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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.3K
MAS
502
MPWM Advisory Solutions
Georgia
$11.9K +$11.9K +563 New
SC
503
SouthState Corp
Florida
$10.7K -$39.2K -1,860 -78%
BFPW
504
BOK Financial Private Wealth
Colorado
$10.1K
WIM
505
Westside Investment Management
California
$9.71K
FHA
506
First Horizon Advisors
Tennessee
$9.49K +$190 +9 +2%
PC
507
Promus Capital
Illinois
$9.02K +$9.03K +428 New
CAM
508
Creekmur Asset Management
Illinois
$7.71K +$148 +7 +2%
AAP
509
Arax Advisory Partners
Colorado
$7.69K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.42K
NEAM
511
New England Asset Management
Connecticut
$5.16K
MFC
512
Mechanics Financial Corp
Ohio
$5.06K -$20.2K -956 -80%
GCM
513
Gables Capital Management
Florida
$4.91K
SS
514
Sunbelt Securities
Texas
$4.6K -$283K -13,403 -98%
JHCP
515
Jackson Hole Capital Partners
Oklahoma
$4.55K
ACA
516
Aptus Capital Advisors
Alabama
$4.42K +$1.22K +58 +38%
S
517
SignatureFD
Georgia
$4.21K +$4.22K +200 New
BOJHT
518
Bank of Jackson Hole Trust
Wyoming
$3.77K +$3.77K +179 New
WB
519
Webster Bank
Connecticut
$3.69K
MCM
520
Mainstream Capital Management
California
$3.65K +$3.65K +173 New
WA
521
Whipplewood Advisors
Colorado
$3.48K +$3.48K +165 New
1L
522
10Elms LLP
Oklahoma
$3.27K +$3.27K +155 New
RCM
523
Raleigh Capital Management
North Carolina
$3.1K
SIS
524
Sound Income Strategies
Florida
$3.06K
CFD
525
Creative Financial Designs
Indiana
$2.57K

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.