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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
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$11.1M +$2.08M +98,694 +23%
RWP
102
RWA Wealth Partners
Massachusetts
$10.8M +$10.8M +514,042 New
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$10.7M +$9.8M +464,586 +1,052%
MIG
104
Mariner Investment Group
New York
$10.6M -$31.1M -1,475,485 -75%
SIM
105
SSI Investment Management
California
$10.5M +$3.42M +162,063 +48%
PM
106
Pharo Management
New York
$10.5M +$10.5M +500,000 New
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$10.4M +$45.1K +2,140 +0.4%
CL
108
CIM LLC
New York
$10.2M +$196K +9,309 +2%
CCP
109
Corbin Capital Partners
New York
$10.2M
CAM
110
Cresset Asset Management
Illinois
$9.53M +$9.11M +432,042 +2,117%
MSAM
111
Moloney Securities Asset Management
Missouri
$9.42M -$1.71M -81,061 -15%
Marshall Wace
112
Marshall Wace
United Kingdom
$9.3M -$29.9M -1,417,448 -76%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$9.16M +$824K +39,089 +10%
CCA
114
Catalyst Capital Advisors
New York
$8.97M
OWSCM
115
One William Street Capital Management
New York
$8.95M +$8.96M +425,000 New
SFA
116
Sequoia Financial Advisors
Ohio
$8.83M +$8.83M +418,889 New
Deutsche Bank
117
Deutsche Bank
Germany
$8.67M +$1.84M +87,122 +27%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$8.63M -$1.17M -55,429 -12%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$8.58M +$7.91M +375,102 +1,202%
Truist Financial
120
Truist Financial
North Carolina
$8.52M -$181K -8,562 -2%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$8.51M -$590K -27,956 -6%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8.19M -$6.72M -318,434 -45%
HFS
123
Horizon Financial Services
North Carolina
$8.15M +$1.12M +52,924 +16%
PAS
124
Park Avenue Securities
New York
$7.78M +$3.71M +175,847 +91%
MFG
125
Merit Financial Group
Georgia
$7.55M +$271K +12,848 +4%

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.