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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.57 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Senior Loan ETF (NYSEARCA:BKLN)

Number of
Institutional Buyers
(last 12 months)
355
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$1.17B
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BKLN Institutional Buying and Selling by Quarter

Invesco Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC5,861$120K0.0%N/A0.002%
8/12/2026 Adventist Health System Sunbelt Healthcare Corp493,800$10.06M0.3%N/A0.149%
8/12/2026 Shelter Mutual Insurance Co198,589$5.33M1.1%N/A0.060%
8/6/2026 Clearstead Trust LLC10,351$211K0.0%N/A0.003%
7/10/2026 FORM Wealth Advisors LLC533,675$10.87M1.2%+70.4%0.152%
7/10/2026 Fiduciary Financial Group LLC163,389$3.33M0.4%+15.4%0.047%
7/10/2026 Ocean Park Asset Management LLC5,118,118$104.26M5.0%-32.4%1.458%
7/10/2026 Wealthcare Advisory Partners LLC715,314$14.57M0.3%+17.9%0.204%
7/9/2026 Wealthcare Capital Partners LLC36,902$752K0.3%+11.4%0.011%
7/9/2026 Wealthcare Capital Management LLC41,537$846K0.1%+13.8%0.012%
7/9/2026 GoalVest Advisory LLC24,118$491K0.1%-14.8%0.007%
7/9/2026 Aletheian Wealth Advisors LLC87,962$1.79M0.8%+3.8%0.025%
7/9/2026 Tactive Advisors LLC26,495$540K0.1%+14.3%0.008%
7/9/2026 Everpar Advisors LLC24,599$501K0.1%+17.7%0.007%
7/8/2026 Matthew Goff Investment Advisor LLC447,190$9.11M1.5%+7.5%0.127%
7/8/2026 Apella Capital LLC71,863$1.47M0.0%+1.7%0.020%
7/7/2026 Mechanics Bank Trust Department538,476$10.97M1.4%-12.1%0.153%
7/7/2026 Dynamic Advisor Solutions LLC36,327$740K0.0%+7.8%0.010%
7/7/2026 Value Investment Professionals LLC10,358$211K0.2%N/A0.003%
7/6/2026 Bangor Savings Bank11,268$230K0.0%-14.9%0.003%
6/18/2026Western Wealth Management LLC28,575$583K0.0%+174.3%0.009%
6/3/2026DV Trading LLC25,300$516K0.0%N/A0.008%
6/3/2026 NewEdge Advisors LLC33,375$681K0.0%-38.6%0.010%
5/28/2026 Blue Fin Capital Inc.173,088$3.53M0.6%+4.7%0.053%
5/22/2026Wellington Grp LLC816,513$16.67M5.1%-5.8%0.250%
5/22/2026 Verus Capital Partners LLC22,792$465K0.0%-75.3%0.007%
5/20/2026Oaktree Capital Management LP200,020$4.08M0.1%N/A0.061%
5/19/2026Western Wealth Management LLC28,575$583K0.0%+174.3%0.009%
5/19/2026 NewEdge Advisors LLC22,788$465K0.0%-58.1%0.007%
5/19/2026Bank of America Corp DE4,684,640$95.61M0.0%-47.1%1.436%
5/19/2026 Edgestream Partners L.P.50,363$1.03M0.0%-58.7%0.015%
5/19/2026Oaktree Capital Management LP200,020$4.08M0.1%N/A0.061%
5/19/2026Centaurus Financial Inc.16,929$346K0.0%+36.4%0.005%
5/19/2026Cim LLC552,752$11.28M1.6%+2.5%0.169%
5/19/2026Strategic Investment Advisors MI1,171,384$23.91M1.7%+22.2%0.359%
5/19/2026 Arkadios Wealth Advisors90,771$1.85M0.0%N/A0.028%
5/18/2026 Amundi639,686$13.06M0.0%N/A0.196%
5/18/2026Readystate Asset Management LP41,786$853K0.0%N/A0.013%
5/18/2026Royal Bank of Canada637,489$13.01M0.0%-1.6%0.195%
5/16/2026The Manufacturers Life Insurance Company71,181$1.45M0.0%-82.9%0.022%
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5/16/2026 Mittelman Wealth Management153,160$3.13M1.9%+15.0%0.047%
5/15/2026 Gateway Wealth Partners LLC26,147$534K0.0%N/A0.008%
5/15/2026Matrix Private Capital Group LLC168,976$3.45M1.7%N/A0.052%
5/15/2026Pacific Asset Management LLC1,804,072$36.82M18.1%-41.1%0.526%
5/15/2026Waverly Advisors LLC73,953$1.51M0.0%-1.6%0.023%
5/15/2026 Adventist Health System Sunbelt Healthcare Corp493,800$10.08M0.4%N/A0.151%
5/14/2026Hilltop Holdings Inc.40,892$835K0.1%-31.1%0.013%
5/14/2026 Compound Planning Inc.10,308$210K0.0%N/A0.003%
5/14/2026Sei Investments Co.174,530$3.56M0.0%-95.3%0.053%
5/13/2026 Cetera Investment Advisers579,089$11.82M0.0%-17.9%0.177%
5/13/2026Icon Advisers Inc. Co.22,733$464K0.1%-78.9%0.007%
5/13/2026 Wealthspire Retirement LLC508,070$10.37M0.6%+11.4%0.156%
5/13/2026Cambridge Associates LLC MA ADV72,046$1.47M0.0%N/A0.022%
5/13/2026 First Citizens Bank & Trust Co.225,475$4.60M0.1%+0.6%0.069%
5/13/2026CI Investments Inc.58,850$1.20M0.0%-93.7%0.018%
5/13/2026 First Trust Advisors LP39,807$812K0.0%-3.6%0.012%
5/12/2026 CacheTech Inc.23,453$479K0.1%-14.3%0.007%
5/8/2026Symetra Investment Management Co3,597,095$73.42M6.4%+583.5%1.102%
5/7/2026 Balefire LLC32,767$669K0.1%N/A0.010%
5/7/2026 AlphaCentric Advisors LLC23,752$485K0.5%+17.3%0.007%
5/7/2026 Koss Olinger Consulting LLC817,772$16.69M1.4%N/A0.251%
5/6/2026Arcus Capital Partners LLC12,100$247K0.1%N/A0.004%
5/6/2026 Assetmark Inc.4,376,443$89.32M0.2%+8.7%1.341%
5/6/2026 Angeles Wealth Management LLC445,052$9.08M0.5%+8.6%0.136%
5/6/2026 Oder Investment Management LLC27,610$564K0.4%+7.4%0.008%
5/6/2026 Independent Financial Group LLC72,001$1.47M0.0%N/A0.022%
5/5/2026 Wealthfront Advisers LLC105,544$2.15M0.0%-12.1%0.032%
5/5/2026 D.A. Davidson & CO.674,820$13.77M0.1%+2.9%0.207%
5/5/2026 Bank of New York Mellon Corp2,479,580$50.61M0.0%-5.2%0.760%
5/5/2026 Geneos Wealth Management Inc.8,452$173K0.0%-10.6%0.003%
5/5/2026 LFA Lugano Financial Advisors SA7,570$154K0.1%+112.0%0.002%
5/5/2026 Sigma Planning Corp43,848$895K0.0%-11.1%0.013%
5/5/2026 Adell Harriman & Carpenter Inc.152,183$3.11M0.2%-1.1%0.047%
5/5/2026 Hillsdale Investment Management Inc.56,310$1.15M0.0%+70.6%0.017%
5/4/2026 Calamos Advisors LLC1,672,637$34.14M0.1%-25.6%0.513%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management28,306$578K0.0%N/A0.009%
5/2/2026 Financial Advisory Partners LLC221,119$4.51M1.3%+0.5%0.068%
5/2/2026 Global Assets Advisory LLC9,496$194K0.0%N/A0.003%
5/2/2026 International Assets Investment Management LLC6,025$123K0.0%-12.4%0.002%
5/2/2026 Diversify Wealth Management LLC4,117,328$84.74M1.5%+919.5%1.261%
5/1/2026 Welch & Forbes LLC10,214$208K0.0%-43.2%0.003%
5/1/2026 Fifth Third Bancorp225,142$4.60M0.0%+10,073.6%0.069%
5/1/2026 Simplicity Wealth LLC303,398$6.19M0.4%+1.4%0.093%
5/1/2026 Sequoia Financial Advisors LLC17,736$362K0.0%-26.8%0.005%
4/30/2026Hsbc Holdings PLC29,847$609K0.0%N/A0.009%
4/30/2026 Kestra Advisory Services LLC200,140$4.09M0.0%+8.9%0.062%
4/30/2026 First Interstate Bank30,565$624K0.0%+208.5%0.009%
4/29/2026 Integrated Advisors Network LLC27,469$561K0.0%-71.5%0.008%
4/28/2026 Appleton Partners Inc. MA161,495$3.30M0.2%+3.4%0.050%
4/28/2026 Ascentis Independent Advisors129,821$2.65M0.2%+148.4%0.040%
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4/28/2026 Cobblestone Asset Management LLC47,750$975K0.4%+16.4%0.015%
4/27/2026 PAX Financial Group LLC14,482$296K0.1%-21.6%0.005%
4/27/2026 Boyd Watterson Asset Management LLC OH12,073$246K0.1%-19.2%0.004%
4/27/2026 Private Advisor Group LLC83,479$1.70M0.0%-8.5%0.026%
4/25/2026 Eagle Bay Advisors LLC31,307$639K0.6%+2.4%0.010%
4/25/2026 4Thought Financial Group Inc.53,610$1.09M0.5%+282.5%0.017%
4/24/2026 Horizon Wealth Management LLC457,808$9.34M1.4%N/A0.144%
4/24/2026 American Institute for Advanced Investment Management LLP15,355$313K0.2%-3.6%0.005%
4/24/2026 Impact Partnership Wealth LLC108,103$2.21M0.3%+28.4%0.034%
4/23/2026 Flagstar Advisors Inc.46,877$957K0.3%+2.5%0.015%


BKLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 627 institutional investors and hedge funds held shares of Invesco Senior Loan ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($688.55M), TD Asset Management Inc. ($392.50M), Investment Management Corp of Ontario ($274.36M), Morgan Stanley ($259.22M), UBS Group AG ($214.60M), Charles Schwab Investment Management Inc. ($199.24M), and Invesco Ltd. ($183.34M).Learn more on Invesco Senior Loan ETF's institutional investors.

Of the 562 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: Ocean Park Asset Management LLC ($22.74M), Healthcare of Ontario Pension Plan Trust Fund ($20.28M), Liberty Mutual Group Asset Management Inc. ($19.61M), TD Asset Management Inc. ($18.63M), Bank of America Corp DE ($10.22M), Goldman Sachs Group Inc. ($7.06M), and International Assets Investment Management LLC ($6.45M).

Institutional investors have bought a total of 87,502,107 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Of the 196 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: JPMorgan Chase & Co. ($7.19M), Ocean Park Asset Management LLC ($4.75M), Bank of America Corp DE ($4.18M), Sei Investments Co. ($3.50M), Lord Abbett & CO. LLC ($3.49M), Pacific Asset Management LLC ($3.31M), and Renaissance Technologies LLC ($3.15M).

Institutional investors have sold a total of 56,375,062 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.


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Institutional ownership data for NYSEARCA:BKLN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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