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Upturn AI SWOT - About
Invesco Senior Loan ETF (BKLN)
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Upturn Advisory Summary
10/27/2025: 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 15.83% | Avg. Invested days 92 | 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 10/27/2025 |
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 Morningstar LSTA US Leveraged Loan 100 Index. The fund primarily invests in a diversified portfolio of U.S. dollar-denominated senior loans.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history in the ETF market.
Management Expertise
Invesco has a dedicated team of portfolio managers with extensive experience in credit analysis and leveraged loans.
Investment Objective
Goal
To track the investment results of the Morningstar LSTA US Leveraged Loan 100 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Morningstar LSTA US Leveraged Loan 100 Index by investing in senior loans.
Composition The ETF primarily holds U.S. dollar-denominated senior loans, which are floating-rate debt instruments.
Market Position
Market Share: BKLN has a significant market share within the senior loan ETF category, although its market share has diminished with the emergence of new products.
Total Net Assets (AUM): 4400000000
Competitors
Key Competitors
- SPDR Blackstone Senior Loan ETF (SRLN)
- First Trust Senior Loan Fund (FTSL)
- Janus Henderson B-BBB CLO ETF (JBBB)
Competitive Landscape
The senior loan ETF market is competitive, with several funds offering similar exposure. BKLN was an early entrant but has seen its market share erode as competitors have launched funds with different strategies and lower expense ratios. SRLN is more actively managed, JBBB focuses on CLOs, and FTSL aims to generate income.
Financial Performance
Historical Performance: Historical performance data should be reviewed from reliable financial data sources for accurate information over different time periods.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar LSTA US Leveraged Loan 100 Index to assess its tracking effectiveness. Performance will vary depending on market conditions and credit spreads.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume is generally high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit market conditions all affect senior loan ETF performance. Stronger economic growth and rising interest rates tend to be favorable.
Growth Trajectory
The growth trajectory depends on investor demand for floating-rate debt and the overall health of the leveraged loan market. Recent trends have included increased competition and a focus on higher-quality loan portfolios.
Moat and Competitive Advantages
Competitive Edge
BKLN benefits from Invesco's established brand and its position as an early mover in the senior loan ETF space. While it no longer holds the largest AUM, its high trading volume and liquidity are still competitive advantages. The ETF provides exposure to a broad basket of senior loans, making it a diversified option for investors seeking floating-rate income. However, it does not actively manage the portfolio to avoid default risks, and its expense ratio is not the lowest in the category.
Risk Analysis
Volatility
Senior loans can exhibit moderate volatility, especially during periods of economic stress. Leveraged loans can experience price declines, impacting overall volatility.
Market Risk
Specific risks include credit risk (borrower defaults), interest rate risk (although floating-rate loans mitigate this somewhat), and liquidity risk (some loans may be difficult to sell quickly).
Investor Profile
Ideal Investor Profile
Investors seeking floating-rate income and diversification within their fixed income portfolio, particularly those concerned about rising interest rates, may find BKLN suitable.
Market Risk
BKLN can be suitable for both long-term investors seeking income and active traders looking to capitalize on short-term market movements.
Summary
The Invesco Senior Loan ETF (BKLN) provides exposure to U.S. dollar-denominated senior loans through a passively managed index-tracking strategy. BKLN offers diversified floating-rate income, mitigating interest rate risk to some extent. Its competitive position has been challenged by lower-cost and actively managed competitors, which has impacted its AUM and market share. Ideal for investors seeking a hedge against rising rates and some diversification in fixed income allocation, but it is important to consider the credit risk and market conditions before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share estimates are approximate and may vary.
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.
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