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Invesco Senior Loan ETF

540 hedge funds and large institutions have $6.84B invested in Invesco Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 157 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 157

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

0.35% more ownership

Funds ownership: 82.87%83.23% (+0.35%)

0% more funds holding

Funds holding: 539540 (+1)

11% less capital invested

Capital invested by funds: $7.71B → $6.84B (-$867M)

16% less funds holding in top 10

Funds holding in top 10: 4437 (-7)

100% less call options, than puts

Call options by funds: $418K | Put options by funds: $286M

Holders
540
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
7.24%
Holding in Top 10
37
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.91%
% of All Funds
0.5%
New
79
Increased
214
Reduced
157
Closed
64
Calls
$418K
Puts
$286M
Net Calls
-$286M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
226
Clear Creek Financial Management
Washington
$1.61M +$523K +24,924 +47%
GPW
227
Gentry Private Wealth
Kansas
$1.61M +$1.63M +77,609 New
TCM
228
TT Capital Management
California
$1.6M -$161K -7,677 -9%
SEIA
229
Signature Estate & Investment Advisors
California
$1.56M -$71.2K -3,395 -4%
WTC
230
WhitTier Trust Company
Nevada
$1.55M
FA
231
FC Advisory
Pennsylvania
$1.54M +$25.1K +1,198 +2%
AAS
232
Asset Allocation Strategies
Michigan
$1.54M +$159K +7,595 +11%
WA
233
Waverly Advisors
Alabama
$1.51M +$32.8K +1,564 +2%
SFC
234
Strategic Financial Concepts
Texas
$1.5M -$49.1K -2,340 -3%
QFA
235
Quattro Financial Advisors
Texas
$1.47M +$221K +10,517 +17%
AUIM
236
Aegon USA Investment Management
Iowa
$1.47M
PCA
237
Peddock Capital Advisors
Massachusetts
$1.46M +$112K +5,354 +8%
SAS
238
Stelac Advisory Services
New York
$1.42M +$135K +6,438 +10%
MAM
239
MMA Asset Management
Pennsylvania
$1.41M +$102K +4,875 +8%
AWM
240
Adams Wealth Management
Utah
$1.4M +$253K +12,075 +22%
CI
241
CacheTech Inc
Utah
$1.4M +$253K +12,075 +22%
HOWA
242
Heritage Oak Wealth Advisors
Florida
$1.38M +$1.4M +66,709 New
PFS
243
Prospera Financial Services
Texas
$1.38M -$80.9K -3,857 -5%
GWM
244
Geneos Wealth Management
Colorado
$1.37M +$1.11M +52,913 +392%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$1.37M -$264K -12,568 -16%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$95K +4,532 +7%
AWA
247
Aletheian Wealth Advisors
Washington
$1.35M +$25.2K +1,201 +2%
FFG
248
Fiduciary Financial Group
California
$1.32M +$1.36M +64,845 New
NWM
249
Napa Wealth Management
California
$1.3M +$41.6K +1,984 +3%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$1.25M +$351K +16,719 +39%

BKLN Hedge Fund Activity: Q1 2025 in Review

540 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2025, worth a combined $6.84B — down 11% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BKLN positions and 64 closed out — a net gain of 15 holders — while 214 added to existing stakes and 157 trimmed.

The largest buyer was Corebridge Financial, opening a new position worth an estimated $99.4M. The largest seller was TD Asset Management, cutting an estimated $285M.

  • 540 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $6.84B of Invesco Senior Loan ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 79 funds opened new Invesco Senior Loan ETF positions in Q1 2025 and 64 closed out, a net change of +15 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2025 was Corebridge Financial, an estimated $99.4M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2025 was TD Asset Management, an estimated $285M sold.

Based on aggregated 13F filings for Q1 2025.