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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.63 +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)
425
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$2.12B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp2,479,580$50.61M0.0%-5.2%0.760%
5/5/2026Geneos Wealth Management Inc.8,452$173K0.0%-10.6%0.003%
5/5/2026LFA 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%
4/30/2026 Hsbc 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%
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%
4/23/2026 Simmons Bank10,410$212K0.0%N/A0.003%
4/23/2026 Asset Allocation Strategies LLC177,183$3.62M0.6%-10.8%0.056%
4/23/2026 Apollon Wealth Management LLC17,249$352K0.0%-59.5%0.005%
4/23/2026 Pasadena Private Wealth LLC30,450$621K0.1%+1.7%0.010%
4/22/2026 Bay Capital Advisors LLC151,685$3.10M1.9%-11.0%0.048%
4/22/2026 Janney Montgomery Scott LLC378,103$7.72M0.0%-2.6%0.119%
4/22/2026 Realta Investment Advisors1,518$31K0.0%N/A0.000%
4/22/2026 WT Wealth Management137,770$2.81M0.8%+15.8%0.044%
4/22/2026 TigerOak Management L.L.C.315,410$6.44M2.0%+16.3%0.101%
4/21/2026 Sequent Planning LLC19,733$403K0.1%+5.7%0.006%
4/21/2026 First United Bank & Trust46,062$940K0.3%-16.8%0.015%
4/21/2026 AA Financial Advisors LLC65,204$1.33M0.2%+166.1%0.021%
4/21/2026 AEGON USA Investment Management LLC31,500$643K0.5%-50.0%0.010%
4/21/2026 Fiduciary Alliance LLC131,733$2.71M0.2%+1.8%0.042%
4/20/2026 Ritholtz Wealth Management244,522$4.99M0.1%+28.6%0.078%
4/20/2026 Auour Investments LLC144,519$2.95M0.9%N/A0.046%
4/20/2026 Apella Capital LLC70,664$1.46M0.0%N/A0.023%
4/18/2026 CENTRAL TRUST Co298,787$6.10M0.1%+5.1%0.096%
4/17/2026 First City Capital Management Inc.22,808$466K0.2%-3.6%0.007%
4/17/2026 Total Clarity Wealth Management Inc.50,305$1.03M0.2%-3.0%0.016%
4/17/2026 Signal Advisors Wealth LLC67,470$1.38M0.1%-34.1%0.022%
4/17/2026 Sovereign Financial Group Inc.35,580$726K0.1%N/A0.011%
4/17/2026 AdvisorNet Financial Inc307,736$6.28M0.3%+2.9%0.099%
4/17/2026 Community Bank & Trust Waco Texas17,977$367K0.1%+9.0%0.006%
4/17/2026 First Citizens Asset Management Inc.28,737$587K0.2%-2.5%0.009%
4/17/2026 Matthew Goff Investment Advisor LLC416,009$8.49M1.4%-1.1%0.133%
4/17/2026 Ocean Park Asset Management LLC7,573,158$154.57M7.7%+99.6%2.429%
4/17/2026 Brookstone Capital Management12,916$264K0.0%-13.0%0.004%
4/17/2026 Everstar Asset Management LLC18,400$376K0.2%-10.7%0.006%
4/16/2026 Tactive Advisors LLC23,177$473K0.1%+4.0%0.007%
4/16/2026 Founders Financial Securities LLC75,041$1.54M0.1%-53.7%0.024%
4/16/2026 RFG Holdings Inc.763,745$15.59M3.9%-59.6%0.245%
3/20/2026Purpose Unlimited Inc.2,307$48K0.0%N/A0.001%
3/17/2026Rockefeller Capital Management L.P.2,652,139$55.70M0.1%+32.7%0.729%
3/13/2026 World Investment Advisors46,124$969K0.0%-12.5%0.013%
3/12/2026Winthrop Partners WNY LLC156,606$3.29M1.8%N/A0.043%
3/4/2026Valpey Financial Services LLC117,926$2.48M1.6%+5.2%0.032%
2/25/2026Tempo Wealth LLC110,389$2.32M0.4%N/A0.030%
2/23/2026Continental Investors Services Inc.31,012$643K0.8%-15.1%0.009%
2/20/2026Kovitz Investment Group Partners LLC142,122$2.99M0.1%+5.0%0.039%
2/19/2026Invesco Ltd.8,730,629$183.34M0.0%+1.5%2.399%
2/18/2026Strive Financial Group LLC4,254$89K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV251,969$5.29M0.0%+18.7%0.069%
2/18/2026Virtue Capital Management LLC179,674$3.78M0.1%+3,832.5%0.049%
2/18/2026Wealthspire Retirement LLC456,176$9.58M0.6%+3.2%0.125%
2/18/2026Beacon Pointe Advisors LLC97,772$2.05M0.0%+5.5%0.027%
2/18/2026First Citizens Bank & Trust Co.224,203$4.71M0.1%-4.9%0.062%
2/18/2026CacheTech Inc.27,361$575K0.1%-15.2%0.008%
2/18/2026NewEdge Advisors LLC54,399$1.14M0.0%+7.1%0.015%
2/18/2026Cim LLC539,176$11.32M1.5%+3.5%0.148%
2/18/2026Pacific Excel Wealth Advisors Inc.23,109$485K0.9%N/A0.006%
2/18/2026XTX Topco Ltd32,401$680K0.0%N/A0.009%
2/18/2026Adams Wealth Management27,361$575K0.1%-15.2%0.008%
2/18/2026Wellington Management Group LLP507,843$10.67M0.0%-33.0%0.140%
2/18/2026Strategic Investment Advisors MI958,217$20.12M1.7%+39.4%0.263%
2/18/2026Toronto Dominion Bank500,000$10.50M0.0%N/A0.137%
2/18/2026Sona Asset Management US LLC319,787$6.72M0.2%+91.2%0.088%
2/18/2026Millennium Management LLC451,650$9.49M0.0%N/A0.124%
2/18/2026Man Group plc1,981,983$41.62M0.1%-3.5%0.545%
2/18/2026IHT Wealth Management LLC10,907$229K0.0%+6.5%0.003%
2/18/2026Investment Management Corp of Ontario13,064,723$274.36M3.7%+39.4%3.590%
2/18/2026Argyle Capital Partners LLC16,076$338K0.2%-14.5%0.004%
2/18/20261607 Capital Partners LLC2,904,775$61M4.2%-33.4%0.798%
2/17/2026Guggenheim Capital LLC923,204$19.39M0.1%-3.1%0.254%
2/17/2026 Integrated Advisors Network LLC96,253$2.02M0.1%-8.8%0.026%
2/17/2026EFG International AG24,445$513K0.0%N/A0.007%
2/17/2026Cetera Investment Advisers704,984$14.81M0.0%-7.5%0.194%
2/17/2026Hilltop Holdings Inc.59,388$1.25M0.1%-43.5%0.016%


BKLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKLN shares?

During the previous two years, 643 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), Bank of America Corp DE ($208.12M), and Charles Schwab Investment Management Inc. ($199.24M).Learn more on Invesco Senior Loan ETF's institutional investors.

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

Of the 587 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 ($6.46M).

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

Institutional investors have bought a total of 126,118,583 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

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

Of the 267 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 ($15.18M), Grimes & Company Inc. ($10.06M), Lord Abbett & CO. LLC ($7.72M), JPMorgan Chase & Co. ($7.19M), Wellington Management Group LLP ($4.01M), Invesco Ltd. ($3.43M), and Advisory Alpha LLC ($3.18M).

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

Institutional investors have sold a total of 101,653,034 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.


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This page (NYSEARCA:BKLN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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