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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.50 -0.10 (-0.49%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Senior Loan ETF (NYSEARCA:BKLN)

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$4.51B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$1.80B
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BKLN Institutional Buying and Selling by Quarter

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Invesco Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC111,623$2.31M0.0%+6.4%0.028%
4/16/2025BTS Asset Management Inc.14,897$308K0.3%N/A0.004%
4/16/2025RFG Holdings Inc.1,735,212$35.92M11.7%+7.8%0.436%
4/15/2025 First United Bank & Trust29,635$613K0.2%+33.1%0.007%
4/15/2025 Paladin Advisory Group LLC7,365$152K0.1%-7.6%0.002%
4/15/2025 Transform Wealth LLC567,835$11.75M0.7%-36.9%0.143%
4/15/2025 Focus Financial Network Inc.15,893$329K0.0%+5.2%0.004%
4/15/2025 Integrated Advisors Network LLC40,001$828K0.0%-2.6%0.010%
4/15/2025 Fiduciary Financial Group LLC64,845$1.33M0.3%N/A0.016%
4/15/2025 Simplicity Wealth LLC376,219$7.79M0.6%N/A0.095%
4/15/2025 Wealthcare Capital Management LLC28,738$595K0.1%-8.3%0.007%
4/15/2025 Wealthcare Advisory Partners LLC922,002$19.09M0.5%+32.5%0.232%
4/14/2025 Harbor Capital Advisors Inc.2,206$46K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC36,064$748K0.0%+389.9%0.009%
4/14/2025 First Citizens Bank & Trust Co.154,107$3.19M0.1%+2.4%0.039%
4/14/2025 Ironwood Wealth Management Inc.1,112,815$22.74M11.7%+2.6%0.280%
4/14/2025 Bangor Savings Bank262,093$5.43M0.5%+4,115.7%0.066%
4/14/2025 Park Avenue Securities LLC385,795$7.99M0.1%+4.5%0.097%
4/14/2025 Wealthcare Capital Partners LLC21,094$437K0.2%+13.2%0.005%
4/14/2025 Miracle Mile Advisors LLC83,687$1.73M0.0%-15.3%0.021%
4/14/2025 UMB Bank n.a.14,588$302K0.0%-4.4%0.004%
4/14/2025 Perennial Advisors LLC114,034$2.36M0.5%-7.4%0.029%
4/11/2025 First City Capital Management Inc.23,900$495K0.3%-4.8%0.006%
4/11/2025 Horizon Wealth Management LLC24,666$511K0.1%-46.9%0.006%
4/11/2025 IAM Advisory LLC38,027$787K0.2%N/A0.010%
4/10/2025 Charles Schwab Trust Co107,267$2.22M0.2%+7.5%0.027%
4/10/2025 Financial Advisory Partners LLC185,780$3.85M1.3%+0.7%0.047%
4/9/2025 Merit Financial Group LLC329,923$6.83M0.1%-8.0%0.083%
4/9/2025 Flagstar Advisors Inc.45,591$944K0.2%+8.5%0.011%
4/9/2025 NBC Securities Inc.9,991$206K0.0%+99,810.0%0.003%
4/9/2025 Worth Asset Management LLC33,706$698K0.4%-11.9%0.008%
4/9/2025 Mechanics Bank Trust Department602,305$12.47M1.7%+1.7%0.151%
4/9/2025 Castle Rock Wealth Management LLC25,867$536K0.1%+3.8%0.006%
4/8/2025 Aletheian Wealth Advisors LLC65,041$1.35M0.8%+1.9%0.016%
4/8/2025 IFG Advisors LLC83,342$1.73M0.3%N/A0.021%
4/8/2025 Advisory Alpha LLC254,584$5.27M0.3%-92.3%0.064%
4/7/2025 GoalVest Advisory LLC180,024$3.73M1.0%+344.4%0.045%
4/7/2025 AdvisorNet Financial Inc117,774$2.44M0.2%+13,103.4%0.030%
4/7/2025 FC Advisory LLC74,454$1.54M0.5%+1.6%0.019%
4/3/2025 Central Pacific Bank Trust Division209,275$4.33M0.6%-0.8%0.053%
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4/3/2025 First Hawaiian Bank218,389$4.52M0.3%-5.2%0.055%
4/3/2025 Insight Wealth Strategies LLC876,214$18.14M2.4%+25.9%0.220%
3/19/2025M1 Capital Management LLC14,300$301K0.2%N/A0.003%
3/17/2025Wealth Enhancement Advisory Services LLC104,900$2.21M0.0%+27.7%0.025%
3/5/2025 Castle Rock Wealth Management LLC24,914$525K0.1%-58.7%0.005%
3/3/2025Cim LLC482,718$10.17M1.4%+2.0%0.098%
