Invesco Senior Loan ETF
BKLN
492 hedge funds and large institutions have $5.87B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 193 reducing their positions, and 72 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 193
2.26% less ownership
Funds ownership: 87.57% → 85.32% (-2.3%)
6% less funds holding
Funds holding: 525 → 492 (-33)
15% less funds holding in top 10
Funds holding in top 10: 47 → 40 (-7)
18% less capital invested
Capital invested by funds: $7.19B → $5.87B (-$1.33B)
43% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 72
96% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $26.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$347M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$198M |
| 3 |
SG Americas Securities
New York
|
+$68.9M |
| 4 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$45.1M |
| 5 |
Barclays
London,
United Kingdom
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$297M |
| 2 |
JP Morgan Chase
New York
|
-$265M |
| 3 |
Goldman Sachs
New York
|
-$162M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$128M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$114M |
BKLN Hedge Fund Activity: Q3 2024 in Review
492 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2024, worth a combined $5.87B — down 18% from $7.19B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of BKLN and 41 opened new positions — a net loss of 31 holders — while 193 trimmed existing stakes and 186 added.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $347M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $297M sold.
- 492 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2024, down from 525 in Q2 2024.
- Funds reported $5.87B of Invesco Senior Loan ETF stock for Q3 2024, down 18% quarter-over-quarter.
- 41 funds opened new Invesco Senior Loan ETF positions in Q3 2024 and 72 closed out, a net change of -31 holders.
- The largest Invesco Senior Loan ETF buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $347M added.
- The largest Invesco Senior Loan ETF seller in Q3 2024 was Liberty Mutual Group Asset Management, an estimated $297M sold.
Based on aggregated 13F filings for Q3 2024.