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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.92 +0.03 (+0.14%)
Closing price 08/4/2025 04:10 PM Eastern
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$20.93 +0.01 (+0.04%)
As of 05:15 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Senior Loan ETF (NYSEARCA:BKLN)

Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$4.64B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$2.41B
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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
8/5/2025Summit Investment Advisory Services LLC31,401$657K0.6%N/A0.009%
8/4/2025Continental Investors Services Inc.36,384$761K1.4%+3.7%0.011%
8/4/2025Integrity Alliance LLC.54,118$1.13M0.1%+19.7%0.016%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors234,225$4.90M0.7%+12.8%0.070%
8/4/2025Impact Partnership Wealth LLC36,643$767K0.1%N/A0.011%
8/4/2025Atria Investments Inc54,336$1.14M0.0%-91.1%0.016%
8/4/2025Assetmark Inc.3,048,920$63.78M0.2%+13.5%0.911%
8/4/2025Spire Wealth Management235,421$4.93M0.2%+19.8%0.070%
8/4/2025Hantz Financial Services Inc.658,670$13.78M0.2%+2.1%0.197%
8/4/2025Horizon Wealth Management LLC10,926$229K0.0%-55.7%0.003%
8/4/2025World Investment Advisors33,247$696K0.0%-3.7%0.010%
8/1/2025 New York Life Investment Management LLC493,605$10.33M0.1%-70.5%0.147%
8/1/2025 Advisory Alpha LLC113,339$2.37M0.1%-56.2%0.034%
8/1/2025 Brookwood Investment Group LLC48,930$1.02M0.2%+17.0%0.015%
8/1/2025 Yukon Wealth Management Inc.9,589$201K0.1%N/A0.003%
8/1/2025 GoalVest Advisory LLC31,637$662K0.2%-82.4%0.009%
8/1/2025 Envestnet Asset Management Inc.4,089,439$85.44M0.0%+4.0%1.222%
7/31/2025 Wealthfront Advisers LLC106,862$2.24M0.0%+3.8%0.032%
7/31/2025 Moloney Securities Asset Management LLC420,823$8.80M1.1%+2.4%0.126%
7/31/2025 Catalyst Capital Advisors LLC901,688$18.86M0.4%+26.8%0.269%
7/31/2025 LJI Wealth Management LLC14,604$306K0.1%-9.9%0.004%
7/31/2025 Guardian Asset Advisors LLC181,610$3.80M2.2%+7.9%0.054%
7/30/2025 First Citizens Bank & Trust Co.230,644$4.83M0.1%+49.7%0.069%
7/30/2025 Strategic Blueprint LLC26,837$561K0.0%-5.2%0.008%
7/30/2025 Onyx Bridge Wealth Group LLC11,413$239K0.0%-97.9%0.003%
7/30/2025 Brookstone Capital Management635,278$13.29M0.2%-1.6%0.190%
7/30/2025 D.A. Davidson & CO.622,481$13.02M0.1%+9.5%0.186%
7/30/2025 Cullen Frost Bankers Inc.47,164$987K0.0%+2.2%0.014%
7/30/2025 IMG Wealth Management Inc.4,491$94K0.1%+29.2%0.001%
7/30/2025 Bogart Wealth LLC1,601$33K0.0%N/A0.000%
7/29/2025 Stephens Inc. AR337,113$7.05M0.1%-4.3%0.101%
7/29/2025Joseph P. Lucia & Associates LLC16,808$352K0.1%+28.8%0.005%
7/29/2025 SAM Advisors LLC288,720$6.04M2.1%+6.0%0.086%
7/29/2025 Signature Estate & Investment Advisors LLC88,551$1.85M0.0%+17.2%0.026%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV1,658$35K0.0%+258.9%0.000%
7/29/2025 Koshinski Asset Management Inc.10,616$222K0.0%N/A0.003%
7/29/2025 Tradewinds Capital Management LLC115,373$2.41M0.6%-1.2%0.034%
7/29/2025 Private Trust Co. NA9,750$204K0.0%+35.3%0.003%
7/29/2025 Angeles Wealth Management LLC310,467$6.50M0.4%-1.8%0.093%
7/28/2025 Mission Hills Financial Advisory LLC10,465$219K0.1%N/A0.003%
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7/28/2025 Liberty Mutual Group Asset Management Inc.500,000$10.46M2.3%N/A0.149%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.30,875$646K0.0%-4.6%0.009%
7/28/2025 IFG Advisors LLC87,889$1.84M0.3%+5.5%0.026%
7/28/2025 Mutual Advisors LLC12,990$272K0.0%N/A0.004%
7/28/2025 Harbour Investments Inc.11,520$241K0.0%+10.9%0.003%
7/28/2025 J.Safra Asset Management Corp149,007$3.11M0.2%+4.4%0.045%
7/28/2025 TD Asset Management Inc4,608,001$96.40M0.1%-8.9%1.377%
7/25/2025 NorthRock Partners LLC2,292$48K0.0%-22.1%0.001%
7/25/2025 Atria Wealth Solutions Inc.45,494$954K0.0%-53.3%0.014%
7/25/2025 Envestnet Portfolio Solutions Inc.485,874$10.16M0.0%-5.9%0.145%
7/25/2025 Concord Asset Management LLC VA29,844$624K0.1%N/A0.009%
7/25/2025 Sequoia Financial Advisors LLC95,324$1.99M0.0%-66.6%0.028%
7/25/2025 Total Clarity Wealth Management Inc.67,443$1.41M0.4%-34.4%0.020%
7/25/2025 MGO One Seven LLC50,537$1.06M0.0%+31.1%0.015%
7/25/2025 CWM LLC64,632$1.35M0.0%-2.0%0.019%
7/25/2025 Concurrent Investment Advisors LLC155,923$3.26M0.1%+34.3%0.047%
7/25/2025 Apollon Wealth Management LLC88,664$1.86M0.0%-14.3%0.026%
