Jefferies Group's BKLN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 22,100 shares of Invesco Senior Loan ETF (BKLN) worth $450,177, representing 0.00% of the portfolio. First purchased in 2023-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jefferies Group has maintained this position in BKLN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 200,000 shares. Largest reduction occurred in Q1 2025, reducing 200,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Invesco Senior Loan ETF (BKLN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco Senior Loan ETF (BKLN) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +22,100 | New Buy | 22,100 | $20.37 |
| Q1 2025 | -200,000 | Sold Out | 0 | $0.00 |
| Q4 2024 | +200,000 | New Buy | 200,000 | $21.07 |
| Q2 2023 | -13,285 | Sold Out | 0 | $0.00 |
| Q1 2023 | +13,285 | New Buy | 13,285 | $20.80 |
Jefferies Group's Invesco Senior Loan ETF Investment FAQs
Jefferies Group first purchased Invesco Senior Loan ETF (BKLN) in Q1 2023, acquiring 13,285 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Invesco Senior Loan ETF (BKLN) for 5 quarters since Q1 2023.
Jefferies Group's largest addition to Invesco Senior Loan ETF (BKLN) was in Q4 2024, adding 200,000 shares worth $4.21 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 22,100 shares of Invesco Senior Loan ETF (BKLN), valued at approximately $450,177.
As of the Q2 2026 filing, Invesco Senior Loan ETF (BKLN) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Invesco Senior Loan ETF (BKLN) was 200,000 shares, as reported at the end of Q4 2024.