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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
AWM
201
AE Wealth Management
Kansas
$2.44M +$98K +4,642 +4%
SC
202
Sykon Capital
New York
$2.42M -$464K -21,977 -16%
WF
203
Welch & Forbes
Massachusetts
$2.38M – – –
MAM
204
MMA Asset Management
Pennsylvania
$2.37M -$2.17K -103 -0.1%
AWM
205
Apollon Wealth Management
South Carolina
$2.35M +$245K +11,601 +12%
PA
206
Perennial Advisors
New York
$2.34M -$1.14K -54 -0%
DWM
207
Destination Wealth Management
California
$2.33M -$78.4K -3,715 -3%
VAG
208
VisionPoint Advisory Group
Texas
$2.33M +$1M +47,540 +75%
TC
209
TownSquare Capital
Utah
$2.24M +$2.25M +106,594 New
RAM
210
Riggs Asset Management
Pennsylvania
$2.23M -$458K -21,713 -17%
HOWA
211
Heritage Oak Wealth Advisors
Florida
$2.22M +$2.22M +105,359 New
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$2.19M +$169K +7,990 +8%
BWM
213
Brown Wealth Management
Illinois
$2.11M +$2.12M +100,430 New
DG
214
DMC Group
Alabama
$2.07M -$77.7K -3,680 -4%
LSC
215
Logan Stone Capital
Illinois
$2.06M +$1.71M +80,980 +479%
TCM
216
Tradewinds Capital Management
Washington
$2.03M +$438K +20,760 +27%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$2.02M +$393K +18,634 +24%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$1.88M +$1.88M +89,200 New
IG
219
ING Group
Netherlands
$1.82M +$1.83M +86,700 New
GEM
220
Global Endowment Management
North Carolina
$1.79M – – –
MA
221
Mutual Advisors
Nebraska
$1.77M +$1.12M +52,914 +169%
DWM
222
Diversify Wealth Management
Utah
$1.77M +$1.8M +85,354 New
CPO
223
Cerity Partners OCIO
New York
$1.74M +$1.75M +82,922 New
Wealthfront Advisers
224
Wealthfront Advisers
California
$1.72M +$65.1K +3,085 +4%
CAL
225
Capital Analysts LLC
Pennsylvania
$1.7M +$388K +18,360 +29%
7 8
9
10 11

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.