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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.59 +0.03 (+0.15%)
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)
354
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$1.35B
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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
8/26/2026 Wellington Grp LLC861,413$17.55M4.4%+5.5%0.259%
8/23/2026 Readystate Asset Management LP18,768$382K0.0%-55.1%0.006%
8/23/2026 Ameritas Advisory Services LLC29,508$601K0.0%+147.5%0.009%
8/23/2026 Asset Allocation Strategies LLC110,936$2.26M0.3%-37.4%0.033%
8/23/2026 Angeles Wealth Management LLC443,742$9.04M0.3%-0.3%0.134%
8/22/2026 Advisory Solutions Group LLC59,053$1.20M0.4%N/A0.018%
8/22/2026 Compass Financial Management LLC5,861$120K0.0%N/A0.002%
8/22/2026 NI Acquisitions Company LLC7,422$197K0.1%N/A0.002%
8/22/2026 Highland Investment Advisors LLC6,888$140K0.1%N/A0.002%
8/22/2026 K2 Financial Inc.13,120$327K0.2%N/A0.004%
8/22/2026 TD Waterhouse Canada Inc.37,280$759K0.0%-21.3%0.011%
8/22/2026 Concurrent Investment Advisors LLC210,735$4.29M0.0%-27.8%0.063%
8/21/2026 Continuum Advisory LLC8,609$175K0.0%N/A0.003%
8/21/2026 Triumph Capital Management69,264$1.41M0.2%+11.3%0.021%
8/20/2026 Community Bank & Trust Waco Texas20,623$420K0.1%+14.7%0.006%
8/20/2026 Nwam LLC15,924$324K0.0%-10.5%0.005%
8/20/2026 Piedmont Capital Management LLC245,326$5.00M2.5%+5.6%0.074%
8/20/2026 American Beacon Advisors Inc.126,700$2.58M18.7%N/A0.038%
8/19/2026 Wellington Management Group LLP4,253,943$86.65M0.0%-73.0%1.281%
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%
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%0.026%
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%
6/18/2026 Western Wealth Management LLC28,575$583K0.0%+174.3%0.009%
6/3/2026 DV Trading LLC25,300$516K0.0%N/A0.008%
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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%
5/22/2026 Wellington Grp LLC816,513$16.67M5.1%-5.8%0.250%
5/22/2026 Verus Capital Partners LLC22,792$465K0.0%-75.3%0.007%
5/20/2026 Oaktree Capital Management LP200,020$4.08M0.1%N/A0.061%
5/19/2026 Western Wealth Management LLC28,575$583K0.0%+174.3%0.009%
5/19/2026 NewEdge Advisors LLC22,788$465K0.0%-58.1%0.007%
5/19/2026 Bank 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%
5/19/2026 Oaktree Capital Management LP200,020$4.08M0.1%N/A0.061%
5/19/2026 Centaurus Financial Inc.16,929$346K0.0%+36.4%0.005%
5/19/2026 Cim LLC552,752$11.28M1.6%+2.5%0.169%
5/19/2026 Strategic 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%
5/18/2026 Readystate Asset Management LP41,786$853K0.0%N/A0.013%
5/18/2026 Royal Bank of Canada637,489$13.01M0.0%-1.6%0.195%
5/16/2026 The Manufacturers Life Insurance Company71,181$1.45M0.0%-82.9%0.022%
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%
5/15/2026 Matrix Private Capital Group LLC168,976$3.45M1.7%N/A0.052%
5/15/2026 Pacific Asset Management LLC1,804,072$36.82M18.1%-41.1%0.526%
5/15/2026 Waverly 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%
5/14/2026 Hilltop Holdings Inc.40,892$835K0.1%-31.1%0.013%
5/14/2026 Compound Planning Inc.10,308$210K0.0%N/A0.003%
5/14/2026 Sei 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%
5/13/2026 Icon 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%
5/13/2026 Cambridge 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%
5/13/2026 CI 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%
5/8/2026 Symetra 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%
5/6/2026 Arcus 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%
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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%


BKLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 626 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 560 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), TD Asset Management Inc. ($18.63M), Bank of America Corp DE ($10.22M), Goldman Sachs Group Inc. ($7.06M), International Assets Investment Management LLC ($6.45M), and Lord Abbett & CO. LLC ($6.34M).

Institutional investors have bought a total of 81,290,287 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

Of the 194 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: Wellington Management Group LLP ($11.77M), 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), and Pacific Asset Management LLC ($3.31M).

Institutional investors have sold a total of 64,901,508 shares in the last 24 months. This volume of shares sold represents approximately $1.35B 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 8/26/2026. New 13F filings are added each quarter as they're published.
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