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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.47 -0.01 (-0.05%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$20.48 +0.01 (+0.05%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Senior Loan ETF (NYSEARCA:BKLN)

Number of
Institutional Buyers
(last 12 months)
361
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$1.34B
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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
10/14/2026B. Riley Wealth Advisors Inc.26,687$545K0.0%-73.7%0.009%
10/13/2026Mechanics Bank Trust Department532,908$10.89M1.5%-1.0%0.174%
10/13/2026Stegent Equity Advisors Inc.19,402$396K0.3%N/A0.006%
10/9/2026Balefire LLC30,271$618K0.1%-7.8%0.010%
10/9/2026Attessa Capital LLC10,784$220K0.1%N/A0.004%
10/9/2026First Heartland Consultants Inc.14,297$292K0.0%N/A0.005%
10/8/2026Farther Finance Advisors LLC26,596$543K0.0%-6.7%0.009%
10/8/2026CoreCap Advisors LLC6,997$143K0.0%-72.6%0.002%
10/8/2026Aletheian Wealth Advisors LLC100,586$2.06M0.8%+14.4%0.033%
10/8/2026Apella Capital LLC66,990$1.37M0.0%-6.8%0.022%
10/7/2026Worth Asset Management LLC11,972$245K0.1%N/A0.004%
10/6/2026Bangor Savings Bank7,182$147K0.0%N/A0.002%
10/5/2026Olistico Wealth LLC4,198$86K0.0%+47.5%0.001%
10/5/2026FC Advisory LLC64,354$1.32M0.3%-2.5%0.020%
10/2/2026 GoalVest Advisory LLC8,619$176K0.0%-64.3%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.299,236$6.10M0.0%+17.3%0.092%
9/23/2026Envestnet Asset Management Inc.2,774,406$56.52M0.0%+0.2%0.854%
9/9/2026The Manufacturers Life Insurance Company1,278,372$26.04M0.0%+1,695.9%0.385%
9/9/2026Sequoia Financial Advisors LLC13,422$273K0.0%-24.3%0.004%
9/9/2026Tidal Investments LLC76,557$1.56M0.0%+160.7%0.023%
9/9/2026WINTON GROUP Ltd2,179,806$44.40M1.4%+9.0%0.657%
9/9/2026Integrated Wealth Concepts LLC152,244$3.10M0.0%+6.3%0.046%
9/9/2026NewEdge Advisors LLC85,414$1.74M0.0%+155.9%0.026%
9/9/2026IFP Advisors Inc3,909$80K0.0%+158.5%0.001%
9/9/2026Baird Financial Group Inc.283,495$5.78M0.0%+15.0%0.085%
9/8/2026Waverly Advisors LLC75,878$1.55M0.0%+2.6%0.023%
9/4/2026Parkside Financial Bank & Trust3,326$68K0.0%+2,767.2%0.001%
8/26/2026Wellington Grp LLC861,413$17.55M4.4%+5.5%0.259%
8/23/2026Readystate Asset Management LP18,768$382K0.0%-55.1%0.006%
8/23/2026Ameritas Advisory Services LLC29,508$601K0.0%+147.5%0.009%
8/23/2026Asset Allocation Strategies LLC110,936$2.26M0.3%-37.4%0.033%
8/23/2026Angeles Wealth Management LLC443,742$9.04M0.3%-0.3%0.134%
8/22/2026Advisory Solutions Group LLC59,053$1.20M0.4%N/A0.018%
8/22/2026Compass Financial Management LLC5,861$120K0.0%N/A0.002%
8/22/2026NI Acquisitions Company LLC7,422$197K0.1%N/A0.002%
8/22/2026Highland Investment Advisors LLC6,888$140K0.1%N/A0.002%
8/22/2026K2 Financial Inc.13,120$327K0.2%N/A0.004%
8/22/2026TD Waterhouse Canada Inc.37,280$759K0.0%-21.3%0.011%
8/22/2026Concurrent Investment Advisors LLC210,735$4.29M0.0%-27.8%0.063%
8/21/2026Continuum Advisory LLC8,609$175K0.0%N/A0.003%
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8/21/2026Triumph Capital Management69,264$1.41M0.2%+11.3%0.021%
