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Invesco Senior Loan ETF

502 hedge funds and large institutions have $5.69B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 147 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $5.88B → $5.69B (-$194M)

1.72% less ownership

Funds ownership: 85.82%84.1% (-1.7%)

4% less funds holding

Funds holding: 521502 (-19)

13% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 55

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18.4M

Holders
502
Holders Change
-19
Holders Change %
-3.65%
% of All Funds
6.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.35%
New
48
Increased
224
Reduced
147
Closed
55
Calls
Puts
$18.4M
Net Calls
-$18.4M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
276
CacheTech Inc
Utah
$675K -$195K -9,335 -22%
GA
277
GoalVest Advisory
New York
$674K +$11.5K +548 +2%
IA
278
Integrity Alliance
Iowa
$657K -$475K -22,705 -42%
EWA
279
Exit Wealth Advisors
Georgia
$638K +$638K +30,478 New
US Bancorp
280
US Bancorp
Minnesota
$635K -$71.2K -3,398 -10%
GSEP
281
Golden State Equity Partners
California
$633K -$106K -5,067 -14%
GT
282
Greenleaf Trust
Michigan
$632K
GS
283
GTS Securities
New York
$627K +$426K +20,341 +211%
CA
284
CoreCap Advisors
Michigan
$622K +$67.9K +3,242 +12%
PPW
285
Pasadena Private Wealth
California
$618K +$41.9K +2,000 +7%
SB
286
Strategic Blueprint
Georgia
$602K +$40K +1,911 +7%
HIM
287
Hillsdale Investment Management
Ontario, Canada
$598K
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$593K -$8.29K -396 -1%
AIM
289
Advyzon Investment Management
Illinois
$585K +$18.9K +904 +3%
BRWA
290
B. Riley Wealth Advisors
Florida
$573K -$48.2K -2,301 -8%
PI
291
PFG Investments
New York
$571K +$217K +10,367 +61%
Vontobel Holding
292
Vontobel Holding
Switzerland
$565K
FCAM
293
First Citizens Asset Management
North Carolina
$564K +$87.4K +4,175 +18%
WCM
294
Wealthcare Capital Management
Virginia
$563K +$5.28K +252 +0.9%
DDPIC
295
Deroy & Devereaux Private Investment Counsel
Michigan
$562K -$83.8K -4,000 -13%
WCP
296
Wealthcare Capital Partners
Pennsylvania
$558K +$74.2K +3,543 +15%
LAM
297
Lewis Asset Management
California
$557K +$26.2K +1,250 +5%
SA
298
Sanctuary Advisors
Indiana
$545K -$256K -12,203 -32%
CWP
299
Concord Wealth Partners
Virginia
$538K -$87K -4,155 -14%
OIM
300
Oder Investment Management
California
$536K +$2.89K +138 +0.5%

BKLN Hedge Fund Activity: Q3 2025 in Review

502 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2025, worth a combined $5.69B — down 3.3% from $5.88B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of BKLN and 48 opened new positions — a net loss of 7 holders — while 147 trimmed existing stakes and 224 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $129M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $185M.

  • 502 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2025, down from 521 in Q2 2025.
  • Funds reported $5.69B of Invesco Senior Loan ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 48 funds opened new Invesco Senior Loan ETF positions in Q3 2025 and 55 closed out, a net change of -7 holders.
  • The largest Invesco Senior Loan ETF buyer in Q3 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $129M added.
  • The largest Invesco Senior Loan ETF seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $185M sold.

Based on aggregated 13F filings for Q3 2025.