INVESCO SENIOR LOAN ETF (BKLN) Institutional Ownership
BKLN is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.89M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Oaktree Capital Management, which reported ownership valued at approximately $4.08M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Oaktree Capital Management's BKLN position is now estimated to be worth approximately $4.06M, representing an estimated loss of -0.44% since the filing period.
Major shareholders tracked on this page include Oaktree Capital Management, Matrix Private Capital Group, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward INVESCO SENIOR LOAN ETF (BKLN).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $7,893,188 | 386,732 |
| Q4 2025 | 3 | $10,006,081 | 476,480 |
| Q3 2025 | 3 | $76,965,629 | 3,677,287 |
| Q2 2025 | 3 | $73,404,071 | 3,508,798 |
| Q1 2025 | 4 | $36,733,509 | 1,767,243 |
| Q4 2024 | 4 | $104,025,938 | 4,937,159 |
| Q3 2024 | 3 | $88,707,350 | 4,222,149 |
| Q2 2024 | 3 | $71,232,687 | 3,385,584 |
| Q1 2024 | 3 | $5,555,857 | 3,460,787 |
| Q4 2023 | 2 | $296,071 | 3,669,120 |
| Q3 2023 | 2 | $468,449 | 519,520 |
| Q2 2023 | 2 | $495,136 | 1,555,100 |
Related BKLN Institutional Insights:
- BKLN Institutional Ownership & Insiders Activity
- BKLN Institutional Ownership & 13F Activity
- BKLN Top Institutional Shareholders
- BKLN Institutional Buying Activity
- BKLN Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- BKLN Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings