We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF
BKLN

525 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

46% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 157

9% more capital invested

Capital invested by funds: $6.63B → $7.19B (+$564M)

4% more funds holding

Funds holding: 507 → 525 (+18)

4.03% less ownership

Funds ownership: 92% → 87.96% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 49 → 47 (-2)

100% less call options, than puts

Call options by funds: $419K | Put options by funds: $134M

Holders
525
Holders Change
+18
Holders Change %
+3.55%
% of All Funds
7.58%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
74
Increased
230
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$298M
2
Jane Street
Jane Street
New York
+$137M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
5
MIG
Mariner Investment Group
New York
+$88M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$335M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$71.6M
3
NYLIM
New York Life Investment Management
New York
-$59.4M
4
Citigroup
Citigroup
New York
-$50M
5
OPAM
Ocean Park Asset Management
California
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$5.08M -$18.6M -878,804 -78%
Comerica Bank
152
Comerica Bank
Texas
$5.07M -$217K -10,265 -4%
SA
153
SAM Advisors
California
$5.01M -$23K -1,090 -0.5%
NC
154
NewSquare Capital
Pennsylvania
$4.57M +$35.3K +1,670 +0.8%
FIA
155
Foundations Investment Advisors
Arizona
$4.55M +$4.05M +191,938 +787%
HF
156
HRT Financial
New York
$4.52M +$624K +29,567 +16%
Stifel Financial
157
Stifel Financial
Missouri
$4.22M +$1.89M +89,588 +81%
OBWG
158
Onyx Bridge Wealth Group
New York
$4.21M +$185K +8,770 +5%
SFG
159
Sage Financial Group
Pennsylvania
$4.16M +$610K +28,888 +17%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$4.03M -$7.77M -368,185 -66%
PAS
161
Park Avenue Securities
New York
$4.01M +$1.93M +91,266 +92%
WWM
162
WT Wealth Management
Arizona
$3.98M -$1.37M -64,988 -26%
BFA
163
Brendel Financial Advisors
New Hampshire
$3.97M -$45.9K -2,176 -1%
FCC
164
Florin Court Capital
United Kingdom
$3.93M -$393K -18,600 -9%
TSS
165
Two Sigma Securities
New York
$3.85M +$695K +32,898 +22%
AFP
166
Ausdal Financial Partners
Iowa
$3.82M +$166K +7,845 +5%
AHC
167
Adell Harriman & Carpenter
Texas
$3.77M -$32.8K -1,555 -0.9%
CPBTD
168
Central Pacific Bank - Trust Division
Hawaii
$3.68M +$1.46M +69,250 +66%
VCM
169
Virtue Capital Management
Tennessee
$3.59M -$28.6K -1,354 -0.8%
PWM
170
Perigon Wealth Management
California
$3.51M +$842K +39,863 +31%
First Eagle Investment Management
171
First Eagle Investment Management
New York
$3.49M -$1.5M -71,033 -30%
BFC
172
Blue Fin Capital
Rhode Island
$3.4M +$70K +3,317 +2%
PIWA
173
Prevail Innovative Wealth Advisors
Kansas
$3.34M +$780K +36,936 +30%
FHB
174
First Hawaiian Bank
Hawaii
$3.34M +$1.06M +50,079 +46%
CTC
175
Central Trust Company
Missouri
$3.32M -$41.5K -1,966 -1%
5 6
7
8 9

BKLN Hedge Fund Activity: Q2 2024 in Review

525 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2024, worth a combined $7.19B — up 8.5% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BKLN positions and 48 closed out — a net gain of 26 holders — while 230 added to existing stakes and 157 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $298M. The largest seller was JP Morgan Chase, cutting an estimated $335M.

  • 525 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2024, up from 507 in Q1 2024.
  • Funds reported $7.19B of Invesco Senior Loan ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 74 funds opened new Invesco Senior Loan ETF positions in Q2 2024 and 48 closed out, a net change of +26 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2024 was Liberty Mutual Group Asset Management, an estimated $298M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2024 was JP Morgan Chase, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2024.