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
Macquarie Group
76
Macquarie Group
Australia
$17.8M
FIC
77
Family Investment Center
Missouri
$17.1M -$3.04M -144,336 -15%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$16.4M -$142K -6,717 -0.9%
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$15.7M +$15.7M +746,467 New
SIA
80
Strategic Investment Advisors
Michigan
$15.6M +$2M +94,913 +15%
JP Morgan Chase
81
JP Morgan Chase
New York
$14.9M +$8.18M +387,910 +121%
Loomis, Sayles & Company
82
Loomis, Sayles & Company
Massachusetts
$14.9M +$1.35M +64,000 +10%
IWS
83
Insight Wealth Strategies
California
$14.7M +$14.7M +695,844 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$14.7M +$577K +27,377 +4%
GCM
85
Granby Capital Management
Florida
$14.4M +$1.37M +65,000 +10%
BCM
86
Brookstone Capital Management
Illinois
$14.3M -$549K -26,025 -4%
FIA
87
Foundations Investment Advisors
Arizona
$13.8M +$5.02M +238,009 +57%
CCM
88
Courage Capital Management
Tennessee
$13.7M
IA
89
Inspire Advisors
Idaho
$13.6M +$1.5M +71,235 +12%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$13.2M -$65.1K -3,085 -0.5%
HFS
91
Hantz Financial Services
Michigan
$13.2M +$1.05M +49,652 +9%
YCG
92
Yeomans Consulting Group
Georgia
$12.8M -$740K -35,083 -5%
Mariner
93
Mariner
Kansas
$12.6M -$4.94M -234,405 -28%
MBTD
94
Mechanics Bank - Trust Department
California
$12.5M +$1.55M +73,615 +14%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$12.5M +$1.34M +63,350 +12%
AI
96
Atria Investments
North Carolina
$12.1M -$4.16M -197,110 -26%
DADC
97
D.A. Davidson & Co
Montana
$12M +$114K +5,396 +1%
Amundi
98
Amundi
France
$11.6M +$4.64M +220,000 +67%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$11.5M +$512K +24,275 +5%
JRCM
100
Jones Road Capital Management
New York
$11.5M +$2.11M +100,000 +22%

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.