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Upturn AI SWOT - About
Invesco Senior Loan ETF (BKLN)
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Upturn Advisory Summary
08/29/2025: BKLN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.45% | Avg. Invested days 104 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.24 | 52 Weeks Range 19.19 - 20.92 | Updated Date 06/29/2025 |
52 Weeks Range 19.19 - 20.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Senior Loan ETF
ETF Overview
Overview
The Invesco Senior Loan ETF (BKLN) seeks to track the investment results of the S&P/LSTA U.S. Leveraged Loan 100 Index. It invests primarily in U.S. dollar-denominated senior loans, providing exposure to floating-rate debt securities. These loans are typically made to companies with below-investment grade credit ratings.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a wide range of ETF offerings.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing fixed income investments.
Investment Objective
Goal
Seeks to track the investment results (before fees and expenses) of the S&P/LSTA U.S. Leveraged Loan 100 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it generally invests in all of the securities comprising the underlying index in proportion to their weighting in the index.
Composition The ETF primarily holds senior loans, which are floating-rate debt instruments issued by corporations. These loans are typically secured by the borrower's assets.
Market Position
Market Share: BKLN holds a significant market share within the senior loan ETF category.
Total Net Assets (AUM): 2710000000
Competitors
Key Competitors
- First Trust Senior Floating Rate Income ETF (FTFR)
- SPDR Blackstone Senior Loan ETF (SRLN)
- Janus Henderson B-BBB CLO ETF (JBBB)
Competitive Landscape
The senior loan ETF market is fairly concentrated, with a few large players dominating. BKLN has the advantage of being one of the first movers and having substantial AUM. SRLN has been gaining traction due to its active management and perceived ability to outperform during certain market cycles. FTFR provides a similar passive exposure but with a slightly different index.
Financial Performance
Historical Performance: Historical performance data varies depending on the period. Please consult financial websites for specific numerical data.
Benchmark Comparison: BKLN's performance is expected to closely track the S&P/LSTA U.S. Leveraged Loan 100 Index.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
BKLN generally exhibits high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for BKLN is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rate policy, credit spreads, and overall economic growth are key factors influencing the performance of BKLN. Senior loan performance is linked to corporate borrower health.
Growth Trajectory
The growth of BKLN depends on investor demand for floating-rate debt and the overall health of the leveraged loan market. Changes in interest rate expectations can significantly impact its attractiveness.
Moat and Competitive Advantages
Competitive Edge
BKLN's competitive edge lies in its first-mover advantage, large AUM, and brand recognition. It offers a simple, low-cost way to gain exposure to a diversified portfolio of senior loans. Its passive management strategy aims to replicate the index, providing predictable returns based on the index's performance. The large size of BKLN also contributes to better liquidity and tighter bid-ask spreads.
Risk Analysis
Volatility
BKLN's volatility is generally lower than that of equity ETFs but higher than that of investment-grade bond ETFs.
Market Risk
BKLN is subject to credit risk (risk of borrower default) and interest rate risk (although mitigated by floating rates). Economic downturns can negatively impact the performance of senior loans.
Investor Profile
Ideal Investor Profile
Investors seeking income and diversification with a moderate risk tolerance may find BKLN suitable. It can be used to hedge against rising interest rates.
Market Risk
BKLN may be suitable for long-term investors seeking income, but active traders may also use it for short-term strategies.
Summary
Invesco Senior Loan ETF (BKLN) offers exposure to U.S. dollar-denominated senior loans, tracking the S&P/LSTA U.S. Leveraged Loan 100 Index. It is suitable for investors seeking income and diversification with a moderate risk tolerance. The ETF's performance is closely tied to the health of the leveraged loan market and interest rate environment. BKLN benefits from its large AUM and high liquidity, but is subject to credit and market risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Senior Loan ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures Morningstar, Inc. ("Morningstar" or the "index provider") compiles, maintains and calculates the underlying index, which tracks the market value weighted performance of the largest institutional leveraged loans based on market weightings, spreads and interest payments.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.