8/20/2026Community Bank & Trust Waco Texas20,623$420K0.1%+14.7%0.006%
8/20/2026Nwam LLC15,924$324K0.0%-10.5%0.005%
8/20/2026Piedmont Capital Management LLC245,326$5.00M2.5%+5.6%0.074%
8/20/2026American Beacon Advisors Inc.126,700$2.58M18.7%N/A0.038%
8/19/2026Wellington Management Group LLP4,253,943$86.65M0.0%-73.0%1.281%
8/12/2026Compass Financial Management LLC5,861$120K0.0%N/A0.002%
8/12/2026Adventist Health System Sunbelt Healthcare Corp493,800$10.06M0.3%N/A0.149%
8/12/2026Shelter Mutual Insurance Co198,589$5.33M1.1%N/A0.060%
7/10/2026FORM Wealth Advisors LLC533,675$10.87M1.2%+70.4%0.152%
7/10/2026Fiduciary Financial Group LLC163,389$3.33M0.4%+15.4%0.047%
7/10/2026Ocean Park Asset Management LLC5,118,118$104.26M5.0%-32.4%1.458%
7/10/2026Wealthcare Advisory Partners LLC715,314$14.57M0.3%+17.9%0.204%
7/9/2026Wealthcare Capital Partners LLC36,902$752K0.3%+11.4%0.011%
7/9/2026Wealthcare Capital Management LLC41,537$846K0.1%+13.8%0.012%
7/9/2026 GoalVest Advisory LLC24,118$491K0.1%-14.8%0.007%
7/9/2026Aletheian Wealth Advisors LLC87,962$1.79M0.8%+3.8%0.026%
7/9/2026Tactive Advisors LLC26,495$540K0.1%+14.3%0.008%
7/9/2026Everpar Advisors LLC24,599$501K0.1%+17.7%0.007%
7/8/2026Matthew Goff Investment Advisor LLC447,190$9.11M1.5%+7.5%0.127%
7/8/2026Apella Capital LLC71,863$1.47M0.0%+1.7%0.020%
7/7/2026Mechanics Bank Trust Department538,476$10.97M1.4%-12.1%0.153%
7/7/2026Dynamic Advisor Solutions LLC36,327$740K0.0%+7.8%0.010%
7/7/2026Value Investment Professionals LLC10,358$211K0.2%N/A0.003%
7/6/2026Bangor 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%
6/3/2026NewEdge Advisors LLC33,375$681K0.0%-38.6%0.010%
5/28/2026Blue 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%
5/22/2026Verus 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%
5/19/2026NewEdge 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%
5/19/2026Edgestream 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%
5/19/2026Arkadios Wealth Advisors90,771$1.85M0.0%N/A0.028%
5/18/2026Amundi639,686$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%
5/16/2026Mittelman Wealth Management153,160$3.13M1.9%+15.0%0.047%
5/15/2026Gateway 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%
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5/15/2026Adventist 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%
5/14/2026Compound Planning Inc.10,308$210K0.0%N/A0.003%
5/14/2026Sei Investments Co.174,530$3.56M0.0%-95.3%0.053%
5/13/2026Cetera Investment Advisers579,089$11.82M0.0%-17.9%0.177%
5/13/2026Icon Advisers Inc. Co.22,733$464K0.1%-78.9%0.007%
5/13/2026Wealthspire Retirement LLC508,070$10.37M0.6%+11.4%0.156%
5/13/2026Cambridge Associates LLC MA ADV72,046$1.47M0.0%N/A0.022%
5/13/2026First 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%


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 561 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 82,702,235 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Of the 195 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 64,525,074 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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