Invesco Senior Loan ETF (BKLN) Institutional Ownership

$21.07
-0.01 (-0.05%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
312
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$992.40M
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BKLN Institutional Buying and Selling by Quarter

Invesco Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Benjamin F. Edwards & Company Inc.17,419$369K0.0%N/A0.005%
4/29/2024Onyx Bridge Wealth Group LLC191,473$4.04M0.7%+465.3%0.055%
4/29/2024RWA Wealth Partners LLC520,070$11.00M0.1%+5,264.9%0.148%
4/29/2024Kensington Asset Management LLC2,103,300$44.49M2.2%+10.5%0.599%
4/27/2024 K.J. Harrison & Partners Inc40,000$846K0.1%+23.1%0.011%
4/26/2024 UMB Bank n.a.45,491$962K0.0%-7.4%0.013%
4/26/2024 Clear Creek Financial Management LLC54,741$1.16M0.1%+227.4%0.016%
4/26/2024 Sumitomo Life Insurance Co.3,011,216$63.69M1.6%+1.9%0.857%
4/26/2024 LifePro Asset Management356,735$7.55M5.0%+30.9%0.102%
4/26/2024 Latitude Advisors LLC9,522$201K0.1%N/A0.003%
4/26/2024 Bogart Wealth LLC238,426$5.04M0.3%+861.4%0.068%
4/25/2024 Triumph Capital Management162,436$3.43M1.4%+8.4%0.046%
4/25/2024 Simplex Trading LLC168,527$3.56M0.0%N/A0.048%
4/25/2024 IMA Wealth Inc.16,757$354K0.2%-24.3%0.005%
4/25/2024 Summit Financial LLC22,863$484K0.0%N/A0.007%
4/25/2024 Cambridge Investment Research Advisors Inc.201,758$4.27M0.0%+4.6%0.057%
4/24/2024 CENTRAL TRUST Co159,799$3.38M0.1%+1.4%0.046%
4/24/2024 Newbridge Financial Services Group Inc.1,660$35K0.0%N/A0.000%
4/24/2024 Smith Anglin Financial LLC43,503$920K0.1%+25.1%0.012%
4/24/2024 Simplicity Wealth LLC25,158$532K0.0%+22.1%0.007%
4/24/2024 Spire Wealth Management262,166$5.55M0.2%+34.6%0.075%
4/23/2024 Global Retirement Partners LLC89,603$1.90M0.1%+26.4%0.026%
4/23/2024 Mason & Associates Inc1,295,417$27.40M7.3%-24.0%0.369%
4/23/2024 Sweet Financial Partners LLC20,784$440K0.1%-20.3%0.006%
4/23/2024 McAdam LLC323,755$6.85M0.4%+7.1%0.092%
4/23/2024 Regatta Capital Group LLC12,822$271K0.1%N/A0.004%
4/23/2024 Strategic Blueprint LLC34,874$738K0.1%-15.0%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.672,249$14.22M0.0%+32.2%0.191%
4/22/2024 Strategic Financial Concepts LLC72,804$1.54M0.4%N/A0.021%
4/22/2024 PFG Investments LLC26,957$570K0.0%N/A0.008%
4/22/2024 Family Investment Center Inc.901,715$19.07M6.1%+3,843.3%0.257%
4/22/2024 Drive Wealth Management LLC34,701$734K0.2%N/A0.010%
4/22/2024 Raymond James & Associates1,074,214$22.72M0.0%-3.3%0.306%
4/22/2024 Everpar Advisors LLC18,308$387K0.2%+3.1%0.005%
4/22/2024 BTS Asset Management Inc.8,419$178K0.1%N/A0.002%
4/19/2024 DMC Group LLC102,143$2.16M1.9%+4.4%0.029%
4/19/2024 JTC Employer Solutions Trustee Ltd1,660$35K0.0%-44.9%0.000%
4/19/2024 Tradewinds Capital Management LLC75,772$1.60M0.4%+2.0%0.022%
4/18/2024 Congress Wealth Management LLC DE 315,607$6.68M0.1%-1.6%0.090%
4/18/2024 Hexagon Capital Partners LLC24,933$527K0.1%-18.6%0.007%
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4/18/2024 Miracle Mile Advisors LLC776,205$16.42M0.4%-7.5%0.221%
4/18/2024 Fifth Third Securities Inc.338,489$7.16M0.7%-14.9%0.096%
4/17/2024 Grimes & Company Inc.8,820,897$186.56M5.7%+3.0%2.512%
4/17/2024 Burns J W & Co. Inc. NY21,750$460K0.1%-3.8%0.006%
4/17/2024 Hennion & Walsh Asset Management Inc.37,146$786K0.0%-60.1%0.011%
4/16/2024 Capital Asset Advisory Services LLC10,756$227K0.0%N/A0.003%
4/16/2024 Transform Wealth LLC959,550$20.29M1.9%+51.4%0.273%
4/16/2024 Wealth Enhancement Advisory Services LLC95,968$2.03M0.0%+7.6%0.027%
