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Invesco Senior Loan ETF (BKLN) Institutional Ownership

$21.10
0.00 (0.00%)
(As of 05/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$2.15B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
5/24/2024 Cetera Advisors LLC118,964$2.52M0.0%+80.0%0.035%
5/24/2024 Cetera Investment Advisers489,391$10.35M0.0%+347.0%0.146%
5/24/2024 Invst LLC41,314$873K0.1%-12.6%0.012%
5/22/2024 First City Capital Management Inc.31,080$657K0.4%-8.3%0.009%
5/21/2024 Atria Investments Inc1,587,497$33.58M0.5%+24.2%0.473%
5/20/2024 Independent Wealth Network Inc.44,826$948K0.4%+1.8%0.013%
5/20/2024 Adams Wealth Management64,691$1.37M0.3%+6.8%0.019%
5/20/2024 Cim LLC460,770$9.75M1.5%+4.1%0.137%
5/17/2024 Rokos Capital Management LLP1,000,000$21.15M0.1%N/A0.298%
5/17/2024 First Citizens Asset Management Inc.29,432$622K0.2%-3.7%0.009%
5/17/2024 Vima LLC42,389$882K0.2%-5.8%0.013%
5/17/2024 iA Global Asset Management Inc.1,143,100$24.18M0.3%+351.6%0.340%
5/17/2024 Garner Asset Management Corp71,199$1.51M0.8%N/A0.021%
5/17/2024 Comerica Bank251,095$5.31M0.0%-6.9%0.075%
5/17/2024 Hancock Whitney Corp43,309$916K0.0%+161.5%0.013%
5/17/2024 Coppell Advisory Solutions Corp.34,277$725K0.1%N/A0.010%
5/17/2024 Tidal Investments LLC162,803$3.44M0.1%+1.4%0.048%
5/17/2024 Creekmur Asset Management LLC1,171$25K0.0%-74.2%0.000%
5/16/2024 Jane Street Group LLC398,436$8.43M0.0%-90.5%0.119%
5/16/2024 B. Riley Wealth Advisors Inc.29,427$618K0.0%-2.5%0.009%
5/16/2024 Waverly Advisors LLC85,446$1.81M0.0%N/A0.025%
5/15/2024 Public Employees Retirement System of Ohio2,126,603$44.98M0.2%N/A0.633%
5/15/2024 Price T Rowe Associates Inc. MD656,100$13.88M0.0%-86.3%0.195%
5/14/2024 Toronto Dominion Bank1,800,000$38.07M0.1%N/A0.536%
5/14/2024 Advisors Asset Management Inc.22,053$466K0.0%+22.6%0.007%
5/14/2024 Axxcess Wealth Management LLC10,756$227K0.0%N/A0.003%
5/14/2024 Wellington Wealth Strategies LLC.211,736$4.48M2.1%-0.6%0.063%
5/14/2024 DSC Meridian Capital LP573,185$12.12M3.7%-52.5%0.171%
5/14/2024 National Bank of Canada FI2,601,677$55.14M0.1%+154.0%0.775%
5/13/2024 Ameritas Investment Partners Inc.6,841$145K0.0%-12.6%0.002%
5/11/2024 Cliffwater LLC5,944$125K0.0%N/A0.002%
5/11/2024 Trustmark National Bank Trust Department447,581$9.47M0.8%-1.1%0.133%
5/11/2024 Hillsdale Investment Management Inc.25,500$539K0.0%+10.3%0.008%
5/11/2024 Continental Investors Services Inc.33,666$712K1.7%+3.1%0.010%
5/11/2024 Edgestream Partners L.P.227,356$4.81M0.2%+122.9%0.068%
5/10/2024 Osaic Holdings Inc.904,664$19.14M0.0%-19.1%0.269%
5/10/2024 Courage Capital Management LLC238,000$5.03M14.6%N/A0.071%
5/10/2024 Chesapeake Capital Corp IL102,461$2.17M1.6%-25.3%0.031%
5/10/2024 Prevail Innovative Wealth Advisors LLC121,847$2.58M1.0%+2.2%0.036%
5/10/2024 Forge First Asset Management Inc.2,092,400$44.23M13.9%N/A0.623%
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5/10/2024 Nwam LLC18,550$392K0.0%-61.9%0.006%
5/9/2024 Orion Portfolio Solutions LLC94,886$2.01M0.0%+290.5%0.028%
5/9/2024 Kingsview Wealth Management LLC62,243$1.32M0.0%+4.9%0.019%
5/9/2024 First Eagle Investment Management LLC236,867$5.01M0.0%N/A0.071%
5/9/2024 Charles Schwab Investment Advisory Inc.3,951,565$83.58M0.1%+0.9%1.177%
5/9/2024 Angeles Wealth Management LLC737,784$15.60M1.6%+12.7%0.220%
5/8/2024 Bell Investment Advisors Inc1,683$36K0.0%+41.7%0.001%
5/8/2024 Advisors Preferred LLC489,510$10.35M1.7%-40.9%0.146%
5/8/2024 Paladin Advisory Group LLC7,588$160K0.1%-9.8%0.002%
5/8/2024 Great Diamond Partners LLC120,927$2.56M0.6%+0.5%0.036%
5/8/2024 US Bancorp DE37,097$785K0.0%-46.2%0.011%
5/8/2024 Park Avenue Institutional Advisers LLC355,000$7.51M16.6%N/A0.106%
5/8/2024 Headlands Technologies LLC38,954$824K0.2%N/A0.012%
5/8/2024 Inspire Advisors LLC309,387$6.54M0.9%N/A0.092%
5/8/2024 Donoghue Forlines LLC230,427$4.87M1.4%+87.2%0.069%
5/7/2024 Verus Capital Partners LLC9,826$208K0.0%N/A0.003%
5/7/2024 Sei Investments Co.2,763,532$58.45M0.1%-4.8%0.823%
5/7/2024 Concurrent Investment Advisors LLC45,248$957K0.0%N/A0.013%
