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Invesco Senior Loan ETF

481 hedge funds and large institutions have $5.55B 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, 171 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

20% more capital invested

Capital invested by funds: $4.62B → $5.55B (+$933M)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 445481 (+36)

0.01% less ownership

Funds ownership: 94.73%94.72% (-0.01%)

7% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 171

87% less call options, than puts

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

Holders
481
Holders Change
+36
Holders Change %
+8.09%
% of All Funds
7%
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
171
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

BKLN Hedge Fund Activity: Q4 2023 in Review

481 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2023, worth a combined $5.55B — up 20% 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 171 trimmed.

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

  • 481 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2023, up from 445 in Q3 2023.
  • Funds reported $5.55B of Invesco Senior Loan ETF stock for Q4 2023, up 20% 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.