4/15/2024 Wealthcare Capital Management LLC47,429$1.00M0.1%-28.0%0.014%
4/15/2024 Wealthcare Advisory Partners LLC651,243$13.77M0.5%+9.9%0.185%
4/15/2024 RFG Holdings Inc.1,433,583$30.32M12.8%+8.3%0.408%
4/15/2024 Aletheian Wealth Advisors LLC60,124$1.27M0.7%+8.6%0.017%
4/15/2024 Future Financial Wealth Managment LLC1,230$26K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.11,302$239K0.0%+549.2%0.003%
4/15/2024 Flagstar Advisors Inc.39,355$832K0.2%+7.7%0.011%
4/15/2024 Counterpoint Mutual Funds LLC4,576,232$96.79M23.7%+3.4%1.303%
4/13/2024 IMC Chicago LLC36,172$765K0.0%N/A0.019%
4/12/2024 West Coast Financial LLC9,753$206K0.0%-43.2%0.005%
4/12/2024 Mechanics Bank Trust Department381,835$8.08M1.2%+16.0%0.198%
4/12/2024 Charles Schwab Trust Co139,307$2.95M0.3%+19.6%0.072%
4/12/2024 Worth Asset Management LLC29,513$624K0.4%-64.5%0.015%
4/12/2024 Ironwood Wealth Management Inc.1,000,871$21.13M11.1%+3.3%0.520%
4/12/2024 Global Assets Advisory LLC21,711$459K0.0%+31.7%0.011%
4/11/2024 Bangor Savings Bank13,351$282K0.0%-58.7%0.007%
4/11/2024 Independent Wealth Network Inc.42,895$907K2.4%-2.6%0.022%
4/10/2024 Park Avenue Securities LLC99,388$2.10M0.0%+44.6%0.052%
4/10/2024 Perennial Advisors LLC111,078$2.35M0.5%-3.6%0.058%
4/5/2024 NBC Securities Inc.9,453$199K0.0%+12.3%0.005%
4/3/2024 Strategic Advocates LLC42,201$893K0.3%+5.5%0.022%
4/1/2024 Appleton Partners Inc. MA134,663$2.85M0.2%+1.8%0.070%
3/22/2024PNC Financial Services Group Inc.61,025$1.29M0.0%-5.1%0.032%
3/15/2024 Hart & Patterson Financial Group LLC64,495$1.37M0.7%N/A0.033%
3/15/2024B. Riley Wealth Advisors Inc.30,183$639K0.0%+2.6%0.016%
3/14/2024Yeomans Consulting Group Inc.738,957$15.65M7.8%N/A0.384%
3/5/2024Wellington Management Group LLP915,670$19.39M0.0%-30.7%0.475%
3/4/2024Richardson Financial Services Inc.1,977$42K0.0%N/A0.001%
3/4/2024Vima LLC44,983$953K2.1%N/A0.023%
3/1/2024Creekmur Asset Management LLC4,530$96K0.0%N/A0.002%
3/1/2024Goldman Sachs Group Inc.6,640,526$140.65M0.0%+106.5%3.448%
2/26/2024Integrated Advisors Network LLC46,807$991K0.1%-4.1%0.024%
2/23/2024Cim LLC442,598$9.33M1.6%N/A0.230%
2/20/2024Wellington Wealth Strategies LLC.212,959$4.51M3.9%N/A0.111%
2/16/2024 Global Assets Advisory LLC16,487$349K0.5%+66.4%0.009%
2/15/2024Forefront Analytics LLC275,117$5.83M2.9%+132.4%0.143%
2/15/2024Granby Capital Management LLC300,000$6.35M4.0%N/A0.156%
2/15/2024Bain Capital Credit LP4,108,328$87.01M15.1%+27.9%2.133%
2/15/2024BlueCrest Capital Management Ltd41,794$885K0.0%-85.9%0.022%
2/14/2024Brown Wealth Management LLC187,422$3.97M1.8%+115.5%0.097%
2/14/2024III Capital Management1,667,000$35.31M1.5%+247.3%0.866%
2/14/2024Jones Road Capital Management L.P.312,572$6.62M1.7%N/A0.162%
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2/14/2024Left Brain Wealth Management LLC29,826$632K0.4%+173.5%0.015%
2/14/2024Verition Fund Management LLC300,000$6.35M0.0%+27.7%0.156%
2/14/2024Sei Investments Co.2,902,403$61.47M0.1%-0.4%1.507%
2/14/2024Connectus Wealth LLC1,076,559$22.81M0.4%-5.0%0.559%
2/14/2024RE Dickinson Investment Advisors LLC1,568$36K0.0%N/A0.001%
2/14/2024Waterloo Capital L.P.100,068$2.12M0.3%+40.0%0.052%
2/14/2024Prudential PLC2,398,926$50.81M0.5%+12.1%1.246%
2/14/2024Angeles Investment Advisors LLC1,537,390$32.56M2.0%-54.3%0.798%
2/13/2024Angeles Wealth Management LLC654,719$13.87M1.7%-0.3%0.340%
2/13/2024Envestnet Asset Management Inc.3,272,084$69.30M0.0%-14.9%1.699%
(Data available from 1/1/2016 forward)

BKLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKLN shares?

During the previous two years, 550 institutional investors and hedge funds held shares of Invesco Senior Loan ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($243.99B), Centiva Capital LP ($352.70M), Grimes & Company Inc. ($186.56M), BNP Paribas Arbitrage SNC ($169.46M), Arch Capital Group LTD. ($152.68M), Goldman Sachs Group Inc. ($140.65M), and New York Life Investment Management LLC ($120.13M).Learn more on BKLN's institutional investors.

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

Of the 460 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: Centiva Capital LP ($26.43M), Wright Fund Management LLC ($13.65M), CIBC Asset Management Inc ($12.21M), Grimes & Company Inc. ($8.59M), Goldman Sachs Group Inc. ($6.85M), Barclays PLC ($6.76M), and State of New Jersey Common Pension Fund D ($4.95M).

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

Institutional investors have bought a total of 207,395,410 shares in the last 24 months. This purchase volume represents approximately $4.31B in transactions.

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

Of the 337 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: CIBC Asset Management Inc ($11.52M), The Manufacturers Life Insurance Company ($8.91M), Envestnet Asset Management Inc. ($6.96M), Wright Fund Management LLC ($6.79M), Barclays PLC ($4.19M), BNP Paribas Arbitrage SNC ($3.70M), and Goldman Sachs Group Inc. ($3.63M).

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

Institutional investors have sold a total of 97,183,435 shares in the last 24 months. This volume of shares sold represents approximately $2.02B in transactions.


This page (NYSEARCA:BKLN) was last updated on 4/29/2024 by MarketBeat.com Staff

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