
510
Lincoln National Corp
Pennsylvania
-$367K -17,479 Closed
SAG
511
SageView Advisory Group
California
-$321K -15,289 Closed
BAM
512
Belpointe Asset Management
Nevada
-$312K -14,887 Closed
FCA
513
Fortis Capital Advisors
Kansas
-$312K -14,887 Closed
DWM
514
Dakota Wealth Management
Florida
-$254K -12,105 Closed
FWM
515
Forza Wealth Management
Florida
-$254K -12,090 Closed
LL
516
LWMG LLC
Minnesota
-$237K -11,311 Closed
RWM
517
Ritholtz Wealth Management
New York
-$226K -10,754 Closed
CA
518
CoreCap Advisors
Michigan
-$220K -10,494 Closed
Simplex Trading
519
Simplex Trading
Illinois
-$211K -10,087 Closed
NL
520
NVWM LLC
Pennsylvania
-$105K -4,990 Closed
CG
521
Cutler Group
California
-$102K -4,854 Closed
GBT
522
Grove Bank & Trust
Florida
-$97.1K -4,627 Closed
CFD
523
Creative Financial Designs
Indiana
-$30.7K -1,463 Closed
RIA
524
Realta Investment Advisors
Delaware
-$18.2K -865 Closed
WT
525
Whittier Trust
California
-$18.1K -863 Closed

BKLN Hedge Fund Activity: Q4 2023 in Review

482 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2023, worth a combined $5.67B — up 23% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BKLN positions and 50 closed out — a net gain of 41 holders — while 159 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $365M. The largest seller was Ocean Park Asset Management, cutting an estimated $142M.

  • 482 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $5.67B of Invesco Senior Loan ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 91 funds opened new Invesco Senior Loan ETF positions in Q4 2023 and 50 closed out, a net change of +41 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $365M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2023.