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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
PWM
326
Perigon Wealth Management
California
$419K -$2.26M -109,449 -84%
IAA
327
Independent Advisor Alliance
North Carolina
$410K +$415K +20,092 New
JHC
328
J. Hagan Capital
Kentucky
$404K -$790K -38,263 -66%
RIL
329
Rothschild Investment LLC
Illinois
$404K +$82.6K +4,000 +25%
SP
330
Sequent Planning
Nebraska
$403K +$21.9K +1,059 +6%
ES
331
Eagle Strategies
New York
$401K +$2.58K +125 +0.6%
PGF
332
Plan Group Financial
Oklahoma
$389K +$394K +19,064 New
RAM
333
Riggs Asset Management
Pennsylvania
$388K -$18.2K -882 -4%
DI
334
Decision Investments
California
$383K -$2.06K -100 -0.5%
CWGL
335
Cedrus Wealth Group LLC
Minnesota
$378K +$8.53K +413 +2%
EAM
336
Everstar Asset Management
North Carolina
$376K -$45.4K -2,200 -11%
SCA
337
Snowden Capital Advisors
New York
$368K +$14.8K +718 +4%
CBTWT
338
Community Bank & Trust (Waco, Texas)
Texas
$367K +$30.5K +1,477 +9%
DCM
339
Dimension Capital Management
Florida
$364K
NL
340
NWAM LLC
Washington
$363K -$7.68K -372 -2%
SFA
341
Sequoia Financial Advisors
Ohio
$362K -$134K -6,505 -27%
C
342
Croban
Ohio
$361K -$136K -6,590 -27%
NS
343
NBC Securities
Alabama
$352K +$17.5K +845 +5%
AWM
344
Apollon Wealth Management
South Carolina
$352K -$523K -25,340 -59%
CF
345
Centaurus Financial
California
$346K +$93.3K +4,518 +36%
RIS
346
Richmond Investment Services
Wisconsin
$345K
HI
347
Harbour Investments
Wisconsin
$345K +$60.8K +2,945 +21%
SGCM
348
Sanchez Gaunt Capital Management
Nevada
$344K +$348K +16,854 New
CIA
349
Choate Investment Advisors
Massachusetts
$343K
JPLA
350
Joseph P. Lucia & Associates
New York
$343K

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.