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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
WI
551
WBI Investments
New Jersey
– -$328K -15,504 Closed
OMC
552
Overbrook Management Corp
New York
– -$304K -14,389 Closed
MIH
553
Meitav Investment House
Israel
– -$267K -12,618 Closed
AL
554
Aspiriant LLC
California
– -$264K -12,475 Closed
CFP
555
Catalyst Financial Partners
Massachusetts
– -$244K -11,569 Closed
LFAS
556
Level Four Advisory Services
Texas
– -$243K -11,454 Closed
WB
557
WesBanco Bank
West Virginia
– -$228K -10,780 Closed
WWA
558
WCG Wealth Advisors
Nevada
– -$223K -10,546 Closed
LL
559
LWMG LLC
Minnesota
– -$208K -9,856 Closed
GT
560
Greenleaf Trust
Michigan
– -$203K -9,600 Closed
LA
561
Latitude Advisors
Florida
– -$201K -9,522 Closed
BAM
562
BTS Asset Management
Massachusetts
– -$178K -8,419 Closed
AIM
563
Arcadia Investment Management
Michigan
– -$116K -5,500 Closed
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
– -$57.2K -2,703 Closed
JEST
565
JTC Employer Solutions Trustee
Jersey
– -$35K -1,660 Closed
FFWM
566
Future Financial Wealth Management
Ohio
– -$26K -1,230 Closed
T
567
Tidemark
California
– -$18.7K -886 Closed
PP
568
Pacifica Partners
Canada
– -$18.4K -875 Closed
AWM
569
Avior Wealth Management
Nebraska
– -$13.7K -647 Closed
DF
570
DecisionPoint Financial
Arizona
– -$6.32K -300 Closed
OSAM
571
O'Shaughnessy Asset Management
Connecticut
– -$1.86K -88 Closed
MTIC
572
Missouri Trust & Investment Company
Missouri
– -$656 -31 Closed
S
573
Sachetta
Massachusetts
– -$512 -24 Closed
FCAS
574
First Command Advisory Services
Texas
– +$591 +28 New
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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.