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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
CSIA
526
Charles Schwab Investment Advisory
California
– -$83.6M -3,951,565 Closed
Toronto Dominion Bank
527
Toronto Dominion Bank
Ontario, Canada
– -$38.1M -1,800,000 Closed
Walleye Capital
528
Walleye Capital
New York
– -$31.7M -1,500,000 Closed
CM
529
Capula Management
Cayman Islands
– -$25.1M -1,186,000 Closed
RCMU
530
Rokos Capital Management (UK)
United Kingdom
– -$21.1M -1,000,000 Closed
MMRF
531
Michelson Medical Research Foundation
California
– -$12.7M -600,610 Closed
RWP
532
RWA Wealth Partners
Massachusetts
– -$11M -520,070 Closed
CC
533
Centiva Capital
New York
– -$9.24M -436,798 Closed
HIC
534
Hartline Investment Corp
Illinois
– -$7.23M -341,842 Closed
AI
535
Aperture Investors
New York
– -$4.99M -235,870 Closed
WWS
536
Wellington Wealth Strategies
Indiana
– -$4.48M -211,736 Closed
SWP
537
Significant Wealth Partners
Illinois
– -$3.48M -164,523 Closed
FWS
538
FinDec Wealth Services
California
– -$3.34M -158,107 Closed
AI
539
AXS Investments
New York
– -$2.01M -95,000 Closed
H
540
HoyleCohen
California
– -$1.61M -76,262 Closed
BCM
541
BlueCrest Capital Management
Jersey
– -$888K -42,000 Closed
Pathstone Holdings
542
Pathstone Holdings
New Jersey
– -$851K -40,220 Closed
HWAM
543
Hennion & Walsh Asset Management
New Jersey
– -$786K -37,146 Closed
DWM
544
Drive Wealth Management
Utah
– -$734K -34,701 Closed
SF
545
Summit Financial
New Jersey
– -$484K -22,863 Closed
GAA
546
Global Assets Advisory
Florida
– -$1.03M -21,711 Closed
NL
547
NWAM LLC
Washington
– -$392K -18,550 Closed
OFG
548
OmniStar Financial Group
North Carolina
– -$373K -17,647 Closed
IAS
549
IMA Advisory Services
Colorado
– -$354K -16,757 Closed
Citadel Advisors
550
Citadel Advisors
Florida
– -$346K -16,404 Closed
19 20 21
22
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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.