Invesco Senior Loan ETF
BKLN
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.
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: 40 → 44 (+4)
10% more funds holding
Funds holding: 492 → 539 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$393M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$370M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$134M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$132M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$136M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$86.3M |
| 3 |
SG Americas Securities
New York
|
-$74M |
| 4 |
IMCOOI
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
-$51.7M |
| 5 |
Millennium Management
New York
|
-$39.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFS
576
Richardson Financial Services
Medway,
Massachusetts
| – | -$41.6K | -1,977 | Closed |
|
|
KSB
577
Kennebec Savings Bank
Augusta,
Maine
| – | -$20.3K | -967 | Closed |
|
|
RI
578
Ridgewood Investments
Springfield,
New Jersey
| – | -$18.9K | -900 | Closed |
|
|
RL
579
Rogco LP
Claremore,
Oklahoma
| – | -$12.2K | -583 | Closed |
|
|
RF
580
Robinswood Financial
Kirkland,
Washington
| – | -$11.2K | -535 | Closed |
|
|
SSB
581
Sandy Spring Bank
Olney,
Maryland
| – | -$8.68K | -413 | Closed |
|
|
PS
582
Planned Solutions
Folsom,
California
| – | -$8.2K | -390 | Closed |
|
583
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7.04K | -335 | Closed |
|
|
PCTC
584
Perkins Coie Trust Company
Seattle,
Washington
| – | -$2.48K | -118 | Closed |
|
|
VWM
585
Venturi Wealth Management
Austin,
Texas
| – | -$2.33K | -111 | Closed |
|
|
JIP
586
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$15 | -1 | Closed |
|
|
KA
587
Kozak & Associates
Highlands Ranch,
Colorado
| – | -$31 | -1 | 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.