2/28/2025Park Square Financial Group LLC2,936$62K0.0%N/A0.001%
2/27/2025Jefferies Financial Group Inc.200,000$4.21M0.0%N/A0.041%
2/26/2025Virtue Capital Management LLC164,426$3.46M0.7%+5.3%0.033%
2/25/2025B. Riley Wealth Advisors Inc.30,638$646K0.0%+8.3%0.006%
2/25/2025 Integrated Advisors Network LLC41,071$865K0.0%-3.9%0.008%
2/21/2025 Perennial Advisors LLC123,127$2.59M0.6%N/A0.037%
2/20/2025Castlekeep Investment Advisors LLC175,850$3.71M0.6%N/A0.052%
2/19/2025Toronto Dominion Bank746,467$15.70M0.0%N/A0.222%
2/19/2025Invst LLC23,788$501K0.1%-13.0%0.007%
2/18/2025GTS Securities LLC21,581$455K0.0%-132.2%0.006%
2/18/2025Blue Fin Capital Inc.151,100$3.18M0.6%-5.9%0.045%
2/18/2025Novem Group127,400$2.68M0.4%N/A0.038%
2/17/2025Wellington Wealth Strategies LLC.289,578$6.10M5.8%-23.8%0.086%
2/17/2025Virtus Investment Advisers Inc.56,622$1.19M0.9%N/A0.017%
2/17/2025WBI Investments LLC42,995$906K0.2%-43.3%0.013%
2/17/2025Tidal Investments LLC348,440$7.34M0.1%+134.8%0.104%
2/17/2025Toronto Dominion Bank746,467$15.70M0.0%N/A0.222%
2/17/2025Royal Bank of Canada776,699$16.37M0.0%-0.9%0.231%
2/17/2025Man Group plc2,351,701$49.55M0.1%+23.1%0.700%
2/17/2025Nuveen Asset Management LLC3,435,310$72.38M0.0%-23.8%1.023%
2/17/2025Napa Wealth Management60,737$1.28M0.6%+37.8%0.018%
2/17/2025Millennium Management LLC113,801$2.40M0.0%-94.3%0.034%
2/17/2025Liberty Mutual Group Asset Management Inc.5,000,000$105.35M25.0%N/A1.489%
2/17/2025Little Harbor Advisors LLC345,705$7.28M4.3%+5.6%0.103%
2/17/2025Logan Stone Capital LLC21,024$443K0.1%-71.4%0.006%
2/17/2025Investment Management Corp of Ontario8,441,678$177.87M5.9%-22.5%2.514%
2/17/2025Jefferies Financial Group Inc.200,000$4.21M0.0%N/A0.060%
2/17/2025Global Assets Advisory LLC17,422$367K0.2%N/A0.005%
2/17/2025Granby Capital Management LLC685,000$14.43M7.5%+10.5%0.204%
2/17/2025Focus Partners Wealth7,001$148K0.0%N/A0.002%
2/17/2025Forefront Analytics LLC304,746$6.42M3.0%+8.6%0.091%
2/17/2025Ensign Peak Advisors Inc6,807,190$143.43M0.3%+126.7%2.027%
2/17/2025Clark Capital Management Group Inc.101,346$2.14M0.0%+2.6%0.030%
2/17/2025Deutsche Bank AG411,303$8.67M0.0%+26.9%0.122%
2/17/2025Dimension Capital Management LLC17,840$376K0.1%N/A0.005%
2/17/2025EP Wealth Advisors LLC6,331$133K0.0%N/A0.002%
2/17/2025Compass Rose Asset Management LP2,400,000$50.57M20.5%N/A0.715%
2/17/2025CoreCap Advisors LLC24,468$516K0.0%+1,707.1%0.007%
2/17/2025Crabel Capital Management LLC98,700$2.08M6.8%-25.3%0.029%
2/17/2025Cresset Asset Management LLC452,448$9.53M0.0%+2,117.2%0.135%
2/17/2025Cetera Investment Advisers881,036$18.56M0.0%+26.7%0.262%
2/17/2025Capstone Investment Advisors LLC29,030$612K0.0%N/A0.009%
2/17/2025Cary Street Partners Financial LLC48,883$1.03M0.0%N/A0.015%
2/17/2025Castlekeep Investment Advisors LLC175,850$3.71M0.0%N/A0.052%
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2/17/2025Bain Capital Credit LP3,027,643$63.79M14.1%-20.8%0.902%
2/17/2025Baird Financial Group Inc.312,419$6.58M0.0%+21.4%0.093%
2/17/2025Bank of America Corp DE7,298,702$153.78M0.0%+218.9%2.174%
2/17/2025BNP Paribas3,488,758$73.51M3.1%+76.6%1.039%
2/17/2025BNP Paribas Financial Markets1,257,243$26.49M0.0%-51.3%0.374%
2/17/2025Ameriprise Financial Inc.4,631,771$97.59M0.0%+78.7%1.379%
2/17/2025Aristotle Pacific Capital LLC3,055,031$64.37M20.2%+30.3%0.910%
2/14/2025Mercer Global Advisors Inc. ADV207,501$4.37M0.0%-34.9%0.062%
2/14/2025Jane Street Group LLC1,512,165$31.86M0.0%-30.1%0.450%
2/14/2025Triumph Capital Management90,677$1.91M0.7%-2.3%0.027%
(Data available from 1/1/2016 forward)

