Invesco Senior Loan ETF
BKLN
Market cap $8.54B

21.17 USD

+0.01

0.05%

At close Nov 15, 4:00 PM EST

After hours

21.19

+0.02

0.09%

1 day

0.05%

5 days

0.00%

1 month

0.05%

3 months

0.67%

6 months

-0.24%

Year to date

0.00%

1 year

0.62%

5 years

-6.33%

10 years

-13.06%

Financials Investment Advice

0

Funds holding %

of 6,704 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 185

5.03% less ownership

Funds ownership: 91.73% [Q2] → 86.69% (-5.03%) [Q3]

9% less funds holding

Funds holding: 513 [Q2] → 466 (-47) [Q3]

17% less funds holding in top 10

Funds holding in top 10: 47 [Q2] → 39 (-8) [Q3]

22% less capital invested

Capital invested by funds: $7.49B [Q2] → $5.82B (-$1.66B) [Q3]

53% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 88

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for BKLN.

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about BKLN published over the past 30 days

More Money Market Substitutes Taking Shape

Investors have been married to their money market funds for the better part of the last two years. But a recent poll from VettaFi's Q4 Fixed Income Symposium in October showed more market participants may finally be willing to break out of their comfort zones and redeploy those funds into riskier assets.

More Money Market Substitutes Taking Shape

These 4 Invesco Fixed Income ETFs Seeing Strong Investor Interest

Investors are changing allocations to fixed income ETFs to capture the greatest yield with the most attractive risk. The beginning of a rate-cutting cycle has historically tended to signal an important shift in the market environment for investors.

These 4 Invesco Fixed Income ETFs Seeing Strong Investor Interest

Zacks Investment Research

Will U.S. Treasury Yields Surge Postelection? ETFs in Focus

Long-term U.S. treasury yields have been on the uptrend lately. Benchmark U.S. Treasury yields were 4.26% on Nov. 5, up from 3.74% recorded on Oct.1.

Will U.S. Treasury Yields Surge Postelection? ETFs in Focus

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Dividend ETFs that Pay You Monthly

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Dividend ETFs that Pay You Monthly

Zacks Investment Research

Will the Fed Opt for a Hefty Rate Cut? ETF Strategies to Follow

An upbeat job market and moderately cooling inflation may prevent the Fed from opting for significant rate cuts in the near future.

Will the Fed Opt for a Hefty Rate Cut? ETF Strategies to Follow

Millennial Investor? Don't Ignore the Power of Fixed Income ETFs

Getting started building a portfolio, or just looking to fine-tune your allocation? With the millennial generation between their late 20s and early 40s, they're in the prime age group to start taking investing more seriously.

Millennial Investor? Don't Ignore the Power of Fixed Income ETFs

BKLN: Where Have All The Defaults Gone

The BKLN ETF has performed well with 4.1% returns in 6 months due to lower-than-expected loan defaults and low credit spreads. However, forward returns for BKLN are expected to trend lower as the Federal Reserve cuts short-term interest rates, impacting leveraged loan yields. With expected forward returns of ~6%, I am maintaining my hold rating at this time.

BKLN: Where Have All The Defaults Gone

Can ETFs Capture Private Equity Markets?

The world's largest asset managers are scrambling to devise new ways to package private investment opportunities into a passive ETF wrapper. Private assets are the fastest-growing market in the financial world — but could also prove the most challenging field for ETF providers to penetrate.

Can ETFs Capture Private Equity Markets?

BKLN And Senior Loans: A Hold Due To Imminent Rate Cuts And Expenses

BKLN is the largest senior loan ETF in the market. Although it has outperformed these past few years, coming rate cuts are a significant headwind. BKLN's 0.65% expense ratio is higher than average, and a significant long-term negative.

BKLN And Senior Loans: A Hold Due To Imminent Rate Cuts And Expenses

BKLN: A Near-9% Yield As We Await The Fed's Decision

The Invesco Senior Loan ETF is a risky but potentially high-reward proposition for investors expecting interest rate cuts but don't want to bet on when they'll start. BKLN primarily contains junk debt, and that's the biggest risk if higher-for-longer goes on indefinitely. This ETF offers a risky but attractive near-9% yield for 'waiting out the Fed', in a manner of speaking. Risk is high, but it's a Buy.

BKLN: A Near-9% Yield As We Await The Fed's Decision

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