7/24/2025 Forefront Analytics LLC27,105$567K0.5%+177.0%0.008%
7/24/2025 Pinion Investment Advisors LLC10,868$227K0.1%-93.2%0.003%
7/24/2025 Blair William & Co. IL21,113$442K0.0%+2.8%0.006%
7/24/2025 Mainstay Capital Management LLC ADV22,012$460K0.0%+73.1%0.007%
7/24/2025 Copperwynd Financial LLC11,461$240K0.1%N/A0.003%
7/24/2025 US Bancorp DE33,730$706K0.0%+17.6%0.010%
7/23/2025 Eagle Strategies LLC19,245$403K0.1%+65.2%0.006%
7/23/2025 Clear Creek Financial Management LLC92,048$1.93M0.2%+18.2%0.027%
7/23/2025 Castle Rock Wealth Management LLC20,798$435K0.1%-19.6%0.006%
7/23/2025 TI Trust Inc.156,536$3.28M2.2%+16.0%0.047%
7/23/2025 Friedenthal Financial10,358$217K0.1%+14.2%0.003%
7/23/2025 DMC Group LLC23,956$501K0.4%-50.0%0.007%
7/23/2025 Gentry Private Wealth LLC15,762$330K0.3%-79.7%0.005%
7/23/2025 Elm3 Financial Group LLC21,501$450K0.4%-8.3%0.006%
7/23/2025 Motiv8 Investments LLC41,506$868K0.5%-23.5%0.012%
7/22/2025 Sage Financial Group Inc.71,107$1.49M0.1%-22.4%0.021%
7/22/2025 DAVENPORT & Co LLC16,655$348K0.0%+4.8%0.005%
7/22/2025 Valpey Financial Services LLC106,661$2.23M1.5%N/A0.032%
7/22/2025 Global Assets Advisory LLC20,092$421K0.2%N/A0.006%
7/22/2025 Grimes & Company Inc.169,224$3.54M0.1%-98.3%0.050%
7/22/2025 Merit Financial Group LLC246,178$5.15M0.1%-25.4%0.073%
7/22/2025 Simplicity Wealth LLC64,636$1.35M0.1%-82.8%0.019%
7/22/2025 Wealthcare Capital Partners LLC23,106$483K0.2%+9.5%0.007%
7/22/2025 Wealthcare Capital Management LLC26,650$558K0.1%-7.3%0.008%
7/22/2025 Wealthcare Advisory Partners LLC970,098$20.29M0.5%+5.2%0.289%
7/21/2025 AEGON USA Investment Management LLC36,000$753K0.6%-49.3%0.011%
7/21/2025 Ameriflex Group Inc.1,712$36K0.0%+213.6%0.001%
7/21/2025 Creative Capital Management Investments LLC5,583$117K0.0%-17.9%0.002%
7/21/2025 Ameritas Advisory Services LLC29,620$620K0.0%+2.5%0.009%
7/21/2025 Yeomans Consulting Group Inc.321,232$6.72M2.8%-48.5%0.096%
7/21/2025 Triad Wealth Partners LLC13,427$281K0.1%-4.9%0.004%
7/21/2025 Mirae Asset Global Investments Co. Ltd.45,774$958K0.0%-30.6%0.014%
7/18/2025 SimpliFi Inc.20,528$429K0.2%+4.7%0.006%
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7/18/2025 Naples Global Advisors LLC15,335$321K0.0%+4.8%0.005%
7/18/2025 Bartlett & CO. Wealth Management LLC1,314$27K0.0%N/A0.000%
7/18/2025 PFG Investments LLC16,894$353K0.0%+4.3%0.005%
7/18/2025 Consolidated Portfolio Review Corp15,493$324K0.0%-5.9%0.005%
7/18/2025 Truist Financial Corp431,550$9.03M0.0%+13.2%0.129%
7/18/2025 First United Bank & Trust26,323$551K0.2%-11.2%0.008%
7/17/2025 Greenleaf Trust30,185$631K0.0%N/A0.009%
7/17/2025 K2 Financial Inc.23,954$503K0.4%+3.7%0.007%
7/17/2025 HCR Wealth Advisors151,413$3.17M0.4%+1.9%0.045%
7/17/2025 Capital Investment Advisors LLC16,215$339K0.0%N/A0.005%
(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, 633 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. ($230.59M), The Manufacturers Life Insurance Company ($210.09M), Goldman Sachs Group Inc. ($182.44M), and Investment Management Corp of Ontario ($177.87M).Learn more on Invesco Senior Loan ETF's institutional investors.

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

Of the 548 institutional investors that purchased Invesco Senior Loan ETF's 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. ($19.61M), TD Asset Management Inc. ($18.63M), Ocean Park Asset Management LLC ($17.54M), Healthcare of Ontario Pension Plan Trust Fund ($16.50M), Goldman Sachs Group Inc. ($10.84M), 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 221,138,629 shares in the last 24 months. This purchase volume represents approximately $4.64B in transactions.

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

Of the 248 institutional investors that sold Invesco Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TD Asset Management Inc ($14.02M), JPMorgan Chase & Co. ($12.59M), Grimes & Company Inc. ($10.06M), International Assets Investment Management LLC ($6.43M), Advisory Alpha LLC ($6.24M), Wellington Management Group LLP ($5.55M), and Lord Abbett & CO. LLC ($4.82M).

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

Institutional investors have sold a total of 115,424,931 shares in the last 24 months. This volume of shares sold represents approximately $2.41B in transactions.



This page (NYSEARCA:BKLN) was last updated on 8/5/2025 by MarketBeat.com Staff
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