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BKLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKLN shares?

During the previous two years, 610 institutional investors and hedge funds held shares of Invesco Senior Loan ETF. The most heavily invested institutionals were TD Asset Management Inc. ($392.50M), Ocean Park Asset Management LLC ($382.64M), Healthcare of Ontario Pension Plan Trust Fund ($346.67M), Invesco Ltd. ($253.41M), Grimes & Company Inc. ($206.34M), Lord Abbett & CO. LLC ($188.07M), and The Manufacturers Life Insurance Company ($186.56M).Learn more on BKLN's institutional investors.

Which institutional investors have been buying Invesco Senior Loan ETF stock?

Of the 520 institutional investors that purchased Invesco Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Liberty Mutual Group Asset Management Inc. ($19.11M), TD Asset Management Inc. ($18.63M), Ocean Park Asset Management LLC ($17.54M), Healthcare of Ontario Pension Plan Trust Fund ($16.50M), Grimes & Company Inc. ($9.27M), Angeles Investment Advisors LLC ($7.97M), and BNP Paribas ($7.36M).

How much institutional buying is happening at Invesco Senior Loan ETF?

Institutional investors have bought a total of 317,815,141 shares in the last 24 months. This purchase volume represents approximately $6.69B in transactions.

Which Invesco Senior Loan ETF major shareholders have been selling company stock?

Of the 336 institutional investors that sold Invesco Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($12.59M), CIBC Asset Management Inc ($12.32M), Wright Fund Management LLC ($6.79M), International Assets Investment Management LLC ($6.43M), Barclays PLC ($5.34M), The Manufacturers Life Insurance Company ($5.25M), and Jane Street Group LLC ($4.45M).

How much institutional selling is happening at Invesco Senior Loan ETF?

Institutional investors have sold a total of 134,201,862 shares in the last 24 months. This volume of shares sold represents approximately $2.82B in transactions.



This page (NYSEARCA:BKLN) was last updated on 4/16/2025 by MarketBeat.com Staff
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