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Invesco Senior Loan ETF

501 hedge funds and large institutions have $5.56B invested in Invesco Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 192 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.09% more ownership

Funds ownership: 87.96%93.05% (+5.1%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 506501 (-5)

7% less capital invested

Capital invested by funds: $5.98B → $5.56B (-$420M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 192

83% less call options, than puts

Call options by funds: $247M | Put options by funds: $1.48B

Holders
501
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
6.16%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
76
Increased
162
Reduced
192
Closed
73
Calls
$247M
Puts
$1.48B
Net Calls
-$1.23B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
251
Insigneo Advisory Services
Florida
$740K -$5.33K -258 -0.7%
EH
252
Equitable Holdings
New York
$737K +$348K +16,870 +93%
Vontobel Holding
253
Vontobel Holding
Switzerland
$735K -$7.43M -360,000 -91%
SF
254
Summit Financial
New Jersey
$731K +$9K +436 +1%
ASN
255
Advisory Services Network
Georgia
$729K +$105K +5,064 +17%
SFG
256
Sovereign Financial Group
Connecticut
$726K +$735K +35,580 New
FFA
257
Farther Finance Advisors
California
$714K +$159K +7,685 +28%
HNWAG
258
High Net Worth Advisory Group
Florida
$704K
SPIA
259
Steward Partners Investment Advisory
New York
$699K -$79.3K -3,839 -10%
DAS
260
Dynamic Advisor Solutions
Arizona
$688K +$222K +10,758 +47%
NA
261
NewEdge Advisors
Louisiana
$681K -$434K -21,024 -39%
WCP
262
Wealthcare Capital Partners
Pennsylvania
$676K +$114K +5,531 +20%
LWL
263
Leo Wealth LLC
Texas
$671K +$294K +14,212 +76%
VAG
264
VisionPoint Advisory Group
Texas
$669K +$677K +32,767 New
HCA
265
Harbor Capital Advisors
Illinois
$661K +$669K +32,391 New
AIM
266
Advyzon Investment Management
Illinois
$659K +$24K +1,160 +4%
WPC
267
Waters Parkerson & Co
Louisiana
$658K +$666K +32,250 New
AUIM
268
Aegon USA Investment Management
Iowa
$643K -$651K -31,500 -50%
CIS
269
Continental Investors Services
Washington
$642K +$2.02K +98 +0.3%
MG
270
Mather Group
Illinois
$639K +$647K +31,320 New
EBA
271
Eagle Bay Advisors
New York
$639K +$15.2K +734 +2%
SG
272
StoneX Group
New York
$633K +$1.45K +70 +0.2%
FSA
273
Fort Sheridan Advisors
Illinois
$626K -$68.4K -3,314 -10%
FIB
274
First Interstate Bank
Montana
$624K +$427K +20,657 +208%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$623K +$4.09K +198 +0.7%

BKLN Hedge Fund Activity: Q1 2026 in Review

501 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2026, worth a combined $5.56B — down 7% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BKLN positions and 73 closed out — a net gain of 3 holders — while 162 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $315M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $689M sold.

  • 501 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2026, down from 506 in Q4 2025.
  • Funds reported $5.56B of Invesco Senior Loan ETF stock for Q1 2026, down 7% quarter-over-quarter.
  • 76 funds opened new Invesco Senior Loan ETF positions in Q1 2026 and 73 closed out, a net change of +3 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2026 was Wellington Management Group, an estimated $315M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2026 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $689M sold.

Based on aggregated 13F filings for Q1 2026.