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Invesco Senior Loan ETF

521 hedge funds and large institutions have $5.88B invested in Invesco Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 198 increasing their positions, 185 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.59% more ownership

Funds ownership: 83.23%85.82% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 185

4% less funds holding

Funds holding: 540521 (-19)

14% less capital invested

Capital invested by funds: $6.84B → $5.88B (-$963M)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $14.4M

Holders
521
Holders Change
-19
Holders Change %
-3.52%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.41%
New
65
Increased
198
Reduced
185
Closed
81
Calls
$2K
Puts
$14.4M
Net Calls
-$14.4M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAM
326
First Citizens Asset Management
North Carolina
$476K -$77.6K -3,736 -14%
SFP
327
Strategic Financial Partners
Oregon
$466K +$462K +22,255 New
MCM
328
Mainstay Capital Management
Michigan
$460K +$193K +9,299 +73%
NL
329
NWAM LLC
Washington
$452K +$449K +21,627 New
EFG
330
Elm3 Financial Group
Georgia
$450K -$40.2K -1,938 -8%
PA
331
Parallel Advisors
California
$447K +$45.8K +2,204 +11%
KPWS
332
Kestra Private Wealth Services
Texas
$442K -$43.8K -2,111 -9%
William Blair & Company
333
William Blair & Company
Illinois
$442K +$12K +578 +3%
CRWM
334
Castle Rock Wealth Management
California
$435K -$105K -5,069 -20%
EAM
335
Everstar Asset Management
North Carolina
$431K
SI
336
SimpliFi Inc
California
$429K +$19.1K +921 +5%
GAA
337
Global Assets Advisory
Florida
$421K +$417K +20,092 New
NONA
338
Ninety One North America
New York
$418K
WA
339
Wambolt & Associates
Colorado
$414K -$32.8K -1,579 -7%
JWCA
340
J.W. Coons Advisors
Ohio
$413K -$6.23K -300 -1%
HNWAG
341
High Net Worth Advisory Group
Florida
$408K +$41.5K +2,000 +11%
TA
342
Tactive Advisors
Florida
$405K +$402K +19,357 New
ES
343
Eagle Strategies
New York
$403K +$158K +7,596 +65%
MHS
344
M Holdings Securities
Oregon
$400K +$154K +7,420 +63%
C
345
Certuity
Florida
$399K
Creative Planning
346
Creative Planning
Kansas
$376K -$38.6K -1,859 -9%
DCM
347
Dimension Capital Management
Florida
$373K
RIS
348
Richmond Investment Services
Wisconsin
$365K +$362K +17,452 New
NWWA
349
New Wave Wealth Advisors
Arkansas
$361K -$3.11K -150 -0.9%
WI
350
WBI Investments
New Jersey
$354K +$121K +5,817 +52%

BKLN Hedge Fund Activity: Q2 2025 in Review

521 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2025, worth a combined $5.88B — down 14% from $6.84B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of BKLN and 65 opened new positions — a net loss of 16 holders — while 185 trimmed existing stakes and 198 added.

The largest buyer was Barclays, adding an estimated $121M. The largest seller was Grimes & Company, cutting an estimated $209M.

  • 521 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2025, down from 540 in Q1 2025.
  • Funds reported $5.88B of Invesco Senior Loan ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 65 funds opened new Invesco Senior Loan ETF positions in Q2 2025 and 81 closed out, a net change of -16 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2025 was Barclays, an estimated $121M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2025 was Grimes & Company, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2025.