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Invesco Senior Loan ETF (BKLN) Institutional Ownership

Invesco Senior Loan ETF logo
$20.47 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
401
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$1.74B
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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
5/22/2026Wellington Grp LLC816,513$16.67M5.1%-5.8%0.250%
5/22/2026Verus Capital Partners LLC22,792$465K0.0%-75.3%0.007%
5/20/2026 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 Company 71,181$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 Aristotle Pacific Capital LLC1,804,072$36.82M29.9%-41.1%0.553%
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%
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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%
4/30/2026 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%
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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%


BKLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 642 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 583 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).

Institutional investors have bought a total of 105,067,748 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Of the 253 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: Grimes & Company Inc. ($10.06M), JPMorgan Chase & Co. ($7.19M), Bank of America Corp DE ($4.18M), Sei Investments Co. ($3.50M), Lord Abbett & CO. LLC ($3.49M), Renaissance Technologies LLC ($3.15M), and Invesco Ltd. ($2.54M).

Institutional investors have sold a total of 83,495,552 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


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This page (NYSEARCA:BKLN) was last updated on 5/25/2026 by MarketBeat.com Staff.
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