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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
DFCM
151
Dark Forest Capital Management
Puerto Rico
$4.43M -$334K -15,820 -7%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$401K +18,999 +10%
KAS
153
Kestra Advisory Services
Texas
$4.38M -$632K -29,980 -13%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$4.37M -$2.35M -111,224 -35%
JFG
155
Jefferies Financial Group
New York
$4.21M +$4.22M +200,000 New
WAMC
156
Western Asset Management Company
California
$4.21M +$4.22M +200,000 New
PWM
157
Perigon Wealth Management
California
$4.14M +$48.4K +2,293 +1%
BIP
158
Blue Investment Partners
California
$4.13M +$134K +6,342 +3%
AFP
159
Ausdal Financial Partners
Iowa
$3.97M +$97.9K +4,644 +3%
FAP
160
Financial Advisory Partners
Florida
$3.89M +$226K +10,728 +6%
SC
161
Sykon Capital
New York
$3.86M +$1.99M +94,542 +107%
CTC
162
Central Trust Company
Missouri
$3.84M +$136K +6,464 +4%
DWM
163
Diversify Wealth Management
Utah
$3.83M +$1.5M +70,998 +64%
SFG
164
Sage Financial Group
Pennsylvania
$3.78M +$1.72M +81,573 +83%
PCMM
165
Piedmont Capital Management (Montana)
Montana
$3.63M +$68.7K +3,259 +2%
AHC
166
Adell Harriman & Carpenter
Texas
$3.58M -$186K -8,800 -5%
RAM
167
Riggs Asset Management
Pennsylvania
$3.56M +$3.57M +169,114 +165,798%
TCG
168
Transcendent Capital Group
Oklahoma
$3.51M +$3.51M +166,467 New
VCM
169
Virtue Capital Management
Tennessee
$3.46M +$175K +8,317 +5%
SWM
170
Spire Wealth Management
Virginia
$3.46M +$555K +26,320 +19%
GAA
171
Guardian Asset Advisors
Pennsylvania
$3.45M +$254K +12,052 +8%
AWM
172
Apollon Wealth Management
South Carolina
$3.44M +$516K +24,446 +18%
PAIA
173
Park Avenue Institutional Advisers
New York
$3.4M +$3.41M +161,600 New
PIWA
174
Prevail Innovative Wealth Advisors
Kansas
$3.24M -$41.2K -1,952 -1%
OPA
175
Old Port Advisors
Maine
$3.21M +$281K +13,312 +10%

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.