INVESCO SENIOR LOAN ETF BKLN
$20.35
-0.0% 52w: $19.49 – $20.46
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data19.4919.9720.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
503
-4 QoQ
13F value
$5.56B
-7.1% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.2×
$247.0M calls / $1.48B puts
Institutional value by quarter
Number of holders
Who owns BKLN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 17.2M | $351.4M | 0.0% | -4.4% |
| UBS Group AG | Bank broker | 16.8M | $343.2M | 0.1% | +64.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 15.8M | $321.9M | 0.1% | +3005.7% |
| MORGAN STANLEY | Bank broker | 13.1M | $267.9M | 0.0% | +6.3% |
| Investment Management Corp of Ontario | Other | 10.5M | $213.6M | 2.8% | -19.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 9.9M | $202.2M | 0.0% | +4.4% |
| Invesco Ltd. | Index provider | 8.7M | $177.8M | 0.0% | -0.2% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 8.5M | $172.7M | 0.3% | +44.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.4M | $170.8M | 0.0% | +103.6% |
| Ocean Park Asset Management, LLC | Wealth advisor | 7.6M | $154.6M | 8.9% | +99.6% |
| LPL Financial LLC | Bank broker | 5.4M | $110.7M | 0.0% | +13.6% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 5.4M | $109.9M | 0.1% | +34.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.7M | $95.6M | 0.0% | -47.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 4.6M | $94.3M | 0.2% | +44.8% |
| ASSETMARK, INC | Wealth advisor | 4.4M | $89.3M | 0.2% | +8.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 4.1M | $84.7M | 1.5% | +919.5% |
| CIBC Asset Management Inc | Diversified mechanical | 3.8M | $77.6M | 0.2% | +9.8% |
| JANE STREET GROUP, LLC | Market maker | 3.7M | $76.4M | 0.1% | New |
| Bain Capital Credit, LP | Other | 3.7M | $74.7M | 24.6% | -48.7% |
| Symetra Investment Management Co | Wealth advisor | 3.6M | $73.4M | 6.4% | +583.5% |
| BARCLAYS PLC | Bank broker | 3.6M | $72.9M | 0.0% | +2281.9% |
| CITIGROUP INC | Bank broker | 3.4M | $69.7M | 0.0% | +1653.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.2M | $65.4M | 0.0% | -8.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.2M | $64.9M | 0.0% | -9.1% |
| TD Asset Management Inc | Diversified mechanical | 2.9M | $59.2M | 0.0% | -15.7% |
| LORD, ABBETT & CO. LLC | Other | 2.8M | $57.3M | 0.2% | +43.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.8M | $56.5M | 0.0% | -27.1% |
| Hikari Tsushin, Inc. ★2 | Fundamental diversified | 2.5M | $50.7M | 3.5% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 2.5M | $50.6M | 0.0% | -5.2% |
| 1607 Capital Partners, LLC | Wealth advisor | 2.0M | $41.6M | 3.0% | -29.9% |
| WINTON GROUP Ltd | Quant stat arb | 2.0M | $40.8M | 1.4% | New |
| SHENKMAN CAPITAL MANAGEMENT INC | Wealth advisor | 1.9M | $40.2M | 24.2% | -33.6% |
| Angel Oak Capital Advisors, LLC | Wealth advisor | 1.9M | $39.3M | 43.7% | New |
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 1.9M | $38.2M | 0.9% | -40.9% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 1.9M | $38.1M | 0.1% | — |
| Aristotle Pacific Capital, LLC | Wealth advisor | 1.8M | $36.8M | 29.9% | -41.1% |
| CNO Financial Group, Inc. | Wealth advisor | 1.7M | $35.6M | 20.4% | -7.6% |
| PRUDENTIAL PLC | Other | 1.7M | $35.4M | 0.2% | -28.1% |
| Calamos Advisors LLC | Other | 1.7M | $34.1M | 0.2% | -25.6% |
| LOOMIS SAYLES & CO L P | Other | 1.6M | $32.4M | 0.0% | -17.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.5M | $31.2M | 0.1% | -42.4% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $30.4M | 0.0% | +1726.1% |
| Cerity Partners LLC | Diversified mechanical | 1.4M | $29.2M | 0.0% | +13.6% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 1.3M | $27.1M | 0.1% | New |
| Liberty Mutual Group Asset Management Inc. | Other | 1.2M | $25.0M | 2.0% | New |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 1.2M | $24.5M | 0.3% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $24.3M | 0.0% | 0.0% |
| IRONWOOD WEALTH MANAGEMENT, INC. | Wealth advisor | 1.2M | $24.1M | 10.8% | +0.5% |
| Strategic Investment Advisors / MI | Wealth advisor | 1.2M | $23.9M | 1.7% | +22.2% |
| FRANKLIN RESOURCES INC | Long only active | 1.1M | $23.2M | 0.0% | +10.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.