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Invesco Senior Loan ETF

540 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 221 increasing their positions, 137 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 137

31% more capital invested

Capital invested by funds: $5.87B → $7.71B (+$1.84B)

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more funds holding

Funds holding: 492540 (+48)

2.44% less ownership

Funds ownership: 85.32%82.88% (-2.4%)

94% less call options, than puts

Call options by funds: $978K | Put options by funds: $17.5M

Holders
540
Holders Change
+48
Holders Change %
+9.76%
% 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
105
Increased
221
Reduced
137
Closed
47
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M

BKLN Hedge Fund Activity: Q4 2024 in Review

540 of the 7,606 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 31% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BKLN positions and 47 closed out — a net gain of 58 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 State of Wisconsin Investment Board, exiting entirely with an estimated $86.3M sold.

  • 540 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 31% quarter-over-quarter.
  • 105 funds opened new Invesco Senior Loan ETF positions in Q4 2024 and 47 closed out, a net change of +58 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 State of Wisconsin Investment Board, an estimated $86.3M sold.

Based on aggregated 13F filings for Q4 2024.