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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
PPW
276
Pasadena Private Wealth
California
$621K +$10.3K +500 +2%
HSBC Holdings
277
HSBC Holdings
United Kingdom
$609K +$616K +29,847 New
PA
278
PFG Advisors
Arizona
$604K +$93.7K +4,537 +18%
TI
279
Tidal Investments
Wisconsin
$599K -$683K -33,080 -53%
FFG
280
Forum Finance Group
$594K +$750K +36,315 New
OA
281
Operose Advisors
Wisconsin
$592K -$208K -10,085 -26%
FCAM
282
First Citizens Asset Management
North Carolina
$587K -$15.1K -732 -2%
WWM
283
Western Wealth Management
Colorado
$583K +$375K +18,159 +174%
PEWA
284
Pacific Excel Wealth Advisors
California
$580K +$109K +5,288 +23%
SA
285
Sanctuary Advisors
Indiana
$579K -$7.75K -375 -1%
NL
286
NVWM LLC
Pennsylvania
$579K +$586K +28,358 New
EWM
287
Empirical Wealth Management
Washington
$578K +$585K +28,306 New
GA
288
GoalVest Advisory
New York
$578K -$6.65M -321,989 -92%
SAS
289
Stelac Advisory Services
New York
$566K -$67.2K -3,256 -11%
OIM
290
Oder Investment Management
California
$564K +$39.1K +1,891 +7%
IAN
291
Integrated Advisors Network
Texas
$561K -$1.42M -68,784 -71%
Fidelity Investments
292
Fidelity Investments
Massachusetts
$552K -$8.83M -427,663 -94%
BRWA
293
B. Riley Wealth Advisors
Florida
$547K -$145 -7 -0%
DDPIC
294
Deroy & Devereaux Private Investment Counsel
Michigan
$546K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$540K +$2.29K +111 +0.4%
GWP
296
Gateway Wealth Partners
Wisconsin
$534K +$540K +26,147 New
LAM
297
Lewis Asset Management
California
$534K -$9.91K -480 -2%
CA
298
CoreCap Advisors
Michigan
$527K -$42.1K -2,037 -7%
SB
299
Strategic Blueprint
Georgia
$525K -$33.4K -1,617 -6%
SFS
300
Sowell Financial Services
Arkansas
$525K +$7.95K +385 +2%

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.