5/7/2024 Significant Wealth Partners LLC164,523$3.48M2.3%+931.8%0.049%
5/7/2024 Oppenheimer & Co. Inc.33,837$716K0.0%+19.5%0.010%
5/7/2024 Guardian Asset Advisors LLC42,382$896K0.7%+52.4%0.013%
5/7/2024 Howard Wealth Management LLC46,980$994K0.8%-2.1%0.014%
5/7/2024 SG Americas Securities LLC1,120,486$23.70M0.1%-31.2%0.334%
5/7/2024 Empowered Funds LLC1,061,571$22.45M0.4%-1.0%0.316%
5/6/2024 Envestnet Portfolio Solutions Inc.421,626$8.92M0.0%+58.6%0.126%
5/6/2024 Advisory Alpha LLC2,831,570$59.89M2.5%+60.0%0.843%
5/4/2024 Geneos Wealth Management Inc.4,718$100K0.0%+21.9%0.001%
5/4/2024 Riggs Asset Managment Co. Inc.127,649$2.70M0.8%-4.4%0.038%
5/4/2024 WBI Investments LLC15,504$328K0.1%-49.1%0.005%
5/4/2024 Csenge Advisory Group26,495$560K0.0%+33.2%0.008%
5/3/2024 AA Financial Advisors LLC11,521$244K0.1%+4.3%0.003%
5/3/2024 Central Pacific Bank Trust Division105,695$2.23M0.3%N/A0.031%
5/2/2024 Lwmg LLC9,856$208K0.0%N/A0.003%
5/2/2024 Almanack Investment Partners LLC.1,304,595$27.59M4.7%-3.7%0.389%
5/2/2024 BNP Paribas5,849,301$123.71M5.8%N/A1.742%
5/2/2024 Moloney Securities Asset Management LLC515,736$10.91M1.6%-1.0%0.154%
5/1/2024 Janney Montgomery Scott LLC287,881$6.09M0.0%+24.6%0.086%
5/1/2024 Mirae Asset Global Investments Co. Ltd.77,578$1.64M0.0%-54.3%0.023%
5/1/2024 Retirement Group LLC3,982$84K0.0%+194.5%0.001%
5/1/2024 Mission Wealth Management LP147,236$3.11M0.1%+7.3%0.044%
5/1/2024 Wambolt & Associates LLC45,371$959K0.3%-36.8%0.014%
5/1/2024 Diversify Advisory Services LLC2,776,595$58.70M3.5%N/A0.827%
4/30/2024 Private Advisor Group LLC58,467$1.24M0.0%-70.1%0.017%
4/30/2024 J.W. Cole Advisors Inc.30,987$655K0.0%+27.7%0.009%
4/30/2024 Hartline Investment Corp341,842$7.23M1.3%N/A0.097%
4/30/2024Concord Wealth Partners793,071$16.77M3.0%+8.9%0.226%
4/30/2024 Naples Global Advisors LLC16,860$357K0.0%-22.5%0.005%
4/30/2024 Perigon Wealth Management LLC127,144$2.69M0.1%+24.8%0.036%
4/30/2024 Hutchens & Kramer Investment Management Group LLC10,336$219K0.1%-72.4%0.003%
4/29/2024Commonwealth Equity Services LLC158,597$3.35M0.0%-55.7%0.045%
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4/29/2024 Greenleaf Trust9,600$203K0.0%N/A0.003%
4/29/2024 Benjamin Edwards Inc.27,145$574K0.1%N/A0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.17,419$369K0.0%N/A0.005%
4/29/2024 Onyx Bridge Wealth Group LLC191,473$4.04M0.7%+465.3%0.055%
4/29/2024 RWA Wealth Partners LLC520,070$11.00M0.1%+5,264.9%0.148%
4/29/2024 Kensington Asset Management LLC2,103,300$44.49M2.2%+10.5%0.599%
4/27/2024 K.J. Harrison & Partners Inc40,000$846K0.1%+23.1%0.011%
4/26/2024 UMB Bank n.a.45,491$962K0.0%-7.4%0.013%
4/26/2024 Clear Creek Financial Management LLC54,741$1.16M0.1%+227.4%0.016%
4/26/2024 Sumitomo Life Insurance Co.3,011,216$63.69M1.6%+1.9%0.857%
(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, 548 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), Goldman Sachs Group Inc. ($140.65M), BNP Paribas ($123.71M), 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 458 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. ($8.58M), Goldman Sachs Group Inc. ($6.85M), Barclays PLC ($6.76M), and BNP Paribas ($5.85M).

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

Institutional investors have bought a total of 217,945,605 shares in the last 24 months. This purchase volume represents approximately $4.53B in transactions.

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

Of the 329 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), Wright Fund Management LLC ($6.79M), Envestnet Asset Management Inc. ($6.38M), Barclays PLC ($4.19M), Price T Rowe Associates Inc. MD ($4.14M), and Jane Street Group LLC ($3.80M).

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

Institutional investors have sold a total of 98,261,758 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.


This page (NYSEARCA:BKLN) was last updated on 5/28/2024 by MarketBeat.com Staff

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