We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

482 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 50

23% more capital invested

Capital invested by funds: $4.62B → $5.67B (+$1.06B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 446482 (+36)

2.07% more ownership

Funds ownership: 94.76%96.83% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 172

87% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $213M

Holders
482
Holders Change
+36
Holders Change %
+8.07%
% of All Funds
7.03%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
159
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
151
Insight Wealth Strategies
California
$3.4M -$15.1K -719 -0.4%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$3.36M -$181K -8,645 -5%
BFC
153
Blue Fin Capital
Rhode Island
$3.35M +$357K +17,024 +12%
CTC
154
Central Trust Company
Missouri
$3.34M +$5.92K +282 +0.2%
FWS
155
FinDec Wealth Services
California
$3.33M +$909K +43,330 +38%
HWA
156
HCR Wealth Advisors
California
$3.24M +$307K +14,633 +11%
TCM
157
Triumph Capital Management
Colorado
$3.17M +$3.14M +149,866 New
WF
158
Welch & Forbes
Massachusetts
$3.16M +$260K +12,374 +9%
HH
159
Hilltop Holdings
Texas
$2.97M +$276K +13,178 +10%
WS
160
Wedbush Securities
California
$2.93M +$21.3K +1,015 +0.7%
MWM
161
Mission Wealth Management
California
$2.91M -$70.5K -3,363 -2%
CCC
162
Chesapeake Capital Corp
Florida
$2.9M +$2.88M +137,126 New
GBWM
163
Granite Bay Wealth Management
New Hampshire
$2.88M +$1.39M +66,422 +94%
TT
164
TI-Trust
Illinois
$2.86M
RAM
165
Riggs Asset Management
Pennsylvania
$2.83M -$132K -6,307 -5%
PCMM
166
Piedmont Capital Management (Montana)
Montana
$2.82M +$2.75M +131,314 +6,559%
Stifel Financial
167
Stifel Financial
Missouri
$2.81M -$10.6M -504,031 -79%
AP
168
Appleton Partners
Massachusetts
$2.8M +$61.4K +2,928 +2%
FCC
169
Florin Court Capital
United Kingdom
$2.79M -$1.34M -63,700 -33%
MLM
170
Mount Lucas Management
Pennsylvania
$2.61M -$5.35K -255 -0.2%
DF
171
Donoghue Forlines
Massachusetts
$2.61M -$3.03M -144,295 -54%
GDP
172
Great Diamond Partners
Maine
$2.55M -$45.4K -2,166 -2%
PIWA
173
Prevail Innovative Wealth Advisors
Kansas
$2.53M +$643K +30,679 +35%
CST
174
Charles Schwab Trust
Nevada
$2.47M -$201K -9,560 -8%
PA
175
Perennial Advisors
New York
$2.44M +$275K +13,103 +13%

BKLN Hedge Fund Activity: Q4 2023 in Review

482 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2023, worth a combined $5.67B — up 23% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BKLN positions and 50 closed out — a net gain of 41 holders — while 159 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $365M. The largest seller was Ocean Park Asset Management, cutting an estimated $142M.

  • 482 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $5.67B of Invesco Senior Loan ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 91 funds opened new Invesco Senior Loan ETF positions in Q4 2023 and 50 closed out, a net change of +41 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $365M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2023.