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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
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
-$1.19M -56,473 Closed
HCM
552
Hilton Capital Management
New York
-$1.16M -55,104 Closed
IIC
553
Integrated Investment Consultants
Michigan
-$51.5K -51,455 Closed
SW
554
Simplicity Wealth
New Jersey
-$1.08M -51,203 Closed
FTUS
555
Flow Traders U.S.
New York
-$742K -35,331 Closed
KJHP
556
K.J. Harrison & Partners
Ontario, Canada
-$725K -34,500 Closed
IA
557
Icon Advisers
Colorado
-$590K -28,100 Closed
IMC Chicago
558
IMC Chicago
Illinois
-$447K -21,286 Closed
NL
559
NVWM LLC
Pennsylvania
-$444K -21,128 Closed
VFPW
560
Vantage Financial Partners (Wisconsin)
Wisconsin
-$442K -21,046 Closed
GF
561
Gries Financial
Ohio
-$385K -18,340 Closed
HAC
562
Harbor Advisory Corp
New Hampshire
-$348K -16,549 Closed
Corient Private Wealth
563
Corient Private Wealth
Florida
-$289K -13,736 Closed
AC
564
Avestar Capital
New York
-$284K -13,500 Closed
PCM
565
Palisade Capital Management
New Jersey
-$284K -13,500 Closed
MCA
566
Millennium Capital Advisors
Arkansas
-$277K -13,174 Closed
CFGF
567
Compass Financial Group (Florida)
Florida
-$275K -13,110 Closed
TRCT
568
Tower Research Capital (TRC)
New York
-$238K -11,321 Closed
Susquehanna International Group
569
Susquehanna International Group
Pennsylvania
-$227K -10,751 Closed
CastleKeep Investment Advisors
570
CastleKeep Investment Advisors
Connecticut
-$211K -10,056 Closed
RWIA
571
Roger Wittlin Investment Advisory
California
-$208K -9,908 Closed
NP
572
NorthRock Partners
Minnesota
-$202K -9,628 Closed
HT
573
Headlands Technologies
Illinois
-$107K -5,093 Closed
GJWM
574
Gilliland Jeter Wealth Management
Arkansas
-$69.9K -3,329 Closed
VAG
575
VisionPoint Advisory Group
Texas
-$59.6K -2,835 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.