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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M +$132M +6,250,000 +38%
BlackRock
2
BlackRock
New York
$460M +$88.4M +4,190,487 +24%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$392M +$393M +18,628,261 New
OPAM
4
Ocean Park Asset Management
California
$383M +$370M +17,542,541 +2,838%
Invesco
5
Invesco
Georgia
$253M +$38.4M +1,820,689 +18%
GC
6
Grimes & Company
Massachusetts
$206M +$6.24M +295,869 +3%
Morgan Stanley
7
Morgan Stanley
New York
$192M +$38.2M +1,812,696 +25%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$188M +$134M +6,342,185 +245%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187M -$26M -1,230,953 -12%
IMCOOI
10
Investment Management Corp of Ontario (IMCO)
Canada
$178M -$51.7M -2,450,949 -23%
Charles Schwab
11
Charles Schwab
California
$167M +$5.7M +270,367 +4%
Bank of America
12
Bank of America
North Carolina
$154M +$95.1M +4,510,333 +162%
Ensign Peak Advisors
13
Ensign Peak Advisors
Utah
$143M +$80.2M +3,804,000 +127%
ICM
14
III Capital Management
Florida
$118M
American Century Companies
15
American Century Companies
Missouri
$108M +$109M +5,148,559 New
Barclays
16
Barclays
United Kingdom
$105M -$24.3M -1,150,000 -19%
LMGAM
17
Liberty Mutual Group Asset Management
Massachusetts
$105M +$105M +5,000,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$104M +$10.6M +504,121 +11%
CMF
19
Counterpoint Mutual Funds
California
$104M +$6.62M +313,700 +7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$103M +$83.5M +3,957,300 +426%
Goldman Sachs
21
Goldman Sachs
New York
$102M -$8.44M -400,293 -8%
Ameriprise
22
Ameriprise
Minnesota
$97.6M +$43M +2,040,155 +79%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$90.7M +$14.9M +704,615 +20%
LPL Financial
24
LPL Financial
California
$89.9M +$28.1M +1,333,141 +45%
Renaissance Technologies
25
Renaissance Technologies
New York
$87.1M +$5.95M +282,200 +7%

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.