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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
IP
326
Investment Partners
Ohio
$513K +$520K +24,806 New
HWM
327
Horizon Wealth Management
Illinois
$511K -$457K -21,796 -47%
CWP
328
Concord Wealth Partners
Virginia
$507K -$332K -15,830 -39%
MCM
329
MAI Capital Management
Ohio
$506K -$20.3K -969 -4%
FCCM
330
First City Capital Management
Georgia
$495K -$25.2K -1,200 -5%
AIM
331
Advyzon Investment Management
Illinois
$494K +$63.1K +3,009 +14%
SFS
332
Sowell Financial Services
Arkansas
$492K +$13.8K +656 +3%
KCM
333
Kennicott Capital Management
California
$490K
EFG
334
Elm3 Financial Group
Georgia
$485K +$136K +6,504 +38%
TI
335
TrueMark Investments
Illinois
$485K -$1.3M -62,096 -73%
OIM
336
Oder Investment Management
California
$484K +$20.3K +969 +4%
KPWS
337
Kestra Private Wealth Services
Texas
$481K -$41.8K -1,995 -8%
CCA
338
Cadent Capital Advisors
Oklahoma
$478K +$484K +23,078 New
I
339
INVST
Indiana
$477K -$15.9K -757 -3%
KF
340
K2 Financial
California
$473K +$17.6K +837 +4%
EA
341
Everpar Advisors
Oklahoma
$472K -$8.79K -419 -2%
VCP
342
Verus Capital Partners
Arizona
$459K +$51.3K +2,444 +12%
SA
343
Sanctuary Advisors
Indiana
$453K +$152K +7,266 +50%
WA
344
Wambolt & Associates
Colorado
$443K -$56.4K -2,690 -11%
HW
345
Hancock Whitney
Mississippi
$437K -$944K -45,013 -68%
WCP
346
Wealthcare Capital Partners
Pennsylvania
$437K +$51.6K +2,459 +13%
EAM
347
Everstar Asset Management
North Carolina
$426K
William Blair & Company
348
William Blair & Company
Illinois
$425K +$30.8K +1,471 +8%
JWCA
349
J.W. Coons Advisors
Ohio
$415K
NONA
350
Ninety One North America
New York
$414K

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.