Invesco Senior Loan ETFBKLN
BKLN
0
Funds holding %
of 6,809 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: 178 | Existing positions reduced: 190
4.79% less ownership
Funds ownership: 91.73% [Q2] → 86.94% (-4.79%) [Q3]
7% less funds holding
Funds holding: 513 [Q2] → 479 (-34) [Q3]
15% less funds holding in top 10
Funds holding in top 10: 47 [Q2] → 40 (-7) [Q3]
22% less capital invested
Capital invested by funds: $7.49B [Q2] → $5.84B (-$1.65B) [Q3]
45% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 76
96% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $26.4M
Research analyst outlook
We haven’t received any recent analyst ratings for BKLN.
Financial journalist opinion
Positive
ETF Trends
2 weeks ago
4 Invesco Fixed Income ETFs for 2025
As investors prepare portfolios for the new year, four fixed income ETFs are worth consideration for 2025. 1. Invesco Senior Loan ETF (BKLN) As investors look for fixed income ETFs well-positioned for 2025, bank loans should not be overlooked.
Neutral
ETF Trends
1 month ago
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.
Positive
ETF Trends
1 month ago
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.
Neutral
Zacks Investment Research
1 month ago
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.
Neutral
24/7 Wall Street
1 month ago
Dividend ETFs that Pay You Monthly
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Neutral
Zacks Investment Research
2 months ago
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.
Neutral
ETF Trends
2 months ago
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.
Positive
Seeking Alpha
2 months ago
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.
Neutral
ETF Trends
3 months ago
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.
Positive
Seeking Alpha
4 months ago
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.
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