We are live on ! Find out more
BKLN icon

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
CIAS
526
CBIZ Investment Advisory Services
Ohio
$2.49K +$21 +1 +0.9%
SAM
527
Synergy Asset Management
Washington
$2.21K +$2.21K +105 New
SWM
528
Sanctuary Wealth Management
Idaho
$2.15K
PFA
529
Pillar Financial Advisors
Kentucky
$1.71K +$1.71K +81 New
SAM
530
Smartleaf Asset Management
Massachusetts
$1.39K
GWANC
531
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22K +$1.22K +58 New
SFA
532
Semmax Financial Advisors
North Carolina
$457
NC
533
NewSquare Capital
Pennsylvania
$447 -$4.62M -219,084 -100%
T
534
Transce3nd
Texas
$442 +$443 +21 New
HNB
535
Huntington National Bank
Ohio
$234
NS
536
NBC Securities
Alabama
$212 -$204K -9,683 -100%
Q1WB
537
Quest 10 Wealth Builders
Virginia
$84 +$84 +4 New
BIG
538
Brooklyn Investment Group
New York
$22 +$21 +1 New
Parallax Volatility Advisers
539
Parallax Volatility Advisers
California
$21 +$21 +1 New
KIM
540
Kestra Investment Management
Texas
$12 +$21 +1 New
State of Wisconsin Investment Board
541
State of Wisconsin Investment Board
Wisconsin
-$86.3M -4,105,250 Closed
SG Americas Securities
542
SG Americas Securities
New York
-$74M -3,519,752 Closed
CC
543
Centiva Capital
New York
-$33.6M -1,600,000 Closed
Balyasny Asset Management
544
Balyasny Asset Management
Illinois
-$23M -1,094,394 Closed
SSA
545
Schonfeld Strategic Advisors
New York
-$12.2M -578,406 Closed
TSS
546
Two Sigma Securities
New York
-$7.28M -346,316 Closed
TC
547
TownSquare Capital
Utah
-$2.53M -120,255 Closed
BWM
548
Brown Wealth Management
Illinois
-$2.35M -111,699 Closed
Prudential Financial
549
Prudential Financial
New Jersey
-$1.7M -80,723 Closed
QC
550
Quadrature Capital
United Kingdom
-$1.39M -66,157 Closed

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.