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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
IGAM
126
iA Global Asset Management
Quebec, Canada
$7.44M
SI
127
Stephens Inc
Arkansas
$7.38M -$830K -39,353 -10%
First Manhattan
128
First Manhattan
New York
$7.37M
TI
129
Tidal Investments
Wisconsin
$7.34M +$4.22M +200,019 +135%
LHA
130
Little Harbor Advisors
Massachusetts
$7.28M +$384K +18,195 +6%
MGIA
131
Matthew Goff Investment Advisor
Texas
$7.26M +$7.27M +344,728 New
EP
132
Edgestream Partners
New Jersey
$6.93M +$606K +28,747 +10%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$6.58M +$1.16M +55,052 +21%
AWM
134
Angeles Wealth Management
California
$6.57M +$151K +7,170 +2%
FA
135
Forefront Analytics
Pennsylvania
$6.42M +$510K +24,159 +9%
CWM
136
Congress Wealth Management
Massachusetts
$6.31M -$223K -10,584 -3%
WWS
137
Wellington Wealth Strategies
Indiana
$6.1M -$1.91M -90,432 -24%
GIO
138
Galilei Investment Office
United Kingdom
$6.01M +$6.04M +286,437 New
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$6.01M +$311K +14,745 +5%
SA
140
SAM Advisors
California
$5.96M +$693K +32,875 +13%
FFS
141
Founders Financial Securities
Maryland
$5.83M +$5.84M +276,865 New
APF
142
Alaska Permanent Fund
Alaska
$5.27M
FCC
143
Florin Court Capital
United Kingdom
$5.24M +$3.22M +152,500 +159%
First Eagle Investment Management
144
First Eagle Investment Management
New York
$5.21M -$206K -9,751 -4%
SCI
145
Stableford Capital II
Arizona
$5.18M -$61.7K -2,927 -1%
ML
146
McAdam LLC
Pennsylvania
$4.9M -$551K -26,150 -10%
FHB
147
First Hawaiian Bank
Hawaii
$4.85M +$2.01M +95,092 +70%
Comerica Bank
148
Comerica Bank
Texas
$4.77M +$54K +2,560 +1%
BCA
149
Bay Colony Advisors
Massachusetts
$4.67M +$265K +12,586 +6%
CPBTD
150
Central Pacific Bank - Trust Division
Hawaii
$4.44M +$1.27M +60,230 +40%

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.