INVESCO SENIOR LOAN ETF (BKLN) Institutional Ownership Changes & 13F Activity

INVESCO SENIOR LOAN ETF (BKLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Oaktree Capital Management, Matrix Private Capital Group, Sequoia Financial Advisors, Renaissance Technologies LLC, and First Eagle U.S. Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Oaktree Capital ManagementBuy200,020200,020$4,082,408
Q1 2026Matrix Private Capital GroupSell-14,805168,976$3,448,792
Q1 2026Sequoia Financial AdvisorsSell-6,50517,736$361,988
Q4 2025Renaissance Technologies LLCSell-3,154,742268,458$5,637,618
Q4 2025Sequoia Financial AdvisorsSell-45,64724,241$509,059
Q4 2025Matrix Private Capital GroupSell-418183,781$3,859,404
Q3 2025Renaissance Technologies LLCBuy177,5003,423,200$71,647,576
Q3 2025Sequoia Financial AdvisorsSell-25,43669,888$1,462,762
Q3 2025Matrix Private Capital GroupBuy16,425184,199$3,855,291
Q2 2025Renaissance Technologies LLCBuy2,338,6323,245,700$67,900,044
Q2 2025Sequoia Financial AdvisorsSell-189,83995,324$1,994,185
Q2 2025Matrix Private Capital GroupBuy25,856167,774$3,509,842
Q1 2025Renaissance Technologies LLCSell-3,226,632907,068$18,776,308
Q1 2025First Eagle U.S. ValueBuy185,931433,094$9,116,629
Q1 2025Sequoia Financial AdvisorsSell-133,726285,163$5,902,872
Q1 2025Matrix Private Capital GroupBuy4,511141,918$2,937,700
Q4 2024Sequoia Financial AdvisorsBuy418,889418,889$8,825,984
Q4 2024Renaissance Technologies LLCBuy282,2004,133,700$87,097,059
Q4 2024Matrix Private Capital GroupBuy23,672137,407$2,895,171
Q4 2024First Eagle U.S. ValueSell-9,751247,163$5,207,724
Q3 2024Renaissance Technologies LLCBuy698,5003,851,500$80,920,015
Q3 2024First Eagle U.S. ValueBuy91,080256,914$5,397,763
Q3 2024Matrix Private Capital GroupBuy46,985113,735$2,389,572
Q2 2024First Eagle U.S. ValueSell-71,033165,834$3,489,147
Q2 2024Renaissance Technologies LLCSell-48,3003,153,000$66,339,120
Q2 2024Matrix Private Capital GroupBuy44,13066,750$1,404,420
Q1 2024Renaissance Technologies LLCSell-457,5003,201,300$67,707
Q1 2024First Eagle U.S. ValueBuy236,867236,867$5,009,737
Q1 2024Matrix Private Capital GroupBuy12,30022,620$478,413
Q4 2023Renaissance Technologies LLCBuy3,161,1003,658,800$77,493

Frequently asked questions about BKLN activity

  • Which institutional owners are buying BKLN?

    Institutional owners buying BKLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BKLN activity?

    "Buy" means an investor increased their reported position in BKLN compared to the prior reporting period. This reflects growing exposure to INVESCO SENIOR LOAN ETF (BKLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BKLN increasing?

    Institutional interest in BKLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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