Invesco Senior Loan ETF (BKLN) Institutional Ownership

$21.06
+0.06 (+0.29%)
(As of 09:57 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
314
Total
Institutional Inflows
(last 12 months)
$2.04B
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
4/23/2024Global Retirement Partners LLC89,603$1.90M0.1%+26.4%0.026%
4/23/2024Mason & Associates Inc1,295,417$27.40M7.3%-24.0%0.369%
4/23/2024Sweet Financial Partners LLC20,784$440K0.1%-20.3%0.006%
4/23/2024McAdam LLC323,755$6.85M0.4%+7.1%0.092%
4/23/2024Regatta Capital Group LLC12,822$271K0.1%N/A0.004%
4/23/2024Strategic Blueprint LLC34,874$738K0.1%-15.0%0.010%
4/23/2024Raymond James Financial Services Advisors Inc.672,249$14.22M0.0%+32.2%0.191%
4/22/2024Strategic Financial Concepts LLC72,804$1.54M0.4%N/A0.021%
4/22/2024PFG Investments LLC26,957$570K0.0%N/A0.008%
4/22/2024Family Investment Center Inc.901,715$19.07M6.1%+3,843.3%0.257%
4/22/2024Drive Wealth Management LLC34,701$734K0.2%N/A0.010%
4/22/2024Raymond James & Associates1,074,214$22.72M0.0%-3.3%0.306%
4/22/2024Everpar Advisors LLC18,308$387K0.2%+3.1%0.005%
4/22/2024BTS Asset Management Inc.8,419$178K0.1%N/A0.002%
4/19/2024DMC Group LLC102,143$2.16M1.9%+4.4%0.029%
4/19/2024JTC Employer Solutions Trustee Ltd1,660$35K0.0%-44.9%0.000%
4/19/2024Tradewinds Capital Management LLC75,772$1.60M0.4%+2.0%0.022%
4/18/2024Congress Wealth Management LLC DE 315,607$6.68M0.1%-1.6%0.090%
4/18/2024Hexagon Capital Partners LLC24,933$527K0.1%-18.6%0.007%
4/18/2024Miracle Mile Advisors LLC776,205$16.42M0.4%-7.5%0.221%
4/18/2024Fifth Third Securities Inc.338,489$7.16M0.7%-14.9%0.096%
4/17/2024Grimes & Company Inc.8,820,897$186.56M5.7%+3.0%2.512%
4/17/2024Burns J W & Co. Inc. NY21,750$460K0.1%-3.8%0.006%
4/17/2024Hennion & Walsh Asset Management Inc.37,146$786K0.0%-60.1%0.011%
4/16/2024Capital Asset Advisory Services LLC10,756$227K0.0%N/A0.003%
4/16/2024Transform Wealth LLC959,550$20.29M1.9%+51.4%0.273%
4/16/2024Wealth Enhancement Advisory Services LLC95,968$2.03M0.0%+7.6%0.027%
4/15/2024Wealthcare Capital Management LLC47,429$1.00M0.1%-28.0%0.014%
4/15/2024Wealthcare Advisory Partners LLC651,243$13.77M0.5%+9.9%0.185%
4/15/2024RFG Holdings Inc.1,433,583$30.32M12.8%+8.3%0.408%
4/15/2024Aletheian Wealth Advisors LLC60,124$1.27M0.7%+8.6%0.017%
4/15/2024Future Financial Wealth Managment LLC1,230$26K0.0%N/A0.000%
4/15/2024Sunbelt Securities Inc.11,302$239K0.0%+549.2%0.003%
4/15/2024Flagstar Advisors Inc.39,355$832K0.2%+7.7%0.011%
4/15/2024Counterpoint 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%
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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%
3/15/2024Hart & 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%
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%
2/13/2024Stephens Inc. AR437,120$9.26M0.2%-2.2%0.227%
2/13/2024Tower Research Capital LLC TRC3,336$71K0.0%-52.0%0.002%
2/13/2024Copperwynd Financial LLC9,726$206K0.1%N/A0.005%
2/13/2024Goldman Sachs Group Inc.6,640,526$140.65M0.0%+106.5%3.448%
2/13/2024CIBC Private Wealth Group LLC100,322$2.13M0.0%-10.0%0.052%
2/13/2024Beacon Bridge Wealth Partners LLC10,627$225K0.1%-28.9%0.006%
2/13/2024CIBC Asset Management Inc687,521$14.56M0.1%+51.9%0.357%
2/13/2024The Manufacturers Life Insurance Company 4,732,126$100.23M0.1%+9.8%2.457%
2/13/2024Prevail Innovative Wealth Advisors LLC119,247$2.53M1.2%+34.6%0.062%
2/13/2024Coco Enterprises LLC133,316$2.82M2.1%+6,559.1%0.069%
2/13/20241607 Capital Partners LLC328,200$6.95M0.5%+143.3%0.170%
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2/12/2024Global Endowment Management LP85,000$1.80M0.2%-15.0%0.044%
2/12/2024Adams Wealth Management60,552$1.28M0.4%-2.5%0.031%
2/12/2024Avestar Capital LLC13,500$286K0.0%+8.0%0.007%
2/12/2024Roundview Capital LLC33,841$717K0.1%-86.1%0.018%
2/12/2024J. W. Coons Advisors LLC16,250$344K0.1%N/A0.008%
2/12/2024Focus Financial Network Inc. ADV25,564$541K0.0%N/A0.013%
2/12/2024Parallel Advisors LLC22,257$471K0.0%-64.2%0.012%
2/12/2024Beta Wealth Group Inc.28,484$603K0.3%-15.9%0.015%
2/12/2024Hilltop Holdings Inc.140,164$2.97M0.3%+10.4%0.073%
2/12/2024Chesapeake Capital Corp IL137,126$2.90M2.1%N/A0.071%
(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 461 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 206,460,637 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

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

Of the 340 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 97,496,462 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.


This page (NYSEARCA:BKLN) was last updated on 4/24/2024 by MarketBeat.com Staff

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