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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
MWM
176
Mission Wealth Management
California
$3.22M +$122K +5,796 +4%
HWA
177
HCR Wealth Advisors
California
$3.21M +$148 +7 +0%
TCM
178
Triumph Capital Management
Colorado
$3.04M -$383K -18,128 -11%
PCMM
179
Piedmont Capital Management (Montana)
Montana
$3.03M – – –
MOS
180
MGO One Seven
Ohio
$3.01M +$2.35M +111,077 +347%
ASFA
181
All Season Financial Advisors
Colorado
$3.01M -$881K -41,745 -23%
CST
182
Charles Schwab Trust
Nevada
$2.91M -$25.8K -1,221 -0.9%
FAP
183
Financial Advisory Partners
Florida
$2.89M +$535K +25,336 +23%
TT
184
TI-Trust
Illinois
$2.84M – – –
FCBT
185
First Citizens Bank & Trust
North Carolina
$2.84M -$216K -10,249 -7%
AP
186
Appleton Partners
Massachusetts
$2.82M -$12.4K -588 -0.4%
CRWM
187
Castle Rock Wealth Management
California
$2.79M +$348K +16,474 +14%
TCWM
188
Total Clarity Wealth Management
Illinois
$2.72M +$759K +35,944 +38%
NA
189
NewEdge Advisors
Louisiana
$2.67M -$937K -44,368 -26%
HighTower Advisors
190
HighTower Advisors
Illinois
$2.65M +$670K +31,727 +34%
IWC
191
Integrated Wealth Concepts
Massachusetts
$2.64M -$21.5M -1,017,184 -89%
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$2.63M +$2.64M +125,000 New
AWS
193
Atria Wealth Solutions
New York
$2.63M +$509K +24,113 +24%
OPA
194
Old Port Advisors
Maine
$2.6M +$102K +4,816 +4%
JSAM
195
J. Safra Asset Management
New York
$2.54M +$2.55M +120,636 New
OA
196
Operose Advisors
Wisconsin
$2.53M +$1.77M +84,013 +231%
BCI
197
Brinker Capital Investments
Pennsylvania
$2.52M +$522K +24,711 +26%
OPS
198
Orion Portfolio Solutions
Nebraska
$2.52M +$522K +24,711 +26%
MLM
199
Mount Lucas Management
Pennsylvania
$2.5M -$107K -5,051 -4%
GDP
200
Great Diamond Partners
Maine
$2.46M -$85.9K -4,067 -3%
6 7